BEAM Web Portal梁的门户网站

1、.BEAM Sample Reports for Debt BuyersBEAMSample Reports for Debt BuyersCOPYRIGHT©2012 Beam4D Enterprises, LLCPublished on 7/28/2012All Rights Reserved. This document is designed to provide accurate and useful information regarding the BEAM debt purchasing and receivables management software for

2、the customers and prospects of Beam4D Enterprises, LLC. Technical information herein is subject to change without notice. No part of this document may be reproduced in any form by any means without the prior written authorization of Beam4D Enterprises, LLC.TRADEMARKSThe BEAM logo is a trademark of B

3、eam4D Enterprises, LLC. BEAM, Quick Search and Search Core are registered trademarks of Beam4D Enterprises, LLC. All other names, products and services are trademarks, registered trademarks or service marks of their respective owners.CONTACTBeam Software 9009 Town Center Parkway, Suite 320, Lakewood

4、 Ranch, FL 34202Telephone800.212.2326 Facsimile941.360.8993 Email info InternetTHIS DOCUMENT COULD INCLUDE TYPOGRAPHICAL ERRORS. BEAM4D ENTERPRISES CANNOT BE HELD LIABLE FOR ANY DAMAGES RESULTING FROM INADVERTENT OMISSIONS OR ERRORS IN EITHER THE SOFTWARE OR THIS DOCUMENT. CHANGES PERIODICALLY ARE A

5、DDED TO THE INFORMATION HEREIN. BEAM4D ENTERPRISES MAY RESERVE THE RIGHT TO MAKE IMPROVEMENTS AND/OR CHANGES IN THE PRODUCT(S) AND/OR THE PROGRAM(S) DESCRIBED IN THIS DOCUMENT AT ANY TIME. 0709:Table of ContentsBEAM Web Portal2Reporting - Report Center3Purchased Portfolios3Accounting5Beam Software8

6、| PageBEAM Web PortalYour BEAM Web Portal will provide you with the best opportunity for reporting on your purchased portfolios. You can access your Web portal from any secure Internet connection and it will not occupy one of your BEAM subscription licenses while doing so. To access your BEAM Web Po

7、rtal visit . To log into your Portal enter the name of your organization, your BEAM Username and BEAM password:Or you can click on the Reports menu item in your BEAM bar:That will pass your BEAM login credentials directly to your default web browser and open up your BEAM Web Portal for you.Reporting

8、 - Report CenterFind the Report Menu in the tree view on the right-hand side and click on Report CenterPurchased PortfoliosFind the Purchased Portfolios section of the Report CenterDouble-click on the Microsoft Excel object to open the following sample reports:PLACEMENT LIQUIDATION OVERVIEW (run by

9、date range)PLACEMENT LIQUIDATION OVER TIME (run by date range and grouped by Portfolio) PLACEMENT LIQUIDATION OVER TIME BY CRM (run by CRM entity (outsource vendor)PLACEMENT LIQUIDATION OVER TIME BY PORTFOLIO (run by Venture and by Portfolio)PLACEMENT LIQUIDATION OVER TIME BY CHAMPION CHALLENGER (ru

10、n by original Champion Challenger outsource date) PAYMENT PRODUCTION AND RECOVERIES (run by individual Portfolio)PORTFOLIO PERFORMANCE MONTHLY BREAKDOWN (run by individual Portfolio and end date)PORTFOLIO SUMMARY GOAL(run by individual Portfolio and end date)PORTFOLIO MONTHLY GOALS(run by individual

11、 portfolio and calendar month)PORTFOLIO BREAKDOWN BY ACCOUNT STATUS(run by Venture and individual Portfolio)PORTFOLIO PERFORMANCE MTD (run by target calendar month, individual Portfolio, Domain type and CRM type)PORTFOLIO CONTINGENCY RATE SCHEDULE (run by individual Portfolio)OUTBEAM CONTINGENCY RAT

12、E SCHEDULE (run by individual OutBeam)DIRECT PAYMENTS ON SOLD ACCOUNTS (run by start date and end date)AccountingFind the Accounting section of the Report Center PORTFOLIOS OVERVIEW BY VENTURE (view from BEAM Web Portal)PORTFOLIOS OVERVIEW BY VENTURE PORTFOLIO LIQUIDATION STATISTICS (run by Venture and individual Portfolio)PAYMENT PROCESSING HISTORY (run by start date and end date)INVES