The Collection Summary report provides data related to your Collections services. This data includes communications sent through our system (both auto and manual) and payments received as a result of these communications.
Report date ranges that include current or future dates will have incomplete data due to when reports are refreshed. We strongly recommend selecting a date range that only includes past dates.
Collection Summary by Location
Location - The location which all data columns to the right align.
SMS - The total number of texts sent out to delinquent tenants.
Email - The total number of emails sent out to delinquent tenants.
Calls Auto - The total number of auto/robo calls made to delinquent tenants.
Calls Manual - The total number of manual calls made to delinquent tenants.
Avg Duration - The average duration of live calls.
Avg Outstanding - The average number of Collection events that have yet to be completed by the location for the given date range.
Error - The total number of collection events that did not go out due to an error (for example, due to invalid phone #, etc).
Completed - The total number of collection events that were completed.
Calls-Inbound - The total number of inbound calls as a result of a collection action.
Skipped Steps - The total number of collection events that have been skipped (for example, due to bankruptcy exclusions, text opt-out or promise to pay). Note: the same tenant may have multiple steps skipped.
Total Payments - The total number of payments made for a location (includes all methods; SMS, Email Employee & IVR).
SMS Payments - Number of payments received through the pay link in Collection text messages.
Email Payments - Numbers of payments received through the pay link in Collection email messages.
Employee Payments - Number of payments manually entered in Storable CRM by an employee.
Collections Skipped
Location - The location where the skipped collection step occurred. Events can be skipped due to exclusion, such as text opt out or promise to pay.
Communication Type - The type of communication (call, text, email) that was skipped.
Customer Name - The name of the Customer who had the event skipped.
Customer Phone - The phone number of the Customer who had the event skipped.
Customer Email - The email of the Customer who had the event skipped.
Unit ID - The Customer's unit ID associated with the skipped Collection event.
Step Nr - The step in the Collection workflow that was skipped.
Next Collection Dt - The date of the next Collection event for the Customer.
Is Auto - "1" indicates this was an automatic step in the Collection workflow. "0" indicates this was a manual step in the Collection workflow.
Exclusion Notes - The note generated from the skipped step.
Completion Dt - The date this step was supposed to occur.
View Customer - Click to open a read-only version of the Customer card and view their full record.
Exclusions by Location
Location - The location associated with the exclusion.
Date - The date that the exclusion was added.
Customer - Customer associated with the exclusion.
Bankruptcy - "1" indicates a bankruptcy exclusion has been added for this Customer. "0" indicates this Customer does not have a bankruptcy status.
Text Opt Out - The Customer opted out of receiving texts by replying "STOP".
Full Auto Exclusion - The Customer is removed from all automatic collection events by an employee per Customer request.
Excluded by Request - An exclusion was added to the phone number(s) on the account by the employee per Customer request.
Exclusion Notes - The note generated from the exclusion.
Last Updated By - Indicates the employee who put the exclusion in place. Note: null indicates the exclusion was auto or customer-initiated.
View Customer - Click to open a read-only version of the Customer card and view their full record.