Versions Compared

Old Version 5

changes.mady.by.user Shawna Crawford

Saved on

compared with

New Version Current

changes.mady.by.user Shawna Crawford

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


 

Overview

Panel
borderColorblack
bgColorgray
titleColorblack
borderWidth2
titleBGColorwhite
Info
titlePurpose

This report analyzes collector activity for guarantor collections.

Category

Productivity

Type

Detail

Mode

Created

Output Options

UPDATECSV or Excel

Info
titleBGColoraaaaaa
iconfalse
titleHow to Get Here?
From
the Home Page
Portal:
From
the Menus
Back Office:
  • Update
  • Update

 

  1. From the Reports tab, locate the Guarantor Collection Actions Detail report.
  2. Click Edit for the report.
  3. Enter/select filter criteria on the Criteria page.
  4. Click Run Report.
  1. Open the Manage menu and select Reports.
  2. From the Reports page > Modern tab, select the Guarantor Collection Actions Detail report from the list of reports.
  3. Click Run (or press [Alt] + [R]).
  4. Enter/select the filter criteria from the Parameters window.
  5. Click Run (or press [Alt] + [R]).

Sample Reports

(Click an

Sample Report

(Click the image to enlarge)

 Image Removed

 

Portal

Image Added

Back Office

Image Added


Field Definitions

Field

Description

Calculation Formula

PracticeThe practice to which the charge was billed.
Description
Account ID
 
The account number of the guarantor account. Displays as Account Prefix + Account ID.
Guarantor 
 
The guarantor on the account.
Created Date  
BalanceThe balance of the procedure when action is taken.
Original BalanceThe balance of the service line when put into collections.
PaymentsThe sum of payments since creation of the parent task
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.
Created Date The date that the task was created.
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
Yes/No indication that the collection task was resolved.
If the date is blank, the collection task is still open and being worked.
Task Closed DateDate the collection task was resolved. 
Collector 
Collector  
The person who is assigned to the collection task.
User 
 The person who is logged in to Connect Back Office
User that created the action.

Available Report Filters

Option

Type

Required

Description

Date

Drop Down

 

 UPDATEFrom  UPDATETo  UPDATELast # of Days  UPDATECreated End Date   UPDATE
Yes 

Filters transactions displayed by the selected time period. Options include: Custom Date Range, Last # of Days, Today, Previous Day, Current Month, Previous Month, Current Year, and Previous Year.


Note

If Custom Date Range is selected, the From and To fields are enabled to enter specific dates to run the query on.

If Last # of Days is selected, the Last # of Days field is enabled to enter a specific number of days to run the query on

Practices List Selection 
Yes 
No

Filters by all practices or one or more practices for which collection tasks exist. By default, this filter is set to All.

Note
Only active practices are returned in the search results.
Collectors 
CollectorList Selection
Yes
NoFilters by
all facilities
all collectors or one or
more facilities
more collectors for which collection tasks exist. By default, this filter is set to All.
ChartCheckboxNo

If checked, a graphic representation of the collector information (i.e. Collector Entry Productivity widget) is displayed at the top of the report.

Note
Available in Portal only.
Report FolderDrop DownYesDesignates where to place or save the output from the executed report.


 

Panel
titleColorWhite
titleBGColorGray
titleRelated Topics

Portal

Reports

 

 

(Portal)



Search this documentation

Livesearch
spaceKeyCD