Collections by Member Report

The Collections by Member Report shows the total amount owed by a contact. It can be filtered by particular goods/services, salesperson, or due date ranges. It may be particularly useful for sending collections letters or for assigning salesperson follow-ups.

The report may be filtered in the following ways:

• Created Date Between (created date = the date the invoice was created)
• Invoice Date Between
• Due Date Between
• Membership Type
• Good/Service Item
• Good/Service Type
• Product Category
• Sales Rep
• Only Show Past Due

1. Click Reports in the left-hand navigation panel and select Collections by Member Report OR go the Billing module Overview tab and select Collections by Member Report in the right hand pane.

   

2. Enter desired filtering options and Fields to Display.

   

3. Click Run Report.

   

See the following for Common Report Functions:

• Export Reports
• Email Reports
• Add Report Contacts to a List/Committee
• Mailing Labels
• Save a Report as a New Report
• Save a report as a Favorite Report
• Report Filtering Options