This chapter describes the reports available to collectors and their managers.
This chapter covers the following topics:
The Collection Agent and Collections Manager responsibilities in Oracle Advanced Collections can run reports.
The following reports are available:
Campaign and Collector Outcome Report: These reports compare campaign and collector activities with promises to pay and with payments.
Payment Collector Report: This report compares the collector's promises to pay and payments collected for the hour or the day and compares them with a stated goal.
Payment Campaign Report: This report compares the results of a campaign for the past hour or for the day and compares them with a stated goal.
Reconciliation Report: This report compares promises to pay with receipt of promised payments.
Related Topics
Running the Campaign and Collector Outcome Reports
The Campaign Outcome Summary Report shows how a collections campaign is performing. It displays the following information:
Campaign
Outcome includes the following:
Number of disputes
Number of wrong numbers
Number of left messages
Number of refusals
Number of call backs
Promises
Payments
Result: A result of an interaction or activity. Results are defined in Interaction History.
Reason: A reason for the result of an interaction or activity. Reasons are defined in Interaction History.
Count
The Collector Outcome Summary Report shows how a collector is performing. It displays the following information:
Collector
Outcome: The outcome is the immediate response to an agent's call, such as Contact, No Answer, or Busy. Outcomes are defined in Interaction History.
Result: A result of an interaction or activity. Results are defined in Interaction History.
Reason: A reason for the result of an interaction or activity. Reasons are defined in Interaction History.
Count
Subtotal
The Payment Collector Summary Report displays payment activities compared with a stated goal by collector. The report includes the following columns:
Collector: The collector's name
Total collected: Total currency amount for the period for the payment types selected in the report parameters
Hourly average: The total collected divided by the number of hours logged
Hourly goal: The hourly goal set in the report parameters
Percent of hourly average: Hourly average collected divided by the hourly goal
Daily average: Total collected divided by number of days logged
Daily goal: The daily goal set in the report parameters
Percent of daily average: Daily average collected divided by the daily goal
Payments: Number of payments
Average payment: Average currency amount per payment
Invoices: Number of invoices
Average invoice: Average currency amount per invoice
Accounts: Number of accounts
Average accounts: Average currency amount per account
Related Topics
Running the Payment Collector Report
The Payment Collector Detail Report displays payment activities compared with a stated goal by collector. The report includes the following columns:
Account number
Invoice number
Payment type
Amount
Promise to pay date
Payment received
Remaining delinquency balance
Original delinquency balance
The Payment Campaign Summary Report displays payment activities compared with a stated goal by campaign. The report includes the following columns:
Campaign: Campaign name
Total collected: Total currency amount for the period for the payment types selected in the report parameters
Hourly average: The total collected divided by the number of hours logged
Hourly goal: The hourly goal set in the report parameters
Percent of hourly average: Hourly average collected divided by the hourly goal
Daily average: Total collected divided by number of days logged
Daily goal: The daily goal set in the report parameters
Percent of daily average: Daily average collected divided by the daily goal
Payments: Number of payments
Average payment: Average currency amount per payment
Invoices: Number of invoices
Average invoice: Average currency amount per invoice
Accounts: Number of accounts
Average accounts: Average currency amount per account
Related Topics
Running the Payment Campaign Report
The Payment Campaign Detail Report displays payment activities compared with a stated goal by campaign. The report includes the following columns:
Account number
Invoice number
Payment type
Amount
Promise to pay date
Payment received
Remaining delinquency balance
Original delinquency balance
The Promise Reconciliation Summary Report compares promises with payments and with broken promises. The report shows the following fields by schedule or by collector:
Number of promises to pay made
Promise to pay amount
Number of payments made
Payments amount received in currency
Number of broken promises
Amount in currency for broken promises
Number of open promises
Amount in currency for open promises
The Promise Reconciliation Detail Report itemizes promises to pay and payments and shows balances due. The report shows the following fields by schedule or by collector:
Account number
Invoice number
Promise to pay amount
Promise to pay item number: Optional free-form field entered when accepting a promise to pay.
Promise to pay origination date
Expected payment date
Payment date
Payment amount
Payment type
Payment item number: Optional free-form field entered when processing a payment.
Remaining balance