Operator Analysis
The Operator Analysis report prints a detailed
analysis of all transactions with commissions
credited to collectors within a specified date
range. The report lists the number of payments,
the total value, average value, total agency
commission and operator commission. These values
are also shown for all sales personnel.
The Operator Analysis report also shows a detailed
analysis of commissions for each operator and
sales team member. Sales commission analysis
includes support for complex commission rate structures.
This report only looks at transactions within
the specified date range that have a commission
amount. You can select Posted Date
or Payment Date for the date range specified.
From
This is the starting date for the filter. All records
starting from this date will be included in the
search. You can specify Posted Date or
Payment Date.
To
This is the ending date for the filter. All records
up to and including this date will be included in
the search. You can specify Posted Date or
Payment Date.
Posted Date
Select this option to use the transaction Posted
Date when filtering for the Date Range chosen.
Payment Date
Select this option to use the transaction Payment
Date when filtering for the Date Range chosen.
Operator Assignment Summary
The Operator Assignment Summary section
of the report prints the totals of all transactions
in the date range, and organizes them by the
Operator assigned to the accounts.
Sales Assignment Summary
The Sales Assignment Summary section of the
report prints the totals of all transactions in the
date range, and organizes them by the sales
person or team assigned to the accounts. Please
refer to the online Help topic TEAM.
Operator Detail
The Operator Detail section breaks down the
commissions for team members according to
their functions within teams.
The following are calculated and printed for all team members:
Total number and value of company commissions
earned by the team and their average value
Subtotals of member commissions for each team function
Total and average Operator commissions.
Team Detail
The Team Detail section breaks down the commissions
for team functions.
The following are calculated and printed for all team members:
Total number and value of company commissions
earned by the team and their average value
Subtotals of function commissions
Total and average Operator commissions.
When you run this report, you are prompted to enter
a date range specifying the start and end date for the
report. The report totals all transactions within the selected
date range.
In the FROM field, Select the beginning of a range to include
in the report.
In the TO field, Select the end of a range to include in the report.
Using Internal Reports
These reports are important for tracking financials accurately
and reconciling statements. They work well for basic simple
payments and occasional NSFs to accounts. More sophisticated
methods require custom reports to accommodate more complex
details. This can be accommodated.
Any of the internal reports may be replaced with your
own customized version. To make Collect! run your own custom
reports via the Print menu, Daily, Monthly, Analysis and Trust
reports, change the Start On to something other than INTERNAL,
depending on the particulars of your report, and place your own
report codes in the Report Body of the report.
See Also
- Report Output Options
- Report Sample for additional example reports
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