Analysis
Analysis And Summary Reports
The following reports offer a variety of convenient summary and
analysis listings that you can print directly from the Print menu.
Analysis and Summary Reports
Month Batch Analysis
The Month Batch Analysis report provides recovery statistics
on a month by month basis, scanning back up to two years. All
accounts listed in a given month are totaled to calculate the
Total Listed, Total Interest, Fees and Adjustments, Total Paid
and Total Owing, Recovery Percentage and Unit Yield.
This report scans all active Debtors when no Browse List
is being displayed. If printed when displaying the Client
form, it will scan only those Debtors belonging to the
displayed Client.
Cumulative totals and averages are printed at the bottom
of the report.
Transaction Analysis
The Transaction Analysis report asks for a Date Range and
then prints a summary of the performance of all Operators and
teams in your office, including Operator
Assignment, Sales Assignment, Operator Detail and
Team Detail. While similar to the Operator
Commission report, this report includes all transactions,
rather than just commissionable transactions.
Client Analysis
The Client Analysis report totals all new Debtors and their
payments within a specified Date Range. Displayed are
Total Values, Averages, and Number of Accounts and Payments,
as well as Liquidation Percentage, Cost Factor and Yield.
This report lists monthly and yearly totals for Business
Placed and Collections, and results based on these
figures.
Total Listed
This report prints a very brief summary of accounts and
clients listed with the agency. The report, in list format,
prints Balances and Listed, Paid, Closed and Owing
amounts for the Client and Debtor. It then gives Averages
on a per client and account basis.
The report pulls this data from the appropriate fields in the
Debtor form.
Transaction Summary
The Transaction Summary report prints a summary of all
Payments Direct and To Us, Commissions Earned, and Taxes
during a selected Date Range. These are printed in a table
with Total Balances, Number of Payments and Averages.
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