eCredit offers standard reports for both the credit
and collections business licenses. The standard reports available to you
depend on your business license and the reports that are added as a capability
to your user Access role.
The following are the standard reports provided with
eCredit when you have a credit business license:
The following are the standard reports available to
you when you have a collections business license for eCredit:
|
Report |
Provides this information for a specified time frame |
|
Accounts Receivable by Business Unit
Accounts Receivable by Region
Accounts Receivable by Subscriber |
Amounts in each of your aging buckets for a time frame
that you specify when generating the report. The report includes the percentage
of each aging bucket that is overdue.
You can generate three Accounts Receivable reports:
by business unit, by region, and by subscriber (your total enterprise).
|
|
Aging Trend by Business Unit
Aging Trend by
Region
Aging Trend by
Subscriber |
Compares total A/R amounts for a selected period with
the totals for the current date. The report includes aging bucket amounts,
the amount for each aging bucket that is past due, and the percentage
of the aging bucket that is past due.
You can generate three Aging Trend reports: by business
unit, region, or subscriber. |
|
Cash Forecast by Business Unit
Cash Forecast by Region
Cash Forecast by Subscriber |
Provides aging by business unit and projects forecasts
for your collections. The report includes the total in each aging bucket
and the percentage of total A/R each aging bucket represents.
You can generate three Cash Forecast reports: by business
unit, region, or subscriber. |
|
Customer Exposure by Business Unit
Customer Exposure by Region
Customer Exposure by Subscriber |
Compares the aging for your highest A/R customers with
the A/R for all customers. You specify the number of top customers you
want to use for the comparison.
You can generate three Customer Exposure reports: by
business unit, region, or subscriber. |
|
Daily Collection Activity |
Includes the daily collection activity for each collector
as measured by the amount and number of promises and disputes taken, total
number of action items and the number of action items completed, the total
number of customers and the number of customers completed, and the
number of e-mail and faxes sent. |
|
Dispute by Business Unit
Dispute by Region
Dispute by Subscriber |
Includes the dispute amount and number of customers
for each dispute category, type, and cause.
You can generate three Dispute reports: by business
unit, by region, and by subscriber. |
|
Out of Balance Summary
Out of Balance Detail |
The Out of Balance Summary report lists the customers
whose A/R balances as calculated by eCredit do not match the AR balances
you sent for the customers. The report includes the eCredit AR balance,
the AR balance that you sent for the customer, and the amount of the variance.
The Out of Balance Detail report provides detailed invoice information
for each customer included in the report. |
|
Open Disputes by Business Unit
Open Disputes by Region
Open Disputes by Subscriber |
For open disputes, provides the number of disputes,
the number of invoices and the total disputed amount for each dispute
type.
You can generate three Open Disputes reports: by business
unit, by region, and by subscriber. |
|
Resolved Disputes by Business Unit
Resolved Disputes by Region
Resolved Disputes by Subscriber |
For resolved disputes, includes the dispute cause, category,
type, the # of invoices, and the average resolution cycle time.
You can generate three Resolved Disputes reports: by
business unit, by region, and by subscriber. |
|
Statement of Account |
Summarizes all outstanding invoices for a customer,
including the Invoice #, date, due date, invoice amount, and amount due
for each invoice. The invoice amount and amount due are totaled for all
invoices. |
|
Strategy Verification Report by Segment |
Includes the customers and invoices assigned to the
selected segment, and the strategy, workgroup, and user assigned to the
invoice. For each invoice, the report includes the total number of pending
and completed actions, and the date of the next scheduled auto task. |
|
Strategy Verification Report by Workgroup |
Includes the customer and invoices assigned to the selected
workgroup, and the strategy, segment, and user assigned to the invoice.
For each invoice, the report includes the total number of pending and
completed actions, and the date of the next scheduled auto task. |
|
Strategy Verification |
Includes the strategy and workgroup name, user name,
segment name, user name, total number of action items, the number of completed
actions, and the next auto action due date for the customer and invoice
you specify when generating the report. |
|
Top Disputed Accounts by Business Unit
Top Disputed Accounts by
Region
Top Disputed Accounts by
Customer |
Provides dispute amount, the number of disputes, and
the minimum and maximum invoice age for your customers with the highest
disputed amounts. You specify the number of top customers to be included
in the report.
You can generate three Top Disputed Accounts reports:
by business unit, by region, and by customer. By customer includes the
specified number of top
disputed accounts for your entire enterprise. |
|
Write Off by Business Unit
Write Off by Region
Write Off by Subscriber |
Provides the number of customers written off, and the
amount written off.
You can generate three Write Off reports: by business
unit, by region, and by subscriber. |
