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It allows you to get the appeals for a specific MHA club or for a full branch.

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Table of Contents

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minLevel

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Custom Reports

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Appeals Report Default Columns

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Search Results

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Exports

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maxLevel7

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

Period * : By default it will be set to the current year. Use the drop down to select a different season, if needed.

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Regulation: The regulations available to filter by are: K5(a), K5(b), H8(b), K6(a), K6(b), K26(b), K18, Reinstatement, H1, G9(b), and E22.

Appeal To Organization *: You can use the drop down or the tree to select an organization, or select All.

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  • 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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The default columns for the appeals report are:

  1. HCR NumberMember ID

  2. First Name

  3. Last Name

  4. To Organization

  5. To Team

  6. From Organization

  7. From Team

  8. Division Name

  9. Team Category Name

  10. Appeal Status

  11. Appeal Approbation

  12. Sent Date

  13. Approbation Date

  14. Appeal Date

  15. Payment Method

  16. Amount Owed

  17. Amount Paid

  18. Paid to Organization

  19. Comments

  20. Appeal Regulation

  21. Appeal Type

  22. Appeal Type Note

  23. Account Receivable Note

  24. Active

  25. Creation Date

  26. Updated at

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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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