You asked for it, and they are here! The first set of Collections Management SQL Server Reporting Services (SSRS) reports are out in the September 2013 release of Collections Management, and there is a lot of excitement as the curtain is pulled back on this powerful new feature.
Previously, we’ve discussed how you can start planning your own reports using our Collections Management Table and Field Reference guide.
Professional Advantage’s own Business Intelligence department put this knowledge to good use and have created two new SSRS reports for Collections Management, and it looks great to see them included in the SSRS report lineup:
The two new reports are the Aging Details, and Aging Details Collections.
The Aging Details provides a clean and streamlined way to see your Current Customer Aging:
The Aging Details Collections report provides a powerful visual queue for identifying where to focus your collection efforts. The report allows you to first see where all your aging buckets by value for a customer, and more importantly, if they have notes attached to them:
For this customer we can quickly see that there are outstanding documents over 61 days past due, but have never had any notes or actions assigned to them. It’s time to get on the ball and contact the customer about these transactions:
The second graph on this report breaks down the aging by item. This quickly points out product lines that need improvement in their Days Sales Outstanding to determine ways to get a quicker return and better bottom line for your company. Sounds like a Kaizen event is on the horizon!
