Selective Report

The SELECTIVE REPORTlist of debtors and debts for either a selective debt amount range or a selective date entered range. There are two different options:

• Debts by Range of Current Debt Amount
• Debts by Range of Date Debt was Added

- the By Date Range selection will not produce all of the debtors/debts due to the fact that prior versions of this software did not always capture the dates added and updated. Debtors/debts manually captured the Date Added. However, debtors/debts added via the Import ASCII or Excel did not but that has been corrected in the latest version. These new features will only work with new debtors and debts added after the upgrade to this new version.

Information:

• SSN
• Last Name
• First Name
• Account Number
• Date Added
• Current Debt Amount

• Report totals include: Debt Amount

Order: the report is in Last Name, First Name order.

Frequency: This report can be run at anytime.

Account Codes:

• As with all reports the account codes/departments is selectable:

- As all other reports, this menu requires access rights assigned in the User Setup. Each Account Code/Department must show "ACCESS", not "RESTRICTED". This report can only be generated for the account code/department that the user has access rights to. The admin user should have rights to all account codes in order to print an entire Selective Report.

1. From the Reports menu:

2. Move the mouse over Selective Report and click this option: 

3. The following appears:

4. To select debtors by a debt amount range, enter the desired Debt Amounts and check the "Use Debt Amount Range" box:

• A sample of selecting debts $0.00 would be:

 

- The Start and End Date is irrelevant and does not have to be edited if doing the Debt Amount range

 

• A sample of selecting debts $0.01 to $49.99 would be:

OR instead of a Debt Amount range report, a date report is available by:

• Entering a Date Debt Added range: Start Date (Debt Added) and End Date (Debt Added):

Both dates default to today, but type over to edit, or use the to initiate the calendar.

 

• A sample of selecting debts added from 01/01/2012 through 11/11/2012 would be:

5. Select the desired account code/department:

• It defaults to ALL, click the to display all account codes that are accessible as set-up in the User Setup.
• 

• Select the desired account code/department

6. Select one of the three options:

• Click to abort and return back to the Main Menu
• Click to initiate to process and continue
• Click to create a pdf version of the report
  • A folder is displayed noting where the pdf file is stored

  

 

Sample Selective Report - for debt amount $0.01 to $49.99 (less than $50.00 but not $0.00) for All Account Codes:

Sample Selective Report - for Date Debts Added from 01/01/2012 - 11/11/2012 for All Account Codes

This report uses the Print Preview options:

  - terminates the view of the report and returns to the Main Menu: