Customer Menu Option "8"
The delinquency analysis report is a summary report of delinquent customers. The definition of the items on the report are below:
Late Column: Customers that have agreements that are late as of run date (does not include loaners).
Total Column: Total number of customer with active agreements as of run date.
Break Down % Column: Percentage of late customers compared to the total customers in this row (Paid Out, etc.)
Total %: Percentage of late customers in this row as the percentage of ALL customer with active agreements.
Paid Last 7: Late customers in this row who have paid in the last 7 days.
Paid Last 14: Late customers in this row who have paid in the last 14 days.
Paid Last 21: Late customers in this row who have paid in the last 21 days.
Paid Last 30: Late customers in this row who have paid in the last 30 days.
Over 30+: Late customers in this row who's last payment was over 30 days ago.
Deferred 7+ Last 90: Late customers in this row who have been deferred (due date moved) for 7 or more days in the last 90 days.
Total Deferred Last 90: Late customers in this row who have been deferred (due date moved) at least 1 time in the last 90 days.
BOR 1: Late customers in this row with 1 BOR item.
BOR 2: Late customers in this row with 2 BOR items.
BOR 3: Late customers in this row with 3 BOR items.
BOR 4: Late customers in this row with 4 BOR items.
BOR 5+: Late customers in this row with 5 or more BOR items.
Paid Out Row: Customers who have had a paid out agreement.
Previous Row: Customers who have had previous agreements.
New Over 30 Days Row: Customers who have not had paid out or previous agreements and current agreement is over 30 days old.
New Under 30 Days Row: Customers who have not had paid out or previous agreements and current agreement is under 30 days old.
Accountability %: Percent of late customers that have a current Commitment date or they are less than 3 days late.
% Late Less Payouts: Percent of late customers, not including late customers who have had paid out agreements.
1st Time Default Customers: Customers who are late on their 1st payment on a new agreement.
Open NSF Customers: Customers with unpaid NSF Checks.
Float $ Summary: Float is the amount to catch up all overdue accounts in full payments, it includes rent, damage waiver and club,it DOES NOT include tax and other charges. This amount is broken down by customer zones if you use customer zones. It is also broken down into amount of float by days late. This does always include open NSF check contracts in the total also. NOTE: This is NOT the same as how float is calculated for the Zone Delinquency Report or other reports.
These buttons at the top left of the screen are from left to right:
Print: This will print the document to your default report printer.
Export to PDF: This will export the report to a PDF file which can be viewed with a free Adobe Reader, it is a very common file type for sending files via the internet.
Export to HTML: This will export the report to a HTML file which can be viewed with any web browser such as Internet Explorer.
Export and Email: This button will export the file and email it using the RTO Pro Sendmail function. You will be prompted which format either PDF or HTML.