Downloading Collection Agency Reports
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:
- Select Data Exchange from the Function list.
- Select Collection Agency Reporting (colagency) from the Select Process list. Sierra displays a list of available reports.
- Select the report you want to download, and click Put PC on the toolbar.
- Navigate to the folder on your PC where you want to save the file, and click Save.
Enabling Collection Agency Reporting in Data Exchange
To enable the Collection Agency Reporting feature in Data Exchange for your login:
- Select Admin | Options.
- Click the Data Exchange tab.
- Ensure Collection Agency Reporting (colagency) is added to the Displayed Processes list.