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 |
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: |
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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