Account Note Detail

Overview

Purpose

This report analyzes guarantor notes.

Detail

Posted

CSV or Excel

How to Get Here?

From Portal:	From Back Office:
From the Reports tab, locate the Account Note Detail report. Click Edit for the report. Enter/select filter criteria on the Criteria page. Click Run Report.	Open the Manage menu and select Reports. From the Reports page > Modern tab, select the Account Note Detail report from the list of reports. Click Run (or press [Alt] + [R]). Enter/select the filter criteria from the Parameters window. Click Run (or press [Alt] + [R]).

(Click an image to enlarge)

Field	Description
Practice	The practice for which the note is associated.
Account ID	The account number of the guarantor account associated with the note.
Case ID	The case number of the case associated with the note.
Guarantor Name	The name of the person on the guarantor account associated with the note.
Note	The text of the note.
Note Type	The Note Type assigned during creation of the note. Options include: Account Case Collection Payment Refund
Created At	The date and time the note was created.
Created By	The person who created the note.

Option	Type	Required	Description
Date	Drop Down	Yes	Filters transactions displayed by the selected time period. Options include: Custom Date Range, Last # of Days, Today, Previous Day, Current Month, Previous Month, Current Year, and Previous Year. If Custom Date Range is selected, the From and To fields are enabled to enter specific dates to run the query on. If Last # of Days is selected, the Last # of Days field is enabled to enter a specific number of days to run the query on.
Practices	List Selection	Yes	Filters by all practices or one or more practices for which adjustments were applied. By default, this filter is set to All Practices. Only active practices are returned in the search results.
Note Type	List Selection	Yes	Filters by all note types or one or more note types for notes on the account. By default, this filter is set to All.
Creator	List Selection	Yes	Filters by all users or one or more users for which notes were created. By default, this filter is set to All.
Exclude Inactive Accounts	Checkbox	No	Filters by all accounts that have been termed, or marked inactive. By default, this filter checkbox is not selected.
Report Folder	Drop Down	Yes	Designates where to place or save the output from the executed report.