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It allows you to get the appeals for a specific club or for a full branch.

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

Period * : By default it will be set to the current year. Use the drop down to select a different season, if needed.

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.

Regulation: The regulations available to filter by are: K5(a), K5(b), H8(b), K6(a), K6(b), K26(b), K18, Reinstatement, H1, G9(b), and E22.

Appeal To Organization *: You can use the drop down or the tree to select an organization, or select All.

Appeal From Organization: You can use the drop down or the tree to select an organization, or select All.

Appeal Status: You can narrow your search by filtering the status of the appeal. The status' are: Open, Pending, Closed, Withdrawn and Return to Office.

Division: A drop down is available to search by division that the appeal is for.

Team Category: You can filter your search by the category of the team.

 

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.

 

Appeals Report Default Columns

The default columns for the appeals report are:

  1. Member ID

  2. First Name

  3. Last Name

  4. To Organization

  5. To Team

  6. From Organization

  7. From Team

  8. Division Name

  9. Team Category Name

  10. Appeal Status

  11. Appeal Approbation

  12. Sent Date

  13. Approbation Date

  14. Appeal Date

  15. Payment Method

  16. Amount Owed

  17. Amount Paid

  18. Paid to Organization

  19. Comments

  20. Appeal Regulation

  21. Appeal Type

  22. Appeal Type Note

  23. Account Receivable Note

  24. Active

  25. Creation Date

  26. Updated at

 

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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