Reports

Reports

Reports – Report Builder

The Report Builder allows you to create rules to pull data from your system.
By |December 11th, 2018|Reports|Comments Off on Reports – Report Builder|

Reports – Client Portal Reports

The Client Portal Reports are copies of the reports that can be found in the Client Portal. These are specifically chosen reports that are pulled from all of the other reports available in the Reports menu, that best fit the needs of what clients usually ask for. Client Portal Reports can be previewed here while talking with a client to help address any questions without having to log in to the Client Portal directly.
By |July 24th, 2018|Client Portal Reports|Comments Off on Reports – Client Portal Reports|

Reports – Call Disposition Report

The Call Disposition Report is a graph that shows you all of the dialing attempts by day, based on the call dispositions recorded.
By |July 24th, 2018|Call Disposition Reports|Comments Off on Reports – Call Disposition Report|

Reports – User Access Report

The User Access Report is a summary of what collectors logged in and logged out of your SimplicityCollect account during a given date range, and the exact time it occurred. This is a great way to cross-reference work hours in the software with when employees are scheduled, as well as any strange access times outside of your normal office hours.
By |July 24th, 2018|User Access Report|Comments Off on Reports – User Access Report|

Reports – Quick Reports: Unsigned Payments Report

Quick Reports were designed to provide a place where SimplicityCollect Support staff could create custom reports easily for clients. All of the reports found in this section were created for existing clients and made available to all Simplicity clients for use as is deemed appropriate by each client.
By |July 24th, 2018|Quick Reports|Comments Off on Reports – Quick Reports: Unsigned Payments Report|

Reports – Quick Reports: Uncollectable / Return Report

Quick Reports were designed to provide a place where SimplicityCollect Support staff could create custom reports easily for clients. All of the reports found in this section were created for existing clients and made available to all Simplicity clients for use as is deemed appropriate by each client.
By |July 24th, 2018|Quick Reports|Comments Off on Reports – Quick Reports: Uncollectable / Return Report|

Reports – Quick Reports: Trust Balance Report

Quick Reports were designed to provide a place where SimplicityCollect Support staff could create custom reports easily for clients. All of the reports found in this section were created for existing clients and made available to all Simplicity clients for use as is deemed appropriate by each client.
By |July 24th, 2018|Quick Reports|Comments Off on Reports – Quick Reports: Trust Balance Report|

Reports – Quick Reports: Transaction Report

Quick Reports were designed to provide a place where SimplicityCollect Support staff could create custom reports easily for clients. All of the reports found in this section were created for existing clients and made available to all Simplicity clients for use as is deemed appropriate by each client.
By |July 24th, 2018|Quick Reports|Comments Off on Reports – Quick Reports: Transaction Report|

Reports – Quick Reports: Status Report

Quick Reports were designed to provide a place where SimplicityCollect Support staff could create custom reports easily for clients. All of the reports found in this section were created for existing clients and made available to all Simplicity clients for use as is deemed appropriate by each client.
By |July 23rd, 2018|Quick Reports|Comments Off on Reports – Quick Reports: Status Report|

Reports – Quick Reports: Sales Commissions

Quick Reports were designed to provide a place where SimplicityCollect Support staff could create custom reports easily for clients. All of the reports found in this section were created for existing clients and made available to all Simplicity clients for use as is deemed appropriate by each client.
By |July 23rd, 2018|Quick Reports|Comments Off on Reports – Quick Reports: Sales Commissions|