This report is for branches and organizations, it allows you to view the list of transfers for an organization.
Filter options for the Transfers report are:
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).
Period*: This is a mandatory filter - By default it will the period will be set to the current season. Use the drop down to select a different season if needed.
Transfer Duration: Use the drop down to filter by permanent or shared.
Transfer Type: Use the drop down to filter by association, branch, international or USA.
Transfer Status: Use the drop down to filter by open or closed.
Transfer Reason Type: Use the drop down to filter by the reason for the transfer.
Transfer direction: Use the drop down to filter by incoming or outcoming transfers.
Transfer Approval State: Use the drop down to filter by approved or declined.
Gender Identity: Use drop down to filter by male, female, prefer to to say or prefer to self describe.
Date of Birth - Start & End: You can use the birth date range to narrow your search.
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
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