Reports - Outstanding balances

 

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

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).

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 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.

 

Outstanding balances Report Default Columns

  1. HCR Number

  2. First Name

  3. Last Name

  4. Email

  5. Birthdate

  6. Gender Identity

  7. Gender Identity Description

  8. Organization Outstanding Balance

  9. Other Outstanding Balance

  10. Total Outstanding Balance

  11. Organization Name

  12. Unit Number

  13. Street Number

  14. PO Box

  15. Street

  16. City

  17. Zip Code

  18. Province

  19. Country

  20. Parent 1 - First Name

  21. Parent 1 - Last Name

  22. Parent 1 - Email

  23. Parent 1 - Phone

  24. Parent 2 - First Name

  25. Parent 2 - Last Name

  26. Parent 2 - Email

  27. 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.

 

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