Analysis

Collect! Credit and Collection Software™

Page Table of Contents

* Analysis And Summary Reports * Month Batch Analysis * Transaction Analysis * Client Analysis * Total Listed * Transaction Summary

Related 'How To' Tutorials

* Use The Report Writer Commands * Import Reports * Export Reports * Use Quick Print * Build Reports Or Letters * Add A Font To The Report Writer * Restore Printer Control Codes To Stock Settings * Use Headers And Footers * Create An Export Report * Use Prompts In A Report * Use Arrays In Reports * Use Flags To Control Printing * Create A New Report Library * Delete A Report Library * Print Letters To A Single Account * Print Letters To A Tagged List * Print To Debtors With Multiple Accounts * Batch Process Letters And Emails * Retrieve A Copy Of A Printed Letter * Mail Merge From Collect! To Word * Create An RTF Report * Create An Envelope Report * Send The Validation Notice * Take Checks Over The Phone * Print Client Checks * Update Commission And Rates In Mass * Edit Note Blobs Using @EDIT * Print Notes * Fax * Design HTML Browser Reports * Edit The Style Sheets For Browser Reports * Setup Sending Email In Collect! * Setup Email Using Microsoft SQL Server * Setup A Local Email Server Using Hmailserver * Send Email * Scan Reports And Letters For Missing Text * Use The Heatmap * Use Account Toss With Custom Distribution * Use The Workflow Report

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.

Analysis and Summary Reports

Month Batch Analysis

The Month Batch Analysis 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.

Transaction Analysis

The Transaction Analysis 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.

Client Analysis

The Client Analysis 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.

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.

Transaction Summary

The Transaction Summary 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.

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