All of the following Reports are available when you upgrade from Opera 2 to Pegasus Opera 3
Diary Actions report:
Lists the diary actions that have been recorded, and can be exported to Excel. You can select to include actions for today only, from the last seven days, from the last thirty days or for a range of dates. You can also include completed actions, notes added for actions and only actions that have been marked for follow-up.
Promised Payments report:
Lists the values of payments that your customers have promised, and can be exported to Excel. Promised payments and dates are recorded on diary actions. You can sequence the report by: account (grouped by the user or the value), user (grouped by the customer account or the value), value, balance and promised date.
Action Types report:
An analysis of the Diary Actions that have been entered. Separate totals are displayed for each action, outstanding actions, overdue actions and completed actions.
Credit Management Groups report:
Displays the total outstanding debt for each group.
Outcome Types report:
Lists an analysis of the Outcome Types for diary actions that have been entered. Separate totals are displayed for all Outcome Types, outstanding actions, overdue actions and completed actions grouped by Outcome Type.
Unallocated Items report
To help you with housekeeping, so you can identify unallocated transactions prior to processing the Correspondence run in Debt Management.
Credit Management Reporting comes as standard with Pegasus Opera 3 Business Software.
Get the Full Document with many Pegasus Opera 2 Upgrade reasons:
Download the Full Reasons to Upgrade to Opera 3
Check out the related Blog Posts delivered as part of our Reasons to upgrade from Pegasus Opera 2 series:
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