This report is for branches and MHA’s - it allows you to view the list of members with outstanding balances in their profile. These are outstanding balances added manually by the HCR user in the Outstanding Balances box in a member's profile.
Filter options: for the Outstanding balances 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).
Date of Birth - Start & End: You can use the birth date range to narrow your search.
Gender Identity: Use drop down to filter by male, female, prefer to to say or prefer to self describe.
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.
Outstanding balances Report Default Columns:
HCR Number
First Name
Last Name
Email
Birthdate
Gender Identity
Organization Outstanding Balance
Other Outstanding Balance
Total Outstanding Balance
Organization Name
Unit Number
Street Number
Street
City
Zip Code
Province
Country
Mother's First Name
Mother's Last Name
Mother's Email
Mother's Phone
Father's First Name
Father's Last Name
Father's Email
Father's Phone