Reports Menu

The Reports Menu contains all reports associated with the debtors and debts.

Frequency: All reports can be run at anytime and do not affect the integrity of the data.

this menu requires access rights assigned in the User Setup.

• Users will only see the debtors and debts for the Departmental/Account Code(s) authorized in the Tools-User Setup
• Social Security Numbers can be printed or can be masked in two formats: show last four digits (***-**-nnnn) or no digits (***-**-****). This control is in the Tools-Users-System Settings.

Output formats: all reports print to the screen first and then have the option to print to a selected local or network printer. Some reports will create pdf versions for saving and sharing.

The Reports menu:

The Reports menu options:

All of the above reports allow for a Print Preview with options to send to a printer.

Report descriptions:

• Adjustment Report- list of adjustments (payments) for a selected date range
• Aged Debts Report - list of debtors and debts based on Compliance Date range, with selections of whether setoff or not. See debt and setoff amounts for debts submitted years ago
• Audit Report - detailed information on all or selective debtors based on date entered or edited over a specific time frame
• Compliance Report - list of debtors and debts based on a starting and ending Compliance Date range
• Composite Report - list of debtors and debts , select between three types of debts: all debts, only $0.00 debts, not $0.00 debts
• Expiration Report - list of debtors and debts based on a starting and ending Expiration Date range
• Import Status Error Report - retrieves the report from the Clearinghouse server of the errors in the previous Import Status Report, eliminating the need to sign-on to the secure server and manually download, save and review the report
• Setoff Report - list of debtors and debts that have been previously setoff, select account code/department, and beginning and ending setoff date range
• Selective Report - list of debtors and debts for either a selective debt amount range or a selective date entered range
• Summary Report - a single page report of the number of debtors, debts, original debt amount, current debt amount and setoff totals
• Totals Report - a detailed list of all debtors( including address) and debts amounts: original, current, adjusted (payments) and setoff amounts
• User History -