Collector Productivity Report
Collector Productivity Report
Collector Productivity Report
Module: Accounting
Overview
Use the Collector Productivity report to view collection data for each collector, by fiscal date.
You may run this report for either the current fiscal period or a previous fiscal period.
Note: The report considers the collector who owns a collection account when the AR fiscal period closes as the owner of record for the report. If ownership of the collection account changes during the current fiscal period, the report displays the collection account as owned by both previous and current collector.
Note: For this report, the range is compared to the closing fiscal date, which is typically on the first day of a month, If this day does not fall within the report date range as set, the report will display no data.
To access this report, select Collector Productivity (report #2136) from the main menu of SBN.
The Collector Productivity Report
This window contains two panes: use the upper pane to define the contents of the report; use the lower pane to define the job output - how, when, and where you want the report printed.
Note: See Report Parameters Pane for information on the fields in the lower pane, which are the same in every report.
Field Descriptions
The following table describes the fields used in the upper pane of this report.
Note: You can use wildcard characters in selected fields. For more information on using wildcards, see Searches.
Field |
Wildcards Accepted |
Description |
Fiscal Period Range |
||
Date
- From |
No |
You may select a range of fiscal periods to limit the report to collection activity that occurred within the range. Select the beginning fiscal period of the range. |
Date
- To |
No |
You may select a range of fiscal periods to limit the report to collection activity that occurred within the range. Select the ending fiscal period of the range. |
BA Branch Range |
||
Branch - From (No label) |
No |
You may select a range of billing account branches to limit the report to collection activity associated with branches within the range. Select the beginning branch of the range. (This menu originates from program #1530.) |
Branch
- To |
No |
You may select a range of billing account branches to limit the report to collection activity associated with branches within the range. Select the ending branch of the range. (This menu originates from program #1530.) |
Exclude |
No |
You may exclude a billing account branch from the report by selecting the branch and then entering a check mark in this box. |
BA Group 1 Range |
||
Group 1 - From (No label) |
No |
You may select a range of billing account Group 1 types to limit the report to collection activity associated with Group 1 types within the range. Select the beginning Group 1 type of the range. (This menu originates from program #1868.) |
Group
1 - To |
No |
You may select a range of billing account Group 1 types to limit the report to collection activity associated with Group 1 types within the range. Select the beginning Group 1 type of the range. (This menu originates from program #1868.) |
Exclude |
No |
You may exclude a billing account Group 1 type from the report by selecting the Group 1 type and then entering a check mark in this box. |
Collector ID |
Yes |
You may either select a specific collector ID to limit the report to collection activity associated with that dealer ID, or use the % wildcard to include all collector IDs. |
Running and Viewing a Report
For information on running and viewing a report, see Common Functions in SBN.
Report Example
The following graphic shows an example of the output of the Collector Productivity report.
Column Descriptions
The following table describes the columns used in the output of the report.
Column |
Description |
Collector |
Collector ID and name. |
Period |
Displays one row for each fiscal period in the report. O If the fiscal range includes the current fiscal period, one row displays the incomplete data for the current fiscal period. |
Calls |
Total number of phone calls made, based on (Number of actions attached) + (number of collection log records) for the accounts owned by the selected collector. |
# Accounts |
Number of accounts owned by the selected collector. |
Beg. Bal |
The beginning balance for all accounts owned by the selected collector, at the time they are assigned to the selected collector. |
Payments |
The total amount of payments posted to all accounts owned by the selected collector. |
% |
Percentage paid of the beginning balance. |
Credits |
The total amount of credits applied to all accounts owned by the selected collector. |
% |
Percentage credited from the beginning balance. |
Write-offs |
Total amount of write-offs applied to all accounts owned by the selected collector. |
% |
Percentage written-off from the beginning balance. |
Balance Due |
Total balance due at the end of the fiscal period for all accounts owned by the selected collector. |
% |
Percentage resolved of the beginning balance. |
Average |
Average of the selected collector for all fiscal periods included in the report. |
Report Average |
Average for all collectors for all fiscal periods included in the report. |
Button Functions
The following table displays the buttons, describes the shortcut keys, actions, and functionality.
Button |
Name |
Shortcut Key |
Action |
Description |
|
Open fields for recurring/template reports |
alt+f1 |
Open fields for recurring/template reports. |
|
|
Exit without saving |
esc |
Exit without saving changes to selected record. |
|
|
Save Existing Record |
enter |
Save changes to selected record. |
Modifications and Updates to Collector Productivity Report
The following table lists modifications and updates to the Collector Productivity Report document.
Mod Number |
Date |
Description |
n/a |
8/1/14 |
Images updated. |
n/a |
2/26/15 |
Added note about including the closing fiscal date in the report date range. |
F1 Help
| Delphi Forms | rcoprodform |
| Program Numbers | 2136 |