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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.

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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.

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Posted Date

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

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Payment Date

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

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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.

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See Also

- Report Sample for additional example reports

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