Here is a description of the two report types:
• | Update Report: This report contains a list of borrowers and their information (such as name, phone number, address, and so forth) who have had any kind of activity on their account—from a small payment to completely settling their account with the library—since the last Submit or Update report. |
Each group in Debt Collect must have at least a Submit (New) report and an Update report. This way, Debt Collect knows the location or locations to generate reports for. (For more information on groups, see Setting Up a Group.)
Debt Collect delivers two default reports (submit 1 and update 1). If you are setting up a report for the first time, you can change the default fields on the default reports to fit the needs of your location or locations and your collection agency. Debt Collect then gets its information from the fields on your Horizon borrower records and generates the reports.
Before you set up a report, you may want to view all of the fields that Debt Collect lets you put on a report, then discuss what kinds of information your collection agency needs in both the Submit (New) and Update reports.
This section explains these topics:
• | Changing a Report |
• | Setting Up the Specifier for the Phone and Bphone Fields |
• | Changing the Display of the Report List |
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