Menu 4.5 - Trans By Desk

The Transactions by Desk report, together with the Collector Performance report, can help you determine the effectiveness of your collectors. The report lists transactions sorted by collector desk. A separate page prints for each desk, with accounts listed in alphabetical order. The report can be run for the current month or the months stored in the Financial Transaction log. For more information, see Menu 6.4 - Performance Reports.

When a transaction is posted, The Collector System records both a transaction record and a transaction history record. This means that The Collector System does not wait until Month-End to move the current month's transaction into the transaction history file. When you choose to view the transaction history when generating a transaction report, you can choose to include current transactions as well.

The Transactions by Desk report format and formulas are the same as the Daily Transactions and Transactions by Client reports. The difference between the three reports is only the manner in which the transactions are sorted:

• The Daily Transactions report sorts by date
• The Transactions by Client report sorts by client
• The Transactions by Desk report sorts by desk

As with the other two reports, your agency's revenue figures are omitted from the report so that you can send it to a client, if desired.