Project 1 -
I would like to see two report views on payments.
The first view will be an account level detail that includes:
Account Id, August Start Balance, August EOM Balance, August Start Delinquency Stage, EOM Delinquency Stage, Payment Amount, Payment Date, ID of Associate that took the payment, an indicator if the payment will cure delinquency (the TotalDue) and a column indicating Report Month
The second view will be an Associate summary by Month and Site that includes:
the Month, Associate Name (First and Last), Site, Number of Payments Taken, and Total Dollars Collected