Guarantor Collection Actions Detail

Overview

Purpose

This report analyzes collector activity for guarantor collections.

Detail

Created

CSV or Excel

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 > Modern tab, select the Guarantor Collection Actions Detail report from the list of reports. Click Run (or press [Alt] + [R]). Enter/select the filter criteria from the Parameters window. Click Run (or press [Alt] + [R]).

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Field	Description
Practice	The practice to which the charge was billed.
Account ID	The account number of the guarantor account.
Guarantor	The guarantor on the account.
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	Yes/No indication that the collection task was resolved.
Collector	The person who is assigned to the collection task.
User	User that created the action.

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 The maximum timespan for the report is 366 days.
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.