Generating Collection Agency Reports
To generate a Collection Agency Report:
- Choose Collection Agency from the Function list.
- In the Setting drop-down list, select the parameters for the report from the entries in the Collection Agency Settings table.
- Choose the type of report you want to generate:
- To generate a New Submissions Report, choose the New Submissions button.
- To generate an Updated Patrons Report, choose the Updated Patrons button.
The system does the following:
- Generates the report.
- Removes any patron records that should no longer appear in the Collection Agency Report, if you chose to generate an Updated Patrons Report.
- Displays information about the patron records included in the report in a table.
An empty report indicates that no changes have occurred since you last generated the report. It can be helpful to send an empty report to your collection agency to indicate this fact.
After generating the report, you can do the following:
- send the report to your collection agency
- remove patron record(s) from the report
- automate one or both collection agency reports
Information in the Collection Agency Table
The Collection Agency table includes the elements described below. Unless otherwise noted, this information displays for both New Submissions Reports and Updated Patron Reports.
- Patron #
- The patron's record number.
- Barcode
- The patron's barcode number.
- Name
- The patron's name.
- Amount Owed
- The amount the patron owes your library.
- Total Item Cost
- Total cost of the item(s) for which the patron owes fines.
- Date 1st Fine Assessed
- The date that the first fine for which the patron was included in the Collection Agency Report was assessed.
- Date Removed (Updated Patron Reports only)
- Date on which the patron was removed from the Collection Agency Report.
- Status
- The patron's Collection Agency Report status:
- new
- The patron has been added to the Collection Agency Report.
- updated
- The amount that the patron owes the library has changed since you last prepared the Updated Patrons Report.
- removed
- The patron has been removed from the Collection Agency Report.