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.
Certain reports may also have a show report formulas button that breaks down the information in the report even more.
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.
Hours Worked By Account:
Returns the total times worked for each account within the provided date range.
- Filter by Start and End Date
- Select Client
- Click Generate Report
This report calculates the time worked according to when the Start Work and Stop Work buttons are utilized on the Legal Details tab of each account. The date and time can be edited by clicking on the pencil icon and deleted by clicking on the red X icon.
To automatically have time added to this table in 10 min increments, go to Settings > Administrators > Company/CC Settings and enable the option Automate time worked in 10 minute intervals. When enabled, a start and end time in the span of 10 minutes will be added to the table when a collector starts working the account. The account is considered “worked” when:
- a payment is made,
- when the Save button is used,
- a note is added/edited/deleted,
- or any action that causes the page to reload.
If the collector is still working the account after 10 minutes, another 10 minutes will be added automatically to the time.
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.