Payment Analysis Advanced Options

• Group By: Choose to group the report by Client, Responsible, Assigned From or Receiving Atty.
• Report Format: Select a report format either Detail or Summary.   A Detailed Report will provide a detailed breakdown of each month placements.  A summary will provide a one line summary of all placements for each group.
• Page Break: Click the box to have a page break inserted between each group.
• Placement Date Range: Select the claims' Placement Date Range to be included on the report.  Enter the beginning and ending date.  Only claims placed within the selected date range will be eligible for inclusion on this report.  
• Transaction Cutoff Date: Select the Transaction Cutoff Date.  The report will only include transactions posted on or before the selected Cutoff Date.
• Include New Interest: Click the box to Include New Interest in the balances.
• Placement and Charges Options: Select the placement and charges to include in the placement balances for the report.  User can select the Open Balance Only or the Open Balance plus later charges.
• Charges to Include: Click the box next to balance component(s) that should include any charges posted. See Charges to Include.
• Payments To Include: Click the box next to balance component(s) that should include any payments posted. See Payments to Include.
• Adjustments To Include: Click the box next to balance component(s) that should include any Adjustments. See Adjustments to Include.
• Write Offs To Include: Click the box next to balance component(s) that should include any Write Off Adjustments. See Write Offs to Include.

Select the button to continue with the report selection criteria.