Account Summary Options Fields
Complete the following fields to select the account summary options.
Account Summary Options Fields
| Field Name | Field Description |
|---|---|
| Report Options | From the drop-down list, select whether to include cases only, cases and payment plans, or payment plans only. |
| Case Flags | Type the case flag codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click  or press F4 to search for and select multiple codes.
|
| Include Collection Status | Select this check box to include collection statuses on the account summary. |
| Include Payment Plan Schedule Details | Select this check box to include payment plan schedule details on the account summary. |