Related Information Examples & Tutorials
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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.

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Month Batch Analysis

This 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.

See Also:

- Month Batch Analysis for further details.

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Transaction Analysis

This 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.

See Also:

- Transaction Analysis for further details.

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Client Analysis

This 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.

See Also:

- Client Analysis Report for further details.

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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.

See Also:

- Total Listings Report for further details.

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Transaction Summary

This 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.

See Also:

- Transaction Summary for further details.

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See Also

- Report Sample for additional example reports

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