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Report Info:

The Recovery Report shows an annual overview of the money that was collected by your company, and the total number of accounts placed per month.

Recovery Reports can be used for (but not limited to) the following:

  • To see how productive certain time periods have been
  • To view your total gross collection rate
  • To determine how many accounts were placed in your system during the year
  • To see the total pending collection amount $ left for each year

 

Filters:

  • Clients
  • From (Year)
  • To (Year)
  • Year Scroll

 

Generating the Report:

Once you have set the proper filters, click on the button Generate Report.  You can use the page numbers and/or arrows at the top to navigate documents with multiple pages.

 

Saving, Printing, and/or Exporting the Report:

You can click the Export button to choose which type of program you’d like to open the report in. You can export, open, or save the report in either Microsoft Excel, Microsoft Word, or PDF format:

You will have to use the above option to Print the report, as each program has its own print functionality. You’ll even be able to customize the report prior to printing, depending on the program.

NOTE: The system does not automatically save these reports each time you generate them; they are always generated in real time. You can generate them as rarely or as often as you wish to. If you need to save a copy of each one, you can create a folder on your computer to store them in, or generate them again at a later date.

 

Tips:

 

If you would like to see how this report applies to your accounts specifically, we suggest creating a test account which can be applied to any number of practice scenarios.

For any filters that have a listed box of options available (such as Collectors or Clients), multiple items can be selected from that box by holding the CTRL button (or COMMAND button) while clicking each item.

See anything missing or out of date on this page? Please contact Simplicity Support at helpdesk@simplicitycollect.com.