Transaction Analysis
The Transaction Analysis Report prints a summary of the
performance of all Operators and teams in your office.
This report is similar to the Operator Commissions report.
However, the Transaction Analysis Report
includes all transactions, rather than just the
transactions that have a commission amount.
The Transaction Analysis report is broken down into four parts:
1) Operator Assignment Summary
* breaks down the report by Operator in a list form
* reports the number of payments by Operator
* amount of transactions by Operator
* average transactions by Operator
* agency commission
* Operator commissions
* final totals for each
2) Sales Assignment Summary
* breaks down the report by teams in a list form
* reports the number of payments by team
* amount of payments by team
* average payments by team
* agency commission
* team commission
* final totals
3) Operator Detail
* breaks down each Operator into further details
* reports the commission earned in teams
* the number of commission payments
* average commission payment
* commission earned by function
* total Operator commission
4) Team Detail
* breaks down each team into further details
* total payments
* number of payments
* average payment
* total commission earned
* commission earned by function
* total team commission
This report only looks at all transactions
within the specified date range regardless of whether
or not they show 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.
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.
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