Complete this task to print the account activity from the Active AR tab. All activity is reported unless otherwise filtered by date of service or by case.

The Print Overview function is different from the Print Activity function:

  • The Print Activity function prints a sequential line-by-line replication of the Active AR tab data window. 
  • The Account Overview report groups like activity together and presents them in a convenient, easy-to-read format.

Step-By-Step Guide



Additional Information


From the Act: [ID] > Active AR tab for the guarantor account, filter the account activity, if applicable, by date of service, case, or outstanding balance.

  • To filter by date of service, specify the date in Filter by DOS.
  • To filter by case, specify the case number in Filter by Case.
  • To filter by outstanding balances, clear the Show Zero Balances checkbox.

The tab refreshes when activity matching the filtering criteria is found. Clear the filtering criteria to see all activity.


Click Print Activity. The Account AR Activity report opens.


Use the toolbar to save, print, or review the report.

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