This report is intended for branches and organizations, it allows to display duplicate member profiles in one or more organizations. The report filters participants with the same first name, last name, and date of birth.
Filter options for the Duplicate Participants report are:
The * indicates that it is a mandatory field.
Organization*:This is a mandatory filter - You can use the drop down or the tree to select an organization, or select All. (Selecting another MHA is permission based).
Action Button:
New custom report - You can create you own custom appeals report that will allow you to choose the columns that are generated.
Export excel - click to export your report
To create this report, click New Custom Report. Give the report a name, and a description (optional but is useful if you want to save the custom report and use it again later). Click the box Save Filter Values if you want to save this custom report. Next, select all, or choose from the column options, then click Save.
Duplicate Participants Report Default Columns:
HCR Number
First Name
Last Name
Gender Identity
Birthdate
Email
Member Status
Organization Name
Source
Active
Creation Date