Collections Data View

The Collections Data View report is used to view information on repayments that have occurred on recovery accounts that exist within KEES.

This report should be run as needed.

*  Indicates required fields

To access a Data View report:

1. Select Reports from Global Navigation. The Local Navigation defaults to On Request and the Report Search page displays.

2. Select Data Views from Task Navigation to display the list of available Data View reports and a description of each report.

3. Click the Report Name hyperlink for Collections Data View. The Report Parameters page displays.

4. On the Report Parameters page, complete the parameter values as follows:

   1. Enter the Begin Date* using the <mm/dd/yyyy> format or the calendar icon.       

   2. Enter the End Date* using the <mm/dd/yyyy> format or the calendar icon.                  

5. Select Excel or CSV from the Report Format drop-down menu.

NOTE: CSV can open in Notepad or Excel. Select CSV if the report is for a wide date range. Excel is limited in the number of results it can contain and will all if the results exceed 65,000 records.

6. Click the OK button.

NOTE: Reports can take some time to generate and do not indicate they are running after clicking the OK button.

7. A window displays when the report is generated. The user can open the report locally, save the report, or cancel the file download.