This report is for branches and organizations, it allows you to view the list of transfers for an organization.
| Table of Contents | ||||
|---|---|---|---|---|
|
Filter options
...
Using the filter options allow you to narrow your search results. By leaving a filter blank, your report will include all options in that field.
The * indicates that it is a mandatory field.
...
Manual Transfer: Put a check mark in the box to filter for manual transfers.
...
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
...
Custom Reports
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.
...
Transfers Report Default Columns
...
Transfer Type
Current Step
Transfer Request State
Creation Date
Updated at
Organization
Target Organization
Period
Transfer Status
Transfer Duration
Transfer Direction
Transfer Reason Type
Shared Expiration Date
First Name
Last Name
HCR Number
Birthdate
Gender Identity
User
...