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Filter options: for the Outstanding balances report are:

The * indicates that it is a mandatory field.

Organization*:

Qualifications*:

With Registration:

With Team:

Gender Identity:

Date of Birth - Start & End:

Member Type:

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.

 

Qualifications Deficiencies Report Default Columns:

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