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Knowledge Base |
Reports - Third Party Log
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This article has been created to review the Third Party Log report options.
Requirements - A Master Admin login or a staff type that has the following permissions:
1. Third Party Log Tab
To access this report go to Reports > Sales > Third Party Log. You will first select a custom date range by using the calendars provided, or choose a preset date range from the options on the right.
Choose a filter that best suits the information you would like to obtain:
All Placed Into Third Party - all accounts, no limits, that were placed into third party status.
Third Party Settled - was placed into third party status but the agreement has been marked as settled. The agreement is still not active but is now considered to be paid per the settlement amount.
Removed From Third Party-No Settlement - was placed into third party status but has since been removed with no settlement. This agreement became active and the customer has made a payment toward the balance or paid the entire balance. This could also mean the customer is back on auto-renew or on track to fulfill their term.
Only Evergreen Past Due - only where an evergreen agreement was placed into third party status.
Has Term Invoices Past Due - is under a contract term, not auto-renew, and was placed into third party status.
The online report will display the following details: Third Party Date, First Name, Last Name, User ID, DOB, Address, City, State, Zip, Email, Cell Phone, Home Phone, Work Phone, Current Balance, Agreement Date, Agreement ID, Agreement, Last Payment, Date Past Due, Third Party Past Due, Contract End Date, Contract Details and Package Name.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
2. All Current Third Party Tab
The All Current Third Party tab will show all clients currently in the Third Party status. To export this to excel, click the Excel Export Only box.
The All Current Third Party option will provide an excel spreadsheet of all agreements in third party collections. This will contain the member's contact and payment information, as well as their contract details.
Related Articles:
Force Agreement To Third Party Collections Status
Managing A Third Party Agreement
What Drives An Agreement Into Third Party Status
Requirements - A Master Admin login or a staff type that has the following permissions:
- Reporting - Can access reports (must be enabled to see any reports)
- Reporting - Can access sales: third party collections
Generating The Third Party Log Report
1. Third Party Log Tab
To access this report go to Reports > Sales > Third Party Log. You will first select a custom date range by using the calendars provided, or choose a preset date range from the options on the right.
Choose a filter that best suits the information you would like to obtain:
All Placed Into Third Party - all accounts, no limits, that were placed into third party status.
Third Party Settled - was placed into third party status but the agreement has been marked as settled. The agreement is still not active but is now considered to be paid per the settlement amount.
Removed From Third Party-No Settlement - was placed into third party status but has since been removed with no settlement. This agreement became active and the customer has made a payment toward the balance or paid the entire balance. This could also mean the customer is back on auto-renew or on track to fulfill their term.
Only Evergreen Past Due - only where an evergreen agreement was placed into third party status.
Has Term Invoices Past Due - is under a contract term, not auto-renew, and was placed into third party status.
The online report will display the following details: Third Party Date, First Name, Last Name, User ID, DOB, Address, City, State, Zip, Email, Cell Phone, Home Phone, Work Phone, Current Balance, Agreement Date, Agreement ID, Agreement, Last Payment, Date Past Due, Third Party Past Due, Contract End Date, Contract Details and Package Name.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
2. All Current Third Party Tab
The All Current Third Party tab will show all clients currently in the Third Party status. To export this to excel, click the Excel Export Only box.
The All Current Third Party option will provide an excel spreadsheet of all agreements in third party collections. This will contain the member's contact and payment information, as well as their contract details.
Related Articles:
Force Agreement To Third Party Collections Status
Managing A Third Party Agreement
What Drives An Agreement Into Third Party Status
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