Reports

Collect! Credit and Collection Software™

Page Table of Contents

Total Value Listed Client Analysis Month Batch Analysis Operator Analysis Trust Account Summary Year End Summary Scheduled Batch Letters Custom Reports Exit Help

Related 'How To' Tutorials

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The Reports menu offers you a selection of frequently used analytical and summary reports and provides convenient access to printing your daily batch letters.

Reports menu

Several of the reports listed provide you with prompts so that you may choose a client range and a date range when you print the report. Please refer to help topics for each of the reports to ensure that you enter an appropriate range to include in the report.

* Total Value Listed prints a report listing the total value of all accounts listed with your agency.

* Client Analysis prints a report showing business placed with number and value of new accounts, including Year To Date values and averages.

* Month Batch Analysis prints an analysis of all transactions posted for the current month with cumulative totals.

* Operator Analysis prints a detailed account of operator and sales team activity with payments, average value, and commission.

* Trust Account Summary prints a trust summary report for a selected client or range of client numbers.

* Year End Summary printed totals of payments made to agency and to clients, commissions earned and taxes.

* Scheduled Batch Letters prints your daily letter batch.

* Custom Reports lets you view other reports that you can print from this menu.

Total Value Listed

Select this button to print the Total Listings Report. This report prints the value of all accounts listed with the agency as of the current date. It shows the number of clients listed, the number of accounts, Listed, Paid, Closed, Owing and averages these Per Client and Per Account.

Client Analysis

Select this button to print the Client Analysis Report. This report prints an analysis for a selected Client or range of Clients. You can select a date range to include in the report. The report shows Business Placed with number and value of new accounts, including Year To Date values and averages. The report also shows Collections with number and value of all payments, including Average Value. Results are printed for Liquidation Value, Cost Factor, Yield and Year to Date Commission totals.

Month Batch Analysis

Select this button to print the Month Batch Analysis report. This report prints recovery statistics on a month by month basis, scanning back up to two years. Cumulative totals are shown for listings, paid, owing, recovery percent and yield. If applicable, interest, fees, and adjustments are also shown. This report can be printed for a single client or for all clients.

Operator Analysis

Select this button to print the Operator Analysis Report. This report prints an analysis of all operators for a selected date range. The report shows number of payments per operator, total value, average value, and agency/operator commissions. These values are also calculated for sales team members. A detailed analysis for each operator and sales team member is also printed.

Trust Account Summary

Select this button to print the Trust Account Summary. This report prints total amounts in Trust for a selected date range. To print trust accounts for a particular Client or Debtor, select Client Trust Report or Debtor Trust Report.

Year End Summary

Select this button to print the Transaction Summary report. This report will print totals of payments made to agency and to clients, commissions earned and taxes. The total number of payments in each category is printed, as well as the average value. You can select a date range to include or you can print a summary of all transactions.

Scheduled Batch Letters

Select this button to print your daily letter batch. You will be prompted to print Labels or Letters and then the Batch Letter Options form will display so that you can select a date range, an Operator ID and other options for your batch letter printing.

Custom Reports

Select this button to display a list of additional reports. To print one of the reports in the list, select it or highlight it and select the Print button. Depending on the report that you choose, a prompt or a date range window may appear so that you can fine-tune your choices.

Useful Note This list only display reports that are designed to "Start On 'Anywhere'." That means anywhere that you happen to be in Collect!.

Exit

Select this button to close the Reports menu and return to the previous form.

Help

Select this button for help on the Reports menu and links to related topics.

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