Reports - Cheque Issued for Insurance Claim

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

1 Filter options
2 Action Button
3 Custom Reports
4 Cheque Issued for Insurance Claim Report Default Columns
5 Search Results
6 Exports
7 Tips

Filter options

Using the filter options 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 select an organization from the drop-down or the tree. (Selecting another MHA is permission-based).
Date - Start & End: You can narrow your search by entering a time period or leaving 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 the start and end date of the printed cheques.
Gender Identity: Use the drop-down to filter by gender identity.
Date of Birth - Start & End: You can narrow your search by using the birth date range.
Service Type: Use the drop-down menu to select the payee's service type.
Payee: Enter the name of a specific payee to export a list of cheques issued only to that payee.

Action Button

New custom report - You can create your own custom appeals report that will allow you to choose the generated columns.
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 or New Custom Report button at the top of the search result display.

Give the report a name and a description (optional but useful if you want to save the custom report and use it again later). Click the Save Filter Values box to save this custom report. Next, select all, choose from the column options, then click Save.

Cheque Issued for Insurance Claim Report Default Columns

Cheque Number
Unit Number
Street Number
Street
PO Box
City
Postal Code
Pay to
Memo
Printed Date
Creation Date
Amount
Cheque Date
Injury Case Number
Organization Cheque
Creator Family Name
Created by – Name
HCR Number
First Name
Last Name
Email
Payee's First Name
Payee's Last Name
Payee's Business Name
Cheque Service Type
Member Contact First Name
Member Contact Last Name
Member Contact Email

Search Results

In each column, you will find a sort option with a directional arrow letting you know how the sort is going.

The blue arrows allow you to 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 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.

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, click either Clear or Reset filters.

Sometimes, your report is too large to display on the screen. A message will appear - Your report is too heavy, click here to download the complete report. Click on it, and you can view the full report from the export.