Overview
Purpose
This report analyzes collector activity for guarantor collections.
Category
Productivity
Type
Detail
Mode
Created
Output Options
CSV or Excel
Sample Reports
(Click an image to enlarge)
Portal
Back Office
Field Definitions
Field | 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. |
Available Report Filters
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 | No | 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 | No | Filters by all collectors or one or more collectors for which collection tasks exist. By default, this filter is set to All. |