Report

Generate reports

Some of the report available includes

• Inventory
• Activity
• Promise
• Notes (by date)
• Status
• Confirmed payment

Main

Here you will find reports that can run against all users and clients

Confirmed Payment

This report will display all confirmed payments within the date range chosen. Click on the ref number will allow you to edit the confirmed payment information, click on the filename show the image or the document

Inventory

Enter the user id to run the inventory for

Collector

Activity report

This will show all the accounts that you have worked those assigned to you and not assigned to you and if you worked them more than once The activity report status is the status of the account when the activity is recorded. For example if the status is PNL at the time the collector update the account then that activity have a status of PNL. if on the same day the account is worked again and the user change the status to NEW then the status is new. In the activity record that account will have two entered for that day with two different status PNL and NEW

Worked today

Only accounts assigned to you will be counted and if an account is worked more than once it will be counted as one.

Custom Report

When inventory is chosen from any of the report tab, custom report is mad visible select this box to generate report a list of ten fields will be shown, change them as needed.