Collection Report in TOPS [ONE]

Description

The Collection Report shows a listing of owners in the Collection Action Process.

This guide will explain how to view, print, and export a Collection report. This guide will also give you instructions on how to schedule the report to be emailed to a recipient automatically. 

 

 

How to View/Export

Starting from the main menu:

Click Reports and select Standard.

 2018-10-02_13_58_36-TOPS__ONE_.jpg 

Look in the Accounts Receivable section.

Click Collection Report.

  • Edit the Sort and Export Format options if needed.
    • Options -  Hides the editable report options.  
    • Schedule - Email reports on a schedule, or as a one-time email. 
    • SortSelect an option to arrange the report by your preference 
    • Export Format - Select the export format: PDF, Excel, or Word.

If you made any changes, click 2018-10-02_13_59_09-TOPS__ONE_.jpg to see the changes in the balance sheet on screen or before exporting.

Once you're finished, click 2018-10-02_13_59_32-TOPS__ONE_.jpg

This will download the exported report to your default download folder.

 

 

 How to schedule a report

 Click  Schedule. This will display the scheduling options.

2018-10-02_14_00_08-TOPS__ONE_.jpg

  • Schedule - Email reports on a schedule, or as a one-time email. 

    • Frequency - How often the reports will be sent. (Once, monthly, quarterly, etc.)
    • Permitted Days - Control which days of the week the reports will send. For example, you can restrict reports from being sent on a weekend.
    • Start Date - Date the reports will start being sent.
    • End Date - Date the reports will no longer be sent automatically. 
    • Recipient - Email address the reports will be sent to.

Click Schedule at the bottom of the screen to save the scheduling process 

Go to Automation to see this scheduled job.

2018-10-02_14_00_28-TOPS__ONE_.jpg

 

Did you find this article helpful?

1 out of 2 found this helpful