Reports

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Collections MAX Administrator comes with a set of pre-defined reports. These reports can be accessed by clicking the Reports button on the main control panel.

You will see the main reports screen here.

There are four different tabs on the top right that categorizes the type of reports is Collections MAX. To run any report simply select the report and click the Run Report button. You can save reports as a PDF file or print your reports by using the toolbar buttons at the top of the screen.

Different reports have different parameters, so you may be prompted to select a client or a range of dates that you want the report to run depending on which report you select.

Batch Processing

The report writer has a batch processing feature that allows you to generate all the reports you need for your clients. The system will save all the reports as a PDF file in the folder location that you designate. You can also send a copy of each report to the default printer on the computer.

To access this feature, click the batch process button on the client tab.

Select the reports that you want to generate by selecting the checkbox next to the report,

Set the date range of the reports.

Check the print to default printer box if you want a copy of each report sent to the printer.

Select the folder destination to where you would like the reports to be saved to.

Click the OK button to start the process.

To set the heading for the reports you need to go to the main control panel and select Utilities and then select Settings. Click the Reports Heading tab to create a heading.

NOTE: Make sure to select a font and font size when you create a heading or Collections MAX Administrator may give you an error when running reports!

Here is a breakdown of the current reports including in Collections Max Administrator

Report Name	Tab	Heading	Description
Account status for all portfolios	Accounts	No	Shows account status for all accounts in the system.
Account status by portfolio	Accounts	No	Shows account status for selected portfolio only.
Account status by client	Accounts	No	Shows account status for selected client only.
Account status by status	Accounts	No	Shows account status for all accounts for selected status only.
Account status by client and status	Accounts	No	Shows account status for selected client and selected status only.
Out of statute accounts	Accounts	No	Shows accounts that have passed their SOL (statute of limitations date)
Out of statute accounts by date	Accounts	No	Shows accounts that have or are about to pass their SOL (statute of limitations date) between dates selected.
Posted remittance between dates	Clients	Yes	Shows posted remittance (payments that went through OK) for the date range and client you have selected.
Pending remittance between dates	Clients	Yes	Shows pending remittance (payments that have not yet been processed I.E. postdated checks) for the date range and client you have selected.
Reversed remittance between dates	Clients	Yes	Shows reversed remittance (payments that was returned or bounced) for the date range and client you have selected.
Promises between dates	Clients	Yes	Shows promises to pay for given date range.
Bankruptcy and Deceased by client	Clients	Yes	Shows Bankruptcy and Deceased status by selected client.
Document request by client	Clients	Yes	Shows document request (PENDING VOD) status for selected client.
Collector totals (between dates)	Employees	No	Shows a breakdown of collectors totals by fee and gross dollars. Important when calculating bonuses.
Salesman totals (between dates)	Employees	No	Shows a breakdown of salesman totals by fee and gross dollars. Also calculates bonus.
Funds posted between dates	Payments	No	Shows all funds posted between selected date range.
Funds pending between dates	Payments	No	Shows all funds pending between selected date range
Funds reversed between dates	Payments	No	Shows all funds reversed between selected date range.
Funds posted detail between dates	Payments	No	Shows all funds posted between selected date range with more account information.
Funds pending detail between dates	Payments	No	Shows all funds pending between selected date range with more account information.
Funds reversed detail between dates	Payments	No	Shows all funds posted between selected date range with more account information.
Advanced and Reimbursed Fees	Payments	No	Shows advanced and reimbursed fees on all applicable accounts.
Transaction Report	Payments	No	Shows breakdown of payment disbursement for all accounts.
Transaction Report (by date)	Payments	No	Shows breakdown of payment disbursement for all accounts within a specified date range.