| A | B | C | D | G | |
|---|---|---|---|---|---|
1 | Event Id | Report Type | Report Name | Report Description | Website |
2 | 1000 | SA Reports | Sales Automation Reports | Description | Y |
3 | 1001 | SA Reports | Sales Lead Status Report | Internal report of sales leads from Sales Automation | Y |
4 | 1100 | AR Reports | AR Reports | Description | Y |
5 | 1101 | AR Reports | CC or ACH Payments About to Post - Customer Email | Email to customer reminding them of future CC/ACH payment post in X days. | Y |
6 | 1102 | AR Reports | CC or ACH Payments Posted - Customer Email | Email to customers when CC/ACH payments post, including from SedonaWeb. | Y |
7 | 1103 | AR Reports | All Payments Received - Internal Report | Internal List of Payments Received, including by SedonaWeb, posted or unposted | Y |
10 | 1106 | AR Reports | Invoice Posted Notification with Payment Method | Email to customer with invoice total when invoice is created, with payment method, and directing them to SedonaWeb. | Y |
11 | 1107 | AR Reports | Customers Past Due Over X (Available with Collection Notes) (WS) | Internal report of Past Due customers with balances over $x.xx, including Advanced Deposits, Unapplied Cash and Credits, Last Paid. | Y |
12 | 1107.7219 | AR Reports | AUTO CAR - Customers Past Due Over X | AUTO CAR - Case created for Customers that are Past Due Over X | Y |
13 | 1108 | AR Reports | Invoices Past Due Over X by <INVOICE_TYPE> (WS) | Internal report of unpaid <TYPE> invoices over $x.xx, sorted by Branch and/or Salesperson. | Y |
14 | 1109 | AR Reports | Collection Email Suite with Cascading Verbiage (Also See 1170 & 1171) | Email to customer with friendly reminder that invoice is still open after X days. (OPT Statement) (Includes 1130, 5112, 5115.1109) | Y |
15 | 1109.1 | AR Reports | Collection Email Suite - Sedona Statement | Email to customer with friendly reminder that invoice is still open after X days. (SedonaOffice Statement) (Includes 1130, 5112, 5115.1109) | Y |
16 | 1109.1118 | AR Reports | Collection Email Suite - Courtesy Statement Addon to 1118 | Adds a statement 'grid' to the HTML of the email delivering an invoice | Y |
17 | 1109.2 | AR Reports | Collection Email Suite - BFIS Statement | Email to customer with friendly reminder that invoice is still open after X days. (BFIS Statement) (Includes 1130, 5112, 5115.1109) | Y |
18 | 1109.3 | AR Reports | Collection Email Suite - No Statement | Email to customer with friendly reminder that invoice is still open after X days. (No Statement) (Includes 1130, 5112, 5115.1109) | Y |
19 | 1109.9 | AR Reports | Collection Email Suite - PDF Attachment Add On | PDF attachment add on to Event 1109, 1109.x. (PDF Attached Statement) | Y |
21 | 1109.98 | AR Reports | Collection Email Suite - PDF Download Link | Collection Email Suite - PDF Download Link - Add On to Event 1109 | Y |
22 | 1109.99 | AR Reports | Collection Email Suite - PDF Web Services Lookup | Collection Email Suite - PDF Statement Linking - Add On to Event 1109, customer can click and render a real-time statement in PDF | Y |
23 | 1110 | AR Reports | CC Expired/Expiring - Customer Email | Email to customer indicating their AutoPay credit card is expiring after X days, with Autopay messages. | Y |
24 | 1111 | AR Reports | CC Expired/Expiring Report (WS) | Internal list of expired/expiring credit cards in X days, with email addresses of customers notified already. (50% off install price when combined with 1110) | Y |
25 | 1112 | AR Reports | VIP Added to Collections | Internal list of VIP customers added to a collections queue. | Y |
26 | 1113 | AR Reports | VIP Added to Cancellation Queue | Internal list of VIP customers added to the cancellation queue. | Y |
27 | 1114 | AR Reports | Large Customer added to Collections | Internal list of customers with more than $x.xx of RMR who was added to a collections queue. | Y |
28 | 1115 | AR Reports | Large Customer added to Cancellation Queue | Internal list of customers with more than $x.xx of RMR about to be canceled. | Y |
29 | 1116 | AR Reports | Tickets Or Jobs Created on Past Due Customers | Alert to AR when service tickets or jobs are created for a past due customer. | Y |
30 | 1117 | AR Reports | RMR Dropped below Threshold | Internal list of customers whose RMR has dropped below the threshold. | Y |
31 | 1118 | AR Reports | Email Invoice Suite - Standard Format (HTML or Download Link) | Email to customer email addresses when invoice is created or re-sent. Includes Invoice Detail, All Payments, Fees, and Credits. (Download Link Available in OPTWS Only) | Y |
32 | 1118.1 | AR Reports | Email Invoice Suite - Condensed Format (HTML) | 1118 Available in Condensed Format | Y |
33 | 1118.2 | AR Reports | Email Invoice Suite - BFIS Format (HTML) | 1118 Available in BFIS Format | Y |
34 | 1118.5212 | AR Reports | Email Invoice Suite - Manual One Off Template | Template Default Settings for OPTWS: Must set Reply To, Subject, Header, and Footer | Y |
35 | 1118.7 | AR Reports | Email Invoice Suite - Test Format | 1118 Available in Test Format | Y |
36 | 1118.8 | AR Reports | Email Invoice Suite - Master Form (HTML) | 1118 Available in Master Format | Y |
37 | 1118.9 | AR Reports | Email Invoice Suite - PDF Attachment Add On | PDF Attachment - Add On to Event 1118 | Y |
38 | 1118.91 | AR Reports | Email Invoice Suite - PDF Attachment Internal SQL Script | Email Invoice Suite - PDF Attachment Internal SQL Script | Y |
39 | 1118.98 | AR Reports | Email Invoice Suite - PDF Download Link | Email Invoice Suite - PDF Download Link - Add On to Event 1118 | Y |
40 | 1118.99 | AR Reports | Email Invoice Suite - PDF Web Services Lookup | Email Invoice Suite - PDF Invoice Linking - Add On to Event 1118, customer can click and render a real-time invoice in PDF | Y |
41 | 1119 | AR Reports | New Invoice Posted for Dealers | Email to dealers when cycle invoice is created. | Y |
44 | 1122 | AR Reports | CC or ACH Information Has Been Changed | Internal notification of account that has had CC or ACH info added, deleted, or edited, includes SedonaWeb, and Auto-Pay tracking. | Y |
45 | 1122.7219 | AR Reports | AUTO CAR - CC or ACH Information Has Been Changed | AUTO CAR - Case created when customer removes auto-payment feature | Y |
46 | 1123 | AR Reports | Cash or Paper Check Payment Posted - Customer Email | Email to customers when a cash or paper check payment is posted to their account. | Y |
47 | 1124 | AR Reports | Customer Added to Cancellation Queue - Customer Email | Email to customer when added to cancellation queue. | Y |
48 | 1125 | AR Reports | CC/ACH Payment Failure Notification - Customer Email | Email to customer when CC/ACH payment fails. Delayed notification available with second submission message if funded. | Y |
49 | 1125.1 | AR Reports | CC/ACH Payment Failure Notification - Mail Merge Spreadsheet | CSV created for CC/ACH payment fails. Delayed notification available with second submission message if funded. | Y |
51 | 1127 | AR Reports | Invoice Survey - Customer Email | Email the survey request to a customer when an invoice is posted. | Y |
52 | 1127.5161 | AR Reports | Invoice Survey - Create Survey Request | Creates a request for a customer to take a survey when an invoice is posted. | Y |
53 | 1127.5219 | AR Reports | Invoice Survey - Manual Survey Email | Email the request for a customer to take a survey when an invoice is posted. | Y |
54 | 1127.99 | AR Reports | Invoice Survey - FormStack Link | Generates the URL for the 1127 survey request. | Y |
55 | 1128 | AR Reports | Contracts Expiring Within X Days | Internal list of contracts expiring within X days of contract period. | Y |
56 | 1129 | AR Reports | Contracts Cancelled Within X Days of Contract Date | Internal list of contracts cancelled within X days of contract start or end. | Y |
57 | 1130 | AR Reports | Customer List for Collection Emails (WS) | Internal list of accounts configured for Collection Emails. | Y |
58 | 1130.5 | AR Reports | Statement Batch - Starting | Notification that the Statement Batch process is starting | Y |
59 | 1130.6 | AR Reports | Statement Batch - Completed | Notification that the Statement Batch process has completed | Y |
60 | 1131 | AR Reports | Customers in Collection Queue and/or At Collection Status (K) (WS) | Internal list of accounts in a Collection Queue or with a particular Collection Status with details from last collection queue.(Available with or without Collection Notes) | Y |
61 | 1132 | AR Reports | Invoice Created by Type or with Specific GL Account | Internal list of invoices created by Invoice Type or with a specific GL Account (See 1452 for additional job invoicing details) | Y |
62 | 1133 | AR Reports | Transactions Against a Specific GL Account | Internal list of transactions against a specific GL account | Y |
63 | 1134 | AR Reports | Daily Email Queue Run Log (WS) - Invoices | Nightly Internal Report that shows the invoices that have been sent to the email server. | Y |
64 | 1134.1 | AR Reports | Daily Email Queue Run Log (WS) - Statements | Internal Dashboard that shows the status of emailed statements (Available in OPTWS Only) | Y |
65 | 1134.2 | AR Reports | Daily Email Queue Run Log (WS) - Collection Letters | Internal Report or Dashboard that shows the status of emailed collection letters | Y |
66 | 1134.3 | AR Reports | Email Queue Errors (WS) | Internal Report of Email Queue Items that cannot be emailed. (Except for Invoices, SEE 1134.9) | Y |
67 | 1134.9 | AR Reports | Email Invoice Errors (WS) | Internal Report of Invoices that cannot be emailed. | Y |
68 | 1135 | AR Reports | Invoice Print Queue Status Report (WS) - PRE V6 OF SEDONA ONLY (See 1738 for TTECH) | Nightly Internal Report that details the invoices that are still in the Print Queue at the end of the night. | Y |
69 | 1136 | AR Reports | Customer Added to SedonaOffice (K) | Internal notification or report when new account is entered into SedonaOffice. | Y |
70 | 1137 | AR Reports | Go-Green Letter to Customer to Switch to Email Invoicing | Email to customer when a valid bill email exists but they have not signed up for Email Invoicing. | Y |
71 | 1138 | AR Reports | Payment Received by <INVOICE_TYPE> (K) | Internal list of paid invoices over X by <TYPE> sorted by Branch and/or Salesperson. | Y |
72 | 1139 | AR Reports | RMR Expired or Expiring Within X Days | Internal list of RMR that is expired or will be expiring within X days of renewal date. | Y |
73 | 1140 | AR Reports | Go-AutoPay Letter to Customer to Switch to Auto Pay | Email to customer when a valid bill email exists, an invoice is in the print queue, and no AutoPay exists. Can do 'Other' invoices as well. | Y |
74 | 1141 | AR Reports | Go-AutoPay Spreadsheet for Mail Merge to Switch to AutoPay | Create Spreadsheet when an invoice is in the print queue, and no AutoPay exists. Can do 'Other' invoices as well, option to include with or without valid bill email (REQUIRES ACTIONS) | Y |
75 | 1142 | AR Reports | Notify Central Station of New Account (Cutover) | Masterfile report sent to the Central Station with SedonaOffice central station tracking info, Including Authorities, Zones, Call List, etc. | Y |
76 | 1143 | AR Reports | Bill Email and Print Cycle Invoice Verification for Email Billing (WS) | Report of billing email and options not set up correctly for accurate email invoicing, includes invoice print verification if auto-pay is not active | Y |
77 | 1144 | AR Reports | Credit Request Created or Completed or Remains Open - Notification | Internal notification to management, assignee, or requester when a credit request is created, is over a certain amount, remains open, or is completed. | Y |
78 | 1144.1 | AR Reports | Credit Request Created or Completed or Remains Open - Report | Internal report to management, assignee, or requester when credit requests are created, are over a certain amount, remain open, or are completed. | Y |
79 | 1144.2 | AR Reports | Credit Created or Applied - No Credit Request Required | Internal notification to management when a credit is created, is over a certain amount, or is applied. No credit request required for this to trigger. | Y |
80 | 1145 | AR Reports | Branch Current Aging Report | Current Aging of All Customers over $0, sorted by branch | Y |
81 | 1146 | AR Reports | Top RMR Producing Customers (WS) | Active listing of your top RMR producing customers | Y |
82 | 1147 | AR Reports | RMR Item Added to System (K) | Internal list of some or all RMR items added to a system, indicates manual or from job, amounts, dates, Insp. linked. (Also see 1223) | Y |
86 | 1149 | AR Reports | Customer Rate Increase - PreList (WS) | CUSTOM - Dashboard that shows customers that can be rate increased using the OK to increase date. | Y |
87 | 1150 | AR Reports | Incomplete Invoices (WS) | CUSTOM - Dashboard that shows invoice with the PO of "Pending". | Y |
88 | 1151 | AR Reports | Chain Account Summary (WS) | Summary of Chain Accounts including count of customers and total RMR. | Y |
89 | 1151.1 | AR Reports | Chain Account Details (WS) | Listing of Accounts by Chain Account. | Y |
90 | 1152 | AR Reports | Customer Has Upcoming Cycle Invoicing | Email to Customer when they are within X days of their next cycle invoice, filters by item code, cycle frequency, can include attachment | Y |
91 | 1153 | AR Reports | Customer Collection Email when Entered In Collection Queue | Email to Customer when they are added to a collection queue, can include attachment | Y |
92 | 1154 | AR Reports | Customer Collection Email when Remaining In Collection Queue after X days | Email to Customer when they remain in a collection queue past X days, can include attachment | Y |
93 | 1155 | AR Reports | Active Customer RMR Analysis (WS) | Active Customer RMR Analysis by Branch, Item Type, and Item Code (WS) | Y |
94 | 1155.1 | AR Reports | RMR Customer List Sub-Report | RMR Customer List Sub-Report | Y |
95 | 1156 | AR Reports | System RMR has Started and has been Invoiced (K) | Notification to the customer that their very first RMR item has invoiced (cycled), with total system RMR (by site) | Y |
96 | 1157 | AR Reports | Active RMR on Inactive Customers/Sites/Systems | Internal Report of Active RMR on Inactive Customers/Sites/Systems | Y |
97 | 1158 | AR Reports | Manual Email to Customer of all Sites/Invoices affected by Collection Profile | Send collection letters to all customers with a bill to email in a Collection Profile, including bill contacts with email addresses (Special pricing if using OPT Collections Suite) | Y |
98 | 1158.1 | AR Reports | Manual Email to Customer in a Collection Profile | Send collection letters to all customers in a Collection Profile using Primary Bill To (Special pricing if using OPT Collections Suite) | Y |
99 | 1159 | AR Reports | Master Account Analysis (WS) | Internal List of Master Accounts stats with Sub Count, Site Count, Master RMR, Sub RMR, and Master Aging. (Includes last contract document and invoice with OPTWS). | Y |
100 | 1160 | AR Reports | Commissions Due (WS) - (ECM BASIC) | Commissions due based on invoicing paid. Splits Install vs RMR Commissions using new OPT commissions earned logic based on customer payments. Available in Summary, Details, and Extended Versions. OPTWS customers also receive the "Salesperson Commission Verification Dashboard" added to each salesperson's employee dashboard. | Y |
101 | 1160.1 | AR Reports | Commissions Due (WS) - (ECM BASIC) | Totals for Dashboard - (Built into 1160) | Y |
102 | 1160.2 | AR Reports | Commissions Due (WS) - (ECM BASIC) | Details for Dashboard - (Built into 1160) | Y |
104 | 1160.4 | AR Reports | Commissions Due (WS) - (ECM BASIC) | Drill Down for Dashboard (Built into 1160) | Y |
105 | 1160.5 | AR Reports | Commissions Due (WS) - Commissions Bank Ledger Report - (ECM ADVANCED) | This report will show the balance of the commissions owed to a salesperson by using the OPT commissions holding GL account method. This account/report is used to calculate commissions payments to a salesperson based the a DRAW and BANK logic. | Y |
106 | 1161 | AR Reports | Customer Has Open Balance X Days After Last Statement Date | Internal list of customers that still have an open balance X days after last statement date, with bucket, amount, and print/email filters | Y |
107 | 1162 | AR Reports | RMR Changes Report | Internal List of RMR Changes by Branch, Item, Reason, and/or Effective Date | Y |
108 | 1163 | AR Reports | Credit Memo Created - Customer Email | Email to Customer of credit memo created. (Can include PDF copy of credit memo, add $100) | Y |
109 | 1163.5222 | AR Reports | Credit Memo - Manually Email Credit Memo | Email the Requested Credit memo from OPTWS | Y |
110 | 1164 | AR Reports | Customer Anniversary Acknowledgement | Email to customer on each anniversary of customer since date | Y |