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:
Collector Campaign Schedule Report: These report show the collector campaign schedules.
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.
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.
Promise Reconciliation Report: This report compares promises to pay with receipt of promised payments.
Related Topics
Collector Campaign Schedule Report
The Collector Campaign Schedule 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
See: Running the Collector Campaign Schedule Report
Related Topics
Running Oracle Advanced Collections Reports
The Campaign Outcome Report and the Collector Outcome Report show collection activities and compare the activities with promises to pay and with payments. Use this procedure to run the Campaign or Collector Outcome Report.
Steps
Navigate to Reports.
The Collections Reports page lists available reports.
Click Campaign Collector Outcome Report.
The page lists parameters for running the report.
In the Date field, choose the time period the report covers.
In the Type field, choose to run the report by campaign or by collector.
Use the LOVs to choose filter information in the remaining fields:
Campaign Schedule
Collector
Outcome
Result
Reason
Click Run Report.
The Payment Campaign 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
See: Running the Payment Campaign Report
Related Topics
Running Oracle Advanced Collections Reports
You can monitor the results for a particular campaign by the hour or for the day in relation to a stated goal. Use this procedure to run the Payment Campaign Report.
Steps
Using the Collections Agent responsibility, navigate to Reports.
The Collections Reports page lists available reports.
Click Payment Campaign Report.
The page lists parameters for running the report.
In the Date field, choose the time period the report covers.
Select a currency to use for the report results.
Use the LOV to choose a campaign schedule or use the default All.
In the Report Type field, choose to run either a summary or a detail report.
Choose the type of payments collected under the campaign to be shown in the report or choose All.
Select either hourly or daily for the goal.
Enter the goal amount.
Click Run Report.
The Payment Collector 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
See: Running the Payment Collector Report
Related Topics
Running Oracle Advanced Collections Reports
A collector or manager can quickly view collections activity for the day or for the hour and compare it to a goal. Collectors can manage their activities hour by hour to reach their daily goals. Use this procedure to run the Payment Collector Report.
Steps
Navigate to Reports.
The Collections Reports page lists available reports.
Click Payment Collector Report.
The page lists parameters for running the report.
In the Date field, choose the time period the report covers.
Select a currency to use for the report results.
Use the LOV to choose the collector or a group. If you are logged in as a Collections Agent, then the field displays your user name.
In the Report Type field, choose to run either a summary or a detail report.
Choose the type of payments collected by the collector to be shown in the report or choose All.
Select either hourly or daily for the goal.
Enter the goal amount.
Click Run Report.
The Promise Reconciliation Report compares promises with payments and with broken promises. The report shows the following fields:
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
See: Running the Promise Reconciliation Report
Related Topics
Running Oracle Advanced Collections Reports
The Reconciliation Report compares promises to pay with receipts of promised payments. In this report, canceled promises are not identified as broken promises.
Use this procedure to run the Reconciliation Report.
Steps
Using the Collections Agent responsibility, navigate to Reports.
The Collections Reports page lists available reports.
Click Reconciliation Report.
The page lists parameters for running the report.
In the Date field, choose the time period the report covers.
Select a currency to use for the report results.
Choose to group by campaign schedule or by collector.
Optionally, use the LOV to limit the report to a selected collector or schedule.
Click Run.