Related Information Examples & Tutorials
Want on-line payment processing? Contact our friendly sales team to find out how!
“ Collect! works flawlessly and is extremely fast and easy to use; even running on a Celeron until our new server arrives. ” Thomas B.

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.

Top of page.

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.

Top of page.

Posted Date

Select this option to use the transaction Posted Date when filtering for the Date Range chosen.

Top of page.

Payment Date

Select this option to use the transaction Payment Date when filtering for the Date Range chosen.

Top of page.

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.

Top of page.

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.

Top of page.

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.

Top of page.

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.

Top of page.

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.

tip.gif 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.

Top of page.

See Also

- Report Output Options
- Report Sample for additional example reports

Top of page.

Was this page helpful? Do you have any comments on this document? Can we make it better? If so how may we improve this page.

Please click this link to send us your comments: helpinfo@collect.org

Collection Advisor Veracode Verified RMA ACA Member