| Locations |
Click  to select the locations that contain the data for the activity.
|
| Case Categories |
Type the case category 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.
|
| Case Types |
Type the case type 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.
|
| Financial Categories |
Type the financial category 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.
|
| Collection Statuses |
Select the following check boxes appropriate for the report being printed:
|
• |
Select Include Collection Status Detail on Report option if you want to include the collection status detail on the report. |
|
• |
Select Exclude Cases/Payment Plans with Future Collection Statuses if you do not want cases and payment plans with future collection statuses included in the report. |
|
• |
Select Exclude Cases/Payment Plans with the Following Collection Statuses option if you do not want specific collection statuses included in the report. When you select this option, type the collection status 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.
|
|
• |
Select Include Cases/Payment Plans with the Following Collection Statuses to include cases and payment plans with specific collections statuses in the report. When you select this option, type the collection status 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.
|
|
| Case Flags |
Select Exclude Cases/Payment Plans with the following Case Flags if you do not want specific case flags included in the report.
When you select this option, 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.
|
| Warrants |
Select Exclude Cases/Payment Plans with active warrants if you do not want to include cases or payment plans with active warrants in the report.
|
| Report Options |
The following options are available for this report:
|
• |
Indicate if you want to generate the report for cases with due dates only, payment plans only, or both. |
|
• |
Select Save as CSV to save the report as a comma-separate values (CSV) file. |
|
| Aging Schedule |
Select whether or not to show an aging schedule for this report. If you select None, you do not need to complete the age range fields that follow.
If you select Show Summary, you are required to enter the date ranges that follow. Enter dates in the Start Date and End Date fields to specify a date range for the activity.
|
| List Name |
Type a name in this field if you want to save the data in the report as a list in List Manager. After you generate the report,
you can then access List Manager to view the list.
If the list name you entered already exists for your used ID, the report output will overwrite the existing list.
|