Analysis
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.
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.
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.
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.
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.
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.
See Also
- Report Sample for additional example reports
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