Running the Financial Report

Running the Financial Report

Accessing the Financial Report

The financial report allows you to view an overview of all finances for enrollees. This report summarizes total balances due, delinquent payment history, recurring payment information, minimum payment amounts, payment reminder date/time, and payment types. This reported can be filtered and exported. 
  1. To access the report, go to the Reports tab from the main navigational menu
  2. Select the Financial sub tab here

Report Features and Exporting

  1. Select the Search button to see the following filters
    1. Balance Due - total balance of each register for the enrollee 
    2. Delinquent months - how many total months the enrollee has missed making payments
      1. this is only applicable if you have enabled payment reminders and recurring payments for the enrollee.
    3. Recurrence Amount - the required recurring payment amount
      1. this is only applicable if you have enabled payment reminders and recurring payments for the enrollee.
    4. Active - filter by enrollee active status
    5. Enrollee - enrollee name
    6. Entity - entity name
  2. You can also export the report by selecting the Export button here


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