This report is for branches and organizations, it allows you to view all refunds made by an organization.
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Filter options
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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.
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).
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Refund Status: You can filter on the refund status - pending or complete.
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Action Button
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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
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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.
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Refunds Report Default Columns
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Invoice Number
Refund Amount
Refund Method
Internal Note
External Note
Refund Status
Refund Date
Name on the Invoice
Email on the Invoice
Invoice Amount
Merchant Account
HCR Number
First Name
Last Name
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