Reports - Credits

This report is for organizations that add credit to a member's profile. It allows you to view information on the credits.

1 Filter options
2 Action Button
3 Custom Reports
4 Credits 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 use the drop down or the tree to select an organization, or select All. (Selecting another MHA is permission based).

Credit Category: Use the drop down to select a credit category.

Created Date - Start & End: You can search for credits that were created during a date range by adding a start and end date.

Expiration Date - Start & End: You can search for credits that expire during a time period by adding a start and end date.

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 search for a birth date range of members that have credits by adding a start and end date.

Active Credits Only: By putting a checkmark in the box, you will search for only active credits.

With Balance Only: By putting a checkmark in the box, you will search for only credits that have a balance on them.

Action Button

New custom report - You can create your 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.

Credits Report Default Columns

HCR Number
First Name
Last Name
Email
Birthdate
Gender Identity
Gender Identity Description
Credit Amount
Credit Note
Expiration date
Balance
Invoice Number
Credit Category Name
Credit Category Description
Credit Status
Created by
Creation Date
Credit Organization Name
Parent 1 - First Name
Parent 1 - Last Name
Parent 1 - Email
Parent 1 - Phone
Parent 2 - First Name
Parent 2 - Last Name
Parent 2 - Email
Parent 2 - Phone

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 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, 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 - 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.