Define Snapshot

The Snapshot is an overview of the collection portfolio for your agency. If activated, this screen displays when first logging into Revenue Results. The Snapshot can also be accessed from the View menu.

The Snapshot can be configured to show collections for the entire agency, or it can be narrowed down by Collector Bin or Account Type.

An administrator assigns the ability of a collector to be able to view the Snapshot report. If a user is assigned to View the Snapshot, you may also choose to allow them to customize the Snapshot. Any User who cannot customize the snapshot will view it in the default settings, defined in this section.

Steps to follow:

  1. Define Snapshot Default Settings
  2. Assign Users to View and/or Customize Snapshot
  3. Customize the Snapshot

Define Snapshot Default Settings

Step 1: Navigate to Administration > Other > Define Default Snapshot.

Step 2: Select the account types to include in the Snapshot by default.

Step 3: Select the Bins to include in the Snapshot by default.

Tip: If users have the ability to customize the Snapshot, then selecting all options on the default Snapshot settings is best.

Step 5: Click Save Changes to save the changes and go back to the main screen.

 

Assign Users to View and/or Customize the Snapshot

Step 1: Navigate to Administration > Collector > Setup > Define Users

Step 2: Select a user and click on the UI Settings Tab.

Step 3: Select “Snapshot” from the drop-down menu to have the Snapshot View display automatically when this particular user logs into Revenue Results.

Step 4: Select “Allow user to customize Snapshot” to give the user  the ability to configure Snapshot totals for their screen.

Step 5: Click Apply to save the settings and stay on the current screen, or click Save Changes and Close to save the changes and go back to the main screen.

 

Customize the Snapshot

While viewing the Snapshot a user can customize the data by selecting the account types or bins to display totals for.

Step 1: Select the symbol in the Snapshot Tool Bar.

The Snapshot Settings window opens:

Step 2: Clear the “Use default settings set by the system administrator” checkbox  to allow a custom view of the Snapshot.

 

NOTE: Selecting “Use default settings set by the system administrator” overrides a custom view, displaying the view set by the administrator.

Step 3: Select “Display checked bins and account types in report footer” to display which bins and account types are selected for this Snapshot.

Step 4: Select the Account Types or Collector Bins to include in the Snapshot totals.

Step 5: Click Save Changes and the Snapshot View refreshes with the data determined by the new settings.

Main Support Line:

          
All Support Team Members (866) 684-7387 RR_Support@revq.com
Chris Stickney (Support) Ext. 5673 Chris.Stickney@revq.com
Angel Davis (Support) Ext. 5756 Angel.Davis@revq.com
Kellie Mendenhall (Trainer)   Ext. 5676 Kellie.Mendenhall@revq.com
Aaron Burge (Installation) Ext. 5710 Aaron.Burge@revq.com

 

Mailing Address

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Vancouver, WA 98662