Overview
| Panel | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||||||
|
Sample Report
(Click the image to enlarge)
Field Definitions
Field | Calculation Formula | Description |
|---|---|---|
| Account ID | UPDATE | The account number of the guarantor account. |
| Guarantor | The guarantor on the account. | |
| Created Date | The date that the task was created. | |
| Action | The current action assigned to the service fee line. | |
| Note | Any additional information recorded on the collection task. | |
| Next Action | The next action that is scheduled on the service fee line. | |
| Next Action Date | The date the next action will occur. | |
| Task Closed | The date that the collection task was resolved. If the date is blank, the collection task is still open and being worked. | |
| Collector | The person who is assigned to the collection task. | |
| User | The person who is logged in to Connect Back Office. |
Available Report Filters
Option | Type | Required | Description | |
|---|---|---|---|---|
| Date |
| UPDATE | ||
| From | UPDATE | |||
| To | UPDATE | |||
| Last # of DaysCreated Begin Date | UPDATE | |||
| Created End Date | UPDATE | |||
| Practices | List Selection | Yes | Filters by all practices or one or more practices for which collection tasks exist. By default, this filter is set to All. | |
| Collectors | List Selection | Yes | Filters by all facilities or one or more facilities for which collection tasks exist. By default, this filter is set to All. |