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Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Reference Column
(A) Location - The location which all data columns to the right align.
Data Columns
(B) SMS - The total number of texts sent out to delinquent tenants.
(C) Email - The total number of emails sent out to delinquent tenants.
(D) Calls Auto - The total number of automatic calls sent out to delinquent tenants.
(E) Calls Manual - The total number of manual calls sent out to delinquent tenants.
(F) Avg Duration- The average duration of live calls.
(G) Avg Outstanding - The average number of Collection events that have yet to be completed by the location for the given date range.
Data Columns
(H) Error - The total number of collection events that did not go out due to an error. Click the number in the column to access further details.
(I) Completed - The total number of collection events that were completed
(J) Calls-Inbound - The total number of inbound calls as a result of a collection action.
(K) Skipped Steps - The total number of collection events that have been skipped.
(L) Payments - The total number of payments made through CallPotential.
(M) # Paid - Total dollars paid through CallPotential by the specific location.
(N) AutoPay - The total number of Customers who enrolled in Autopay through CallPotential at the time of payment.
Collections Skipped
- (O) Location - The location where the skipped collection step occurred.
- (P) Communication Type - The type of communication (call, text, email) that was skipped.
- (Q) Customer Name - The name of the Customer who had the event skipped.
- (R) Customer Phone - The phone number of the Customer who had the event skipped.
- (S) Customer Email - The email of the Customer who had the event skipped.
- (T) Unit ID - The Customer's unit ID associated with the skipped Collection event.
- (U) Step Nr - The step in the Collection workflow that was skipped.
- (V) Next Collection Dt - The date of the next Collection event for the Customer.
- (W) Is Auto - "1" indicates this was an automatic step in the Collection workflow. "0" indicates this was a manual step in the Collection workflow.
- (X) Exclusion Notes - The note generated from the skipped step.
- (Y) Completion Dt - The date this step was supposed to occur.
Exclusions by Location
- (Z) Location - The location associated with the exclusion.
- (AA) Date - The date that the exclusion occurred.
- (BB) Customer - The Customer's account that is associated with the exclusion.
- (CC) Bankruptcy - "1" indicates this is a bankruptcy-generated exclusion. "0" indicates this is not a bankruptcy-generated exclusion.
- (DD) Text Opt Out - "1" indicates this is a Customer-generated exclusion. "0" indicates this is not a Customer generated exclusion.
- (EE) Auto Exclusion - "1" indicates this is an automatically generated exclusion. "0" indicates this is not an automatically generated exclusion.
- (FF) Excluded on Request - "1" indicates this is an exclusion generated by a user at the request of the Customer. "0" indicates this is not an exclusion generated by a Customer.
- (GG) Exclusion Notes - The note generated from the exclusion.
- (HH) Last Updated By - The date this exclusion occurred.
