Business Analysis Summary Reports

Introduction

Business Analysis Summary reports are used to provide a summary report breakdown of referred accounts, recoveries, revenue and activity (Credit Report orders, Letters ordered, Result Codes used) for a given date range and can be grouped by various category types.

Configuration

Business Analysis Report Navigation Menu

Business Analysis Report Navigation Window

Business Analysis by Companies Summary

Once the Business Analysis by Companies Summary Report option is elected the following window is displayed

Business Analysis by Companies Summary Report Window

Options are:

Exit -	Navigates back to the main IMPACT window without making any changes.
OK	Generate the report

Fields Table

Which Company -	Use the Company drop down field to limit the report to specified Company Code. The default value for this field is All, which will include all Company Codes.
Date Range From / thru -	Enter a referral date range for accounts to be included in this report.
Include Other -	Determines if the Other money bucket is included in the calculations in this report.
Include Misc1 -	Determines if the Misc1 money bucket is included in the calculations in this report.
Include Misc2 -	Determines if the Misc2 money bucket is included in the calculations in this report.
Include Interest -	Determines if the Interest money bucket is included in the calculations in this report.

Business Analysis by Company by Client Summary

Once the Business Analysis by Company by Client Summary Report option is elected the following window is displayed

Business Analysis by Company by Client Summary Report Window

Options are:

Exit -	Navigates back to the main IMPACT window without making any changes.
OK	Generate the report

Fields Table

Which Company -	Use the Company drop down field to limit the report to specified Company Code. The default value for this field is All, which will include all Company Codes.
Which Client(s) -	Use the Client(s) from and through fields to limit the report to a specified Client Code or range of Client Codes.
Date Range From / thru -	Enter a referral date range for accounts to be included in this report.
Include Other -	Determines if the Other money bucket is included in the calculations in this report.
Include Misc1 -	Determines if the Misc1 money bucket is included in the calculations in this report.
Include Misc2 -	Determines if the Misc2 money bucket is included in the calculations in this report.
Include Interest -	Determines if the Interest money bucket is included in the calculations in this report.

Business Analysis by Company by Consolidated Client Summary

Once the Business Analysis by Company by Consolidated Client Summary Report option is elected the following window is displayed

Business Analysis by Company by consolidated Client Summary Report Window

Options are:

Exit -	Navigates back to the main IMPACT window without making any changes.
OK	Generate the report

Fields Table

Date Range From / thru -	Enter a referral date range for accounts to be included in this report.
Which Company -	Use the Company drop down field to limit the report to specified Company Code. The default value for this field is All, which will include all Company Codes.
Which Client(s) -	Use the Client(s) from and through fields to limit the report to a specified Client Code or range of Client Codes.
Include Other -	Determines if the Other money bucket is included in the calculations in this report.
Include Misc1 -	Determines if the Misc1 money bucket is included in the calculations in this report.
Include Misc2 -	Determines if the Misc2 money bucket is included in the calculations in this report.
Include Interest -	Determines if the Interest money bucket is included in the calculations in this report.

Business Analysis by Company by Salesperson Summary

Once the Business Analysis by Company by Salesperson Summary Report option is elected the following window is displayed

Business Analysis by Company by Salesperson Summary Report Window

Options are:

Exit -	Navigates back to the main IMPACT window without making any changes.
OK	Generate the report

Fields Table

Date Range From / thru -
Salesperson from  - thru -
Include Other -
Include Misc1 -
Include Misc2 -
Include Interest -

Business Analysis by Company by Department Summary

Once the Business Analysis by Company by Department Summary Report option is elected the following window is displayed

Business Analysis by Company by Department Summary Report Window

Options are:

Exit -	Navigates back to the main IMPACT window without making any changes.
OK	Generate the report

Fields Table

Date Range From / thru -
Departments -
Include Other -
Include Misc1 -
Include Misc2 -
Include Interest -

Business Analysis by Department by Desk Summary

Once the Business Analysis by Department by Desk Summary Report option is elected the following window is displayed

Business Analysis by Department by Desk Summary Report Window

Options are:

Exit -	Navigates back to the main IMPACT window without making any changes.
OK	Generate the report

Fields Table

Date Range From / thru -	Enter a referral date range for accounts to be included in this report.
Departments -	Use the Departments drop down fields to select available Department Codes from the Department Code Table to include in the report.
Desks -	Use the Desks drop down fields to select available Desk Codes from the Desk Code Table to include in the report.
Include Other -	Determines if the Other money bucket is included in the calculations in this report.
Include Misc1 -	Determines if the Misc1 money bucket is included in the calculations in this report.
Include Misc2 -	Determines if the Misc2 money bucket is included in the calculations in this report.
Include Interest -	Determines if the Interest money bucket is included in the calculations in this report.

To view an explanation of this report click here: Report Description

Summary Report Types:

By Company -
By Company by Client -
By Company by Consolidated Client -
By Company by Salesperson -
By company by Department -
By Company by Department by Desk  -