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Collection Report in TOPS [ONE]

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DESCRIPTION

The Collection Report shows a listing of owners in the Collection Action Process.

This guide will explain how to view, print, and export a Collection report. This guide will also give you instructions on how to schedule the report to be emailed to a recipient automatically. 

 

 How to View/Export

Starting from the main menu:

Click Reports and select Standard.

  

Look in the Accounts Receivable section.

Click Collection Report.

  • Edit the Sort and Export Format options if needed.
    • Options -  Hides the editable report options.  
    • Schedule - Email reports on a schedule, or as a one-time email. 
    • SortSelect an option to arrange the report by your preference 
    • Export Format - Select the export format: PDF, Excel, or Word.

If you made any changes, click  to see the changes in the balance sheet on screen or before exporting.

Once you're finished, click 

This will download the exported report to your default download folder.

 

 

 How to schedule a report

 Click  Schedule. This will display the scheduling options.

  • Schedule - Email reports on a schedule, or as a one-time email. 

    • Frequency - How often the reports will be sent. (Once, monthly, quarterly, etc.)
    • Permitted Days - Control which days of the week the reports will send. For example, you can restrict reports from being sent on a weekend.
    • Start Date - Date the reports will start being sent.
    • End Date - Date the reports will no longer be sent automatically. 
    • Recipient - Email address the reports will be sent to.

Click Schedule at the bottom of the screen to save the scheduling process 

Go to Automation to see this scheduled job.

 

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