Guarantor Collection Actions Detail

Overview

Purpose

This report analyzes collector activity for guarantor collections.

Detail

Created

UPDATE

How to Get Here?

From Portal:	From Back Office:
From the Reports tab, locate the Guarantor Collection Actions Detail report Click Edit for the report Enter/select filter criteria on the Criteria page Click Run Report	Open the Manage menu and select Reports From the Reports page, select the Guarantor Collection Actions Detail report from the list of reports Click Run (or press [Alt] + [M]) Enter/select the filter criteria from the Parameters window Click Run (or press [Alt] + [M])

(Click an image to enlarge)

UPDATE

UPDATE

Field	Calculation Formula	Description
Account ID		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.

Option	Type	Required	Description
Date	Drop Down	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. 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	Filters by all practices or one or more practices for which collection tasks exist. By default, this filter is set to All.
Collector	List Selection	Yes	Filters by all collectors or one or more collectors for which collection tasks exist. By default, this filter is set to All.