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Web Reporting October 2022

PostedOctober 27, 2022
UpdatedOctober 27, 2022
MACC’s Web Dashboard is a great tool to highlight specific reports for management. MACC continues to enhance the Dashboard to allow for easier management of reports. Users will now be able to drill down for both grids and graph reports on the Dashboard. Users can drill up and down on the graph reports by clicking on the column in the graph to drill down. This will function similarly to the ‘+’ button on the grid reports. To return to the previous level, simply click on the Previous Level button to drill up into the graph or grid. The ability to drill down for both grid and graph reports is available with Marketing and Customer Master Real-Time reports.
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Users will be able to page through the report results and establish page size. The report footer will display paging options for users to page forward/backward as needed. They will be able to select a page size to display in the view. The Charts will now display all of the data. Previously the data point limit was only 10 and it is now set to 1000. By hovering over the report title, users will be able to view the report parameters for the selected report.
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Another feature added in this release is the ability to view other users’ dashboards. By selecting the arrow next to a user’s login, a dropdown list will display other users to whom dashboard access can be granted. Selecting the View button for a specific user grants access to a dashboard and disabling the View button removes it for the other user. Please note, access could be denied to other users if they do not have access rights to Customer Master Real Time or Marketing reports.
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Table of Contents

 

Delinquents

No Penalty Option for Delinquents

A new “No Penalty” option is now available for delinquent accounts, so users have the ability to send a late notice to an account, but keep the account from getting a penalty. An Expire Date, Alert, and reports are available for accounts flagged No Penalty.

A No Penalty check box was added to the Credit Node of the Service Order, with a corresponding Expire Date drop-down calendar. When checked, the account can receive a delinquent notice, but will not get a late fee during the Penalties process. The Expire Date can be set to limit the amount of time the account is exempt from penalties.

A No Penalty Alert is available for both Inquiry and Payments at Maintenance | Common | Alerts, and will display in the Alerts window for any accounts flagged No Penalty.

The Non-Zero Balance Report found in the report’s menu of the Delinquent process, contains a new No Penalty column to aid in identifying No Penalty accounts.

The Credit Attributes report, and the Grid Report – Account can be used to discover accounts flagged as No Penalty. The Credit Attributes report has a new group box for No Penalty Options, and the Grid Report – Account includes No Penalty, and No Penalty Expire Date selections.