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Contact Report

Reports 2.0 - Contact Report

Contact Report and Emp Activity Report

Features:
  • Search By Employee, Contact Type, Date or Date Range (60 Days Max)
  • Columns: Employee, Customer, Customer Account Number, Account Age, Contact Date, Contact Code, Promise to Pay Date, Additional Notes.
  • Column Sorting Order – Click the top of any column to sort that column by either alpha or numeric order
  • Search Box to search all columns for specific data. Multiple search data1 or data2
  • Column Reorder for export
  • Choose only specific data for export
  • Employee Activity Report
New To Contact Report: Employee Activity Report

  • Total Payments Taken
  • Total Payment Reversals
  • Renewals BR – Total Borrower Renewals
  • Renewals NC – Total No Cash Given/Customer Paid to Renew
  • BR or NC Reversal Totals
  • NL New Loan or FB Former Borrower Renewal Totals
  • NL or FB Reversal Totals
  • Total # of Transactions – Total of all the above numbers
  • Promises Due Today: Total of customers that made a promise to pay for date
  • Promises In Today: Total of customers that promised to pay, and paid for date
  • Promises Due MTD: Total of customers that made a promise to pay from the first of the month
  • Promises In MTD: Total of customers that promised to pay, and paid from the first of the month
  • Call Back/Reminders – Not In Use Yet
  • Accounts Accessed – Not in Use Yet
  • First Activity – Time the employee logged into the software for the day
  • Last Activity – This maybe a closeout or the last known activity by the employee for the day
  • First Contact – first time the employee made their first contact entry with a customer for the day
  • Last Contact – last time the employee made a contact entry with a customer for the day