Group: Customer Service & Collections

Type:    Form
Description: Provides access to customer services and collections reports group.
Tabs:

Cancellation by Reason Code

 view

Customer Account Balance Aging

 view

Customer Account Default Rate by Merchant Account

 view

Merchant Activity

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Merchant Activity by Agent

 view

New Collections Detail

 view

Payments Collected

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Items:


Cancellation by Reason Code
Provides access to report with cancellations by reason code generation options.
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Back
Allows to close current reports group and get back to the previous folder.
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From/To Date
Date range used to generate the report.
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Merchant Account
Allows to select an appropriate merchant account from the list.
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Cancellation Type
Allows to select an appropriate cancellation type.
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Upgrades and Cancellations
Indicates that both upgrades and cancellations are included in the report.
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Upgrades Cancels
Indicates that only upgrades cancels are included in the report.
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Cancellations
Indicates that only cancellations are included in the report.
Payment Plan Type
Allows to select an appropriate payment plan type.
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All
Indicates that all types of payment plan are included in the report.
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Complimentary
Indicates that only complimentary payment plans are included in the report.
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Fixed
Indicates that only fixed payment plans are included in the report.
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Perpetual
Indicates that only perpetual payment plans are included in the report.
Export Type
Allows to select a type of an export file that is generated.
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HTML
Indicates that report is generated in HTML format.
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PDF
Indicates that report is generated in PDF format.
Generate In Background
Indicates whether the report is generated in the background or not.
Run
Allows to run report generation process.

Customer Account Balance Aging
Provides access to generation options of a report that show due balance breakdown by age groups for a list of customers. Use this report to analyze age of debt on any overdue customer account.
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Back
Allows to close current reports group and get back to the previous folder.
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Merchant Account
Allows to select an appropriate merchant account from the list.
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Export Type
Allows to select a type of an export file that is generated.
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HTML
Indicates that report is generated in HTML format.
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XLS
Indicates that report is generated in XLS format.
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CSV
Indicates that report is generated in CSV format.
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PDF
Indicates that report is generated in PDF format.
Generate In Background
Indicates whether the report is generated in the background or not.
Run
Allows to run report generation process.

Customer Account Default Rate by Merchant Account
Provides access to generation options of a report that show customer account default rates by merchant account.
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Back
Allows to close current reports group and get back to the previous folder.
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From/To Date
Date range used to generate the report.
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Merchant Account
Allows to select an appropriate merchant account from the list.
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Export Type
Allows to select a type of an export file that is generated.
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HTML
Indicates that report is generated in HTML format.
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XLS
Indicates that report is generated in XLS format.
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PDF
Indicates that report is generated in PDF format.
Generate In Background
Indicates whether the report is generated in the background or not.
Run
Allows to run report generation process.

Merchant Activity
Provides access to generation options of a report that show financial activity for a given merchant over the specified time period. The transactions are broken down by activity type (newly created, paid and waived) and by type of revenue (invoice, return fee (bank fee) and late fee (service fee)).
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Back
Allows to close current reports group and get back to the previous folder.
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From/To Date
Date range used to generate the report.
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Merchant Account
Allows to select an appropriate merchant account from the list.
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Export Type
Allows to select a type of an export file that is generated.
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HTML
Indicates that report is generated in HTML format.
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PDF
Indicates that report is generated in PDF format.
Generate In Background
Indicates whether the report is generated in the background or not.
Run
Allows to run report generation process.

Merchant Activity by Agent
Provides access to generation options of a report that show breakdown of agent`s collections effort. Use this report to analyze performance (in terms of money collected) of a collections agent.
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Back
Allows to close current reports group and get back to the previous folder.
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From/To Date
Date range used to generate the report.
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Merchant Account
Allows to select an appropriate merchant account from the list.
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Summary
Indicates whether the report is summary or not.
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Agent
Allows to select an appropriate agent account from the list.
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Export Type
Allows to select a type of an export file that is generated.
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HTML
Indicates that report is generated in HTML format.
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PDF
Indicates that report is generated in PDF format.
Generate In Background
Indicates whether the report is generated in the background or not.
Run
Allows to run report generation process.

New Collections Detail
Provides access to generation options of a report that show new collections details.
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Back
Allows to close current reports group and get back to the previous folder.
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From/To Date
Date range used to generate the report.
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Merchant Account
Allows to select an appropriate merchant account from the list.
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Export Type
Allows to select a type of an export file that is generated.
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HTML
Indicates that report is generated in HTML format.
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PDF
Indicates that report is generated in PDF format.
Generate In Background
Indicates whether the report is generated in the background or not.
Run
Allows to run report generation process.

Payments Collected
Provides access to generation options of a report that show collected payments analysis.
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Back
Allows to close current reports group and get back to the previous folder.
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From/To Date
Date range used to generate the report.
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Merchant Account
Allows to select an appropriate merchant account from the list.
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Export Type
Allows to select a type of an export file that is generated.
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HTML
Indicates that report is generated in HTML format.
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PDF
Indicates that report is generated in PDF format.
Generate In Background
Indicates whether the report is generated in the background or not.
Run
Allows to run report generation process.
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