Probate Guardianship Audit Report Fields

Locations

Click

to select the locations that contain the data for the activity.

Report Type

Use the drop-down list and select what type of report you want to generate (i.e., Activity or Overdue).

The Activityoption uses the Audit Status and Date Range fields to generate a listing of reports that were received or not compliant for this month.

The Overdueoption uses the Due Date and Extension Date fields on the audit report to determine if the report is past due.

Date Range

Enter dates in the Start Date and End Date fields to specify a date range for the activity.

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.

Case Subtypes

Type the case subtype 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 Cases Without a Subtype

Select this check box to include cases that do not contain a subtype in the activity.

Case Statuses

Type the case 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.

Is Current Status

If you want to include cases in which the selected case status is the current case status, select this check box.

Audit Report Types

Type the audit report 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.

Audit Statuses

Type the audit 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.

Is Current Status

If you want to include cases in which the selected audit status is the current audit status, select this check box.

Estate Value

Use the Minimum and Maximum fields to enter a value range for the estate.

Judicial Officers

Type the judicial officer 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.

Magistrates

Type the magistrate 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.

Note: The name of this field is configurable and may display differently in your system.

Report Options

The following options are available for this report:

•

Use the Group By drop-down list to select how you want to organize the report.

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If you want to use page breaks in the report, use the Page Break drop-down list to select whether you want to insert a page break on the judicial officer or the magistrate option.

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Select the Include Guardian/ Attorney Information check box if you want to include the name and address of the guardian and attorney.

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Select the Include Subtotal by Casecheck box if you want to include a count of the number of reports for a particular case.

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Select the Save as CSVcheck box if you want to save the report output as a CSV file.

Sort Order

Select how you want the items to be listed on the report.

Use the Primary drop-down list to indicate the main order in which you want the information to display. You can choose audit status, case number, case type, judicial officer, magistrate, or report type.

Use the Secondary drop-down list to specify a secondary sort order based on the primary sort order selected.

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.