This report is for organizations that add credit to a member's profile. It allows you to view information on the credits.
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Filter options
Using the filter options allow allows you to narrow your search results. By leaving a filter blank, your report will include all options in that field.
Fields marked with an * are mandatory
* Organization: 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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With Balance Only: By putting a checkmark in the box, you will search for only credits that have have a balance on them.
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Action Button
New custom report - You can create you your 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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Credits Report Default Columns
HCR Member ID Number
First Name
Last Name
Email
Birthdate
Gender Identity
Gender Identity Description
Credit Amount
Credit Note
Expiration date
Balance
Invoice Number
Credit Category Name
Credit Category Description
Created by
Creation Date
Mother's Parent 1 - First NameMother's
Parent 1 - Last Name
Mother's Parent 1 - EmailMother's
Parent 1 - Phone
Father's Parent 2 - First NameFather's
Parent 2 - Last Name
Father's Parent 2 - EmailFather's
Parent 2 - Phone
Search Results
In each of the columns, you will find a sort option with a directional arrow letting you know which way the sort is going in.
The blue arrows allow you to move move from left to right when viewing the columns of your report.
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You can export your reports by click clicking on the Action button and selecting Export Excel, or from the export button located at the top of the search display results. Using the export button, you can export to CSV or Excel.
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There will be times that your report is too large to display on the screen. A message will appear - You Your report is too heavy, click her here to download the complete report. Click on it, and you can view the full report from the export.
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