Overview
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Sample Reports
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Portal
Back Office
Field Definitions
Field | Description |
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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:
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Created At | The date and time the note was created. |
Created By | The person who created the note. |
Available Report Filters
Option | Type | Required | Description | ||
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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.
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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.
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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. |