Collection Report — Excel Course

Track target, collection, achievement and status by branch and employee. Learn it step by step with guided practice on Excelquro.

Understand

A collection report combines target, actual collection, achievement and account condition into an operational view. The best report makes exceptions easy to locate.

Worked example

Follow along

1. Calculate achievement %.
2. Flag below-target records.
3. Summarize by branch.
4. Review DPD and status together.
5. Produce the exception list.

Interactive practice runs in your browser.