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Collection Call report aka "Call past dues report"

akangasakangas GARegistered User
Is there any manager or relief manager that knows whether or not the aforementioned report can be edited to display only 3, 7, 13, 23, 27 days late customers?    Adam 
Adam Kangas
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  • 87ambie87ambie NARegistered User, Daily Operations Certified, Advanced Operations Certified, myHub Certified ✭✭
    You can export the report to excel and then sort or filter by whatever parameters work for you. 
  • akangasakangas GARegistered User
    87ambie said:
    You can export the report to excel and then sort or filter by whatever parameters work for you. 

    Which button is used for Excel export?

    Adam Kangas
  • ESSESS TXRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭
    akangas said:
    87ambie said:
    You can export the report to excel and then sort or filter by whatever parameters work for you. 

    Which button is used for Excel export?


    Angela Reyes
    www.rentess.com
  • akangasakangas GARegistered User
    87ambie said:
    You can export the report to excel and then sort or filter by whatever parameters work for you. 

    Which button is used for Excell export. 

    Adam Kangas
  • akangasakangas GARegistered User
    1. I CAN NOT FIND that symbol for exporting on that particular report. It is probably right in front of me. Do you know where it is at on the" Call Past Dues " report. Ambie?


    Adam Kangas
  • ESSESS TXRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭
    edited June 15
    @akangas If you are in the Call Past Dues, you can sort them by Days Late first then click Print (on the right side of screen). At the top of the print report, it says Export. It will export the whole list, but sorting it first will help you to delete the unneeded ones in Excel. Anytime you want to Export something without that symbol (which is only in the Reports tab) you will click on Print and it will be an option.
    Angela Reyes
    www.rentess.com
  • akangasakangas GARegistered User
    Thank You ESS
    Adam Kangas
  • akangasakangas GARegistered User
    After one exports it to Excel, how do you retrieve it to edit it?
    Adam Kangas
  • ESSESS TXRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭
    akangas said:
    After one exports it to Excel, how do you retrieve it to edit it?
    When you save it, it will ask where to save it to. I always choose Desktop so it's easy to find and file it afterwards, if necessary. Otherwise, you would look in Excel.
    Angela Reyes
    www.rentess.com
  • akangasakangas GARegistered User
    I found it in files, just unsure how to edit it down to the 3,7,13,23,27 day late ones.    Thanks everyone for the help. Adam
    Adam Kangas
  • ESSESS TXRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭
    akangas said:
    I found it in files, just unsure how to edit it down to the 3,7,13,23,27 day late ones.    Thanks everyone for the help. Adam
    Did you sort them before exporting them? If so, just highlight from the bottom of your page in Excel up to your stopping point, 27 days, and delete.
    Angela Reyes
    www.rentess.com
  • 87ambie87ambie NARegistered User, Daily Operations Certified, Advanced Operations Certified, myHub Certified ✭✭
    Once you've selected print in collection calls you will have the option to export:

    Once you've exported as an excel sheet you can filter the past due column. Select the column and then select filter at the top:

    Select the drop down on the column that has past dues and filter by however many days:

    Hope this helps!
  • akangasakangas GARegistered User
    87ambie said:
    Once you've selected print in collection calls you will have the option to export:

    Once you've exported as an excel sheet you can filter the past due column. Select the column and then select filter at the top:

    Select the drop down on the column that has past dues and filter by however many days:

    Hope this helps!

    This was very helpful, Thank You, ESS

    Adam Kangas
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