FOR CLOSERS AND ADMINS

Reports

The Report Library (the full CollectionsMax report list), account status, payments, remittance with commission, and employee stats.

The Report Library

Dashboard → Reports.
The reports are listed down the left in sections you can open and close: Quick Reports, then Accounts, Clients, Misc and Employees (the same list as CollectionsMax).
Pick the client, portfolio, status, person or dates it asks for, then Run Report.
Download for Excel, or Print / Save PDF to send it to a client.

Good to Know

Remittance reports show your fee and what’s due the client, from each portfolio’s commission %. Tick Show Each Payment for the detail.
Out of Statute reports count from the last payment (or charge-off) plus the years for the debtor’s state. Admins can change any state’s years with Statute Years by State. Check them with your attorney.
Employee reports are for admins only.
Fees (court costs, filing) are added on the account with the Fees button under Take Payment.

Account status: how many accounts and dollars by status, client, portfolio, or client and status.
Account summary: how many accounts are open, unassigned and never worked, plus dollars placed, collected and still owed.
Payments: by day, closer, Point Caller, client, portfolio or method.
Remittance: what you owe each client after your commission, including reversals to take off the next check.
Employee stats: for each person, accounts worked, notes, calls, skips, deals set up, and payments posted as closer and as Point Caller.
CollectionsMax portfolios (live): straight from CollectionsMax, if you’re still using it.

Good to Know

Pick a date range (Today, This week, Last month and so on) and filter by client or portfolio.
Download CSV saves the report for Excel.