Payment Analysis Report Selection Criteria

Use the following selection criteria to narrow down the accounts to be included on this report.  

• Client: Select to include All Clients, a Client Group, a Single Client or a Client Set. Only accounts with this client selection will be eligible for inclusion on this report.
• Responsible Attorney: Select to include all Responsible parties or a single Responsible party.  For all Responsible Codes, all accounts will be eligible for inclusion on this report regardless of the responsible code assignment.  For a single responsible, only accounts whose responsible assignment is currently set to the selected code will be eligible for inclusion on this report.
• Assigned From: Select to include all Assigned From codes or a single Assigned From code.   For all Assigned From Codes, all accounts will be eligible for inclusion on this report regardless of the Assigned From code.  For a single Assigned From code, only accounts whose Assign From assignment is currently set to the selected code will be eligible for inclusion on this report.   
• Receiving Attorney: Select to include all Receiving Attorney codes or a single Receiving Attorney code.   For all Receiving Attorney Codes, all accounts will be eligible for inclusion on this report regardless of the Receiving Attorney code.  For a single Receiving Attorney code, only accounts whose Receiving Attorney assignment is currently set to the selected code will be eligible for inclusion on this report.   
• Status:  Select to include accounts with All Status Codes, a Status Code Range or  Status Code(s) From List only accounts with the selected status codes will eligible for inclusion on this report.   Click the button to select Status Codes not to include on this report.   Accounts that are currently set to the Excluded Status Codes will not be eligible for inclusion on this report.  
• Type: Select to include either All Type Codes, Type Code(s) from List or a Single Type Code .Only accounts with the selected type codes will be eligible for inclusion on this report.
• Balance Range:  Select to include only accounts with in a certain Balance Range.  Select which Balance Range to use to narrow the accounts to be included on the report by clicking the button and selecting Open or Current.   Once the proper range is selected, enter the beginning balance and ending balance and select to Include or Exclude this Balance Range.   If Including, only accounts with the selected balance range will be eligible for inclusion on this report.  If excluding, only account without the selected balance range will be eligible for inclusion on this report.  
• Net Recovery Details:  Click the box to include Net Recovery Details on the report.
• Include Inactive Accounts:  Click the box to include Inactive Accounts.  Otherwise, only active accounts will be eligible for inclusion on this report.
• Advanced Options:  Click the button for additional selection criteria options.  See Advanced Options.
• Save Settings: To save these report settings, click the button.   Users do not have to save settings to run the report with the current selections.   The save settings option can be used as a short cut when running future reports.  Select the most common settings and click the button.   The next time this report accessed it will show the settings that were saved.
• Output Selections: Click the Output Selections button to set the output options.
• Print: To generate report click the Print button.  Then, select to print to File, Printer, Screen or Cancel generation of report.
• Payment Analysis Report Sample