Changing a Report

Before you set up your groups, you should set up the reports for the group: one Submit (also called “New”) report and one Update report. (A Submit report is a list of newly delinquent borrowers since the last Submit report. An Update report is a list of borrowers 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.) This way, Debt Collect knows what information to put on each report for the collection agency and others.

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 report 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.

Before You Begin

If you have not already done so, you should ask your collection agency what borrower information the collection agency needs you to include in the Debt Collect Submit (or New) report and the Debt Collect Update report.

The collection agency may want different information on the Submit (New) report versus the Update report. You can even send a copy of a sample report to show the default information that appears.

To change a report

1 Be sure that you are not running the Debt Collect Day End processes.
2 In the Horizon Client, go to Administration > Table Editor.
3 Select the debt_rpt table, and then click OK.

The Debt Collection Reports dialog box displays.

4 Select a report from the list and click Edit.

Debt Collect displays the Report Edit window:

5 Change these fields, as necessary:

Field

Description

Name

Enter the name of the report.

(For example, if this is a submit report for Group 2, enter submit 2.)

Description

Enter a description of the report.

(For example, if this is a submit report for Group 2 [the West branch location], enter Submit Report for West (#2).)

6 Do one or more of these tasks, as necessary; otherwise, skip to step 7:

To do this

Do this

Change an existing field in the report

1 Select the field to change from the Report Fields drop-down.

(For example, if you want to break down the amounts being submitted or updated on reports by location, then choose the “locamt” field for this report.)

2 Assign the Seq value for the order in which the field appears in the report. This value must not already be assigned to an existing field.
3 If necessary, type or choose a Field Name by clicking Codes and selecting the field name to use instead of the currently selected field.

Debt Collect changes the field.

Insert a new field in the report

1 In the Report Fields area, click New.
2 Debt Collect inserts the new blank field.
3 Assign the Seq value for the order in which the field appears in the report. This value must not already be assigned to an existing field.
4 Type or choose a Field Name by clicking Codes and selecting the field name to use.

Change the order of the fields in the report

In the Seq field, enter the number for the order in which you want this field to appear in the report. This value must not already be assigned to an existing field.

Delete a field from the report

1 Select the Report Field that you want to delete.
2 Click Delete.

Debt Collect deletes the field from the report.

7 Save your changes and click Close.
8 Repeat steps 4 through 7 if you want to create or change another report.

 


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