This report is for branches and organizations, it allows you to view the list of transfers for an organization.
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Filter
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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).
* Period: By default it will the period will be set to the current season. Use the drop down to select a different season if needed.
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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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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 Member ID Number
Birthdate
Gender Identity
Gender Identity Description
User
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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