Manual Calls report
This report provides a view of activities and results associated with collection calls conducted from the XpressCollect Manual Calls application. For each overdue tenant that was on the call list during the time period specified for the report, the following information is provided:
• How long each entry was, or currently has been, on the list.
• Whether the tenant entry was rescheduled, if a promise to pay commitment or payment could be obtained, or if the tenant entry was removed from the list without obtaining a payment.
• Links to voice recordings made for each collection call that was initiated from the application.
Summary data is also presented for each facility included in the report.
Things to know
Report access - To access the Manual Calls report, users must be granted permissions for both the XpressCollect Reports role and the XpressCollect Manual Calls role.
Report time zone - Call times shown in this report are based on US Mountain Standard Time zone (MST). Time offsets for Daylight Savings Time (DST) are not employed.
- If a collection representative submits a Promise to Pay commitment to the system, the tenant is temporarily removed from the call list until the commitment date arrives. For this reason, the report will not include an entry for overdue tenants when the following conditions exist:
• A collection representative submitted the tenant Promise to Pay entry to the system on a date that is earlier than the From date specified for the report.
• The promised payment date specified in the Promise to Pay entry is later than the To date specified for the report.
Report data
The following summary information is provided for each facility specified for the report:
NOTE: For each facility included in the report, summary data is also displayed for all report parameters based on counts and payment amounts.
Tenant and Unit - Multiple entries can be displayed if a tenant has more than one unit that is overdue.
Days on List - The number of days the tenant entry was, or currently has been, on the call list.
Last Attempted - Starting date and time on which the most recent attempt to call the tenant from the application was made.
Rescheduled - Number of times, if any, that the tenant call entry was manually rescheduled by collection personnel.
Promise to Pay and Pay By - Indicates whether the tenant committed to submitting payment by the specified date.
Payment Processed, Payment Amount - Indicates whether a payment was made and, if so, the amount paid and facility representative who processed the payment.
NOTE: Payment data consists solely of payments processed by collection personnel from the Payment tab of the Manual Calls application.
Completed - Indicates whether a collection representative used the Completed function to remove the tenant entry from the list. This count includes call list entries that the collection representative set to Completed because a payment was submitted, a promise to pay commitment was obtained or for some other reason.