Overview
Purpose
This report analyzes guarantor notes.
Category
Productivity
Type
Detail
Mode
Posted
Output Options
CSV or Excel
Sample Reports
(Click an image to enlarge)
Portal
Back Office
Field Definitions
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:
|
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 |
---|---|---|---|
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. |