Report:  User Tracking Deadlines

(Topic Last Updated On:  05/05/2010)

This report displays all user tracking deadline entries entered on the User Tracking screen, grouped by event or deadline Type.  The user, event or deadline name, start date, end date and comments are included on this report for each user tracking deadline entry.

Report Column Explanations

User ID

This column displays the Employee ID (User ID) for whom each user tracking deadline was entered.

Name

This column displays the receipt number for the payment transaction.

Start Date

This column displays the receipt number for the payment transaction.

End Date

This column displays the receipt number for the payment transaction.

Comments

This column displays the receipt number for the payment transaction.

Report Field Explanations

Event Type

This field displays the receipt number for the payment transaction.

Criteria Explanations

User

This parameter is for facilities tracking multiple balance types for each patient, and allows users to limit the report data to just one particular balance type.

Tracking Type

This parameter allows users to limit report data to just one particular user's entries.  Available selections will include all staff members with Accounting job roles in Employee Administration.

Site

This parameter is irrelevant for Methasoft users.  Only a facility's Home Site will appear available for selection in this field, and 'All' will be selected by default.

From Date

This parameter allows users to limit report data by filtering out transactions with receipt numbers higher than the receipt number entered here.

To Date

This checkbox determines whether or not patient names will appear on the generated report.