How to View the Daily Task Queue for Collectors in NetSuite

📌 Managing a collections team effectively requires real-time visibility into their daily workload. Without structured tracking, it's hard to know how many accounts are being worked, how many calls are made, or how queues are being distributed. Oracle NetSuite provides a Collector Activity dashboard to help finance leaders monitor daily performance across the collections team.

Steps to View the Daily Task Queue for Collectors 

Step 1: Access the Collector Activity Screen

• Navigate to Dashboard > Dashboard > User Productivity > Collector Activity
  
  
• This dashboard is designed to provide an overview of collector performance across the organization

Step 2: Understand the Collector Activity Display

• The screen is divided into two key sections:
  
  
  1. Users Section: Displays each collector’s user code and name
     
     
  2. Activity Details Section: Shows metrics such as the number of accounts worked and total call activities per user
     
• This layout allows supervisors to quickly assess team engagement levels for the day
  

Step 3: View Queue-Specific Call Activity

• Within the Collector Activity screen, queue details are shown alongside collector performance
  
  
• These include the number of calls made by each collector and the queues they were assigned to
  
  
• This helps identify if workload is evenly distributed or if adjustments need to be made
  

Step 4: Customize Views for Better Filtering

• Use NetSuite’s Task View customization tools to monitor specific types of work
  
  
• Filters can include:
  
  
  1. Production date
     
     
  2. Subsidiary
     
     
  3. Location
     
     
  4. Work center
     
     
  5. Work order status
     
• These filters allow managers to focus on the most relevant data for their business unit or collection team structure

Step 5: Create and Save Custom Views

• Create Custom Views to tailor the information displayed to your team’s reporting needs
  
  
• These views can be saved and reused daily for quick access to the right insights

Pro tip: Growfin takes netsuite collections management a step further by providing real-time collector performance dashboards, follow-up timelines, and intelligent account prioritization—so you’re not just viewing activity, but actively optimizing it. To learn more check out the Bridging the Receivables Efficiency Gap: Going beyond NetSuite webinar!

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