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This report is intended for branches, it allows to generate a report of the list of checks issued by Hockey Canada in the case of insurance claims.

Filter options

Using the filter options allow you to narrow your search results. By leaving a filter blank, your report will include all options in that field.

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. (Selecting another MHA is permission based).

Date - Start & End: You can narrow your search by entering a time period, or leave it blank to search for all appeals in the selected season.

HCR Number: You can enter an HCR number for a targeted search.

Injury Case Number: Searching by injury case number will narrow your search.

Printed at - Start & End: You can enter a start and end date of the printed cheques.

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.

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

Custom Reports

You can create a custom report using any combination of the default columns listed below.

To create this report, click New custom report from the Action button, or the New custom report button located at the top of the search result display.

 

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.

Cheque Issued for Insurance Claim Report Default Columns

  1. Cheque Number

  2. Unit Number

  3. Street Number

  4. Street

  5. City

  6. Postal Code

  7. Pay to

  8. Memo

  9. Printed Date

  10. Creation Date

  11. Amount

  12. Cheque Date

  13. Injury Case Number

  14. Organization Cheque

  15. Creator Family Name

  16. Created by – Name

  17. HCR Number

  18. First Name

  19. Last Name

  20. Email

  21. Payee's First Name

  22. Payee's Last Name

  23. Payee's Business Name

  24. Cheque Service Type

  25. Member Contact First Name

  26. Member Contact Last Name

  27. Member Contact Email

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.

Click on the Show box to change the amount of lines visible in your search results.

 

Exports

You can export your reports by click 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.

A history of your exported reports can be retrieved from the Exports menu.

Tips

When using any of the filters for your search, the system will save your most recent options. to clear your search history, either click Clear, or click on Reset filters.

There will be times that your report is too large to display on the screen. A message will appear - You report is too heavy, click her to download the complete report. Click on it, and you can view the full report from the export.

 

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