Downloading Collection Agency Reports

This feature is available in Sierra 5.3 and later. You must enable this feature for your login before using the steps below.

To download a Collection Agency Report using Data Exchange, you must be assigned permission 24 (Read/write MARC records). See Permissions Used by Sierra for more information.

After Collection Agency Reports are sent (either manually or automatically), you can download a copy of the report from your Sierra server. By default, reports are retained on the server for 14 days. Contact Innovative to change this value.

To download a Collection Agency Report:

  1. Select Data Exchange from the Function list.
  2. Select Collection Agency Reporting (colagency) from the Select Process list. Sierra displays a list of available reports.
  3. Select the report you want to download, and click Put PC on the toolbar.
  4. Navigate to the folder on your PC where you want to save the file, and click Save.

Enabling Collection Agency Reporting in Data Exchange

The Options menus are active only for users with permission 187 (Login Manager). See Permissions Used by Sierra for more information.

To enable the Collection Agency Reporting feature in Data Exchange for your login:

  1. Select Admin | Options.
  2. Click the Data Exchange tab.
  3. Ensure Collection Agency Reporting (colagency) is added to the Displayed Processes list.