Use this procedure to request the Collections Report.
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Before requesting the Collections Report, search previously generated reports to determine if a request has already been made for the same report. If a report has already been requested and is available to view, the information can be viewed immediately instead of having to wait until the next business day to view it. If you have not already searched previously generated reports, proceed to Search for a Financial Management Report and View Report History. |
From the Left Navigation menu, select Reports, then On Demand Request, then Collections.
The Collections Report page displays.
In the Report Parameters section:
Select the Case Locality from the dropdown menu to view the payments collected for each type of payee (client or vendor) for that specific locality. All is not a dropdown menu option. This dropdown menu is required.
Enter the Begin Date manually using the mm/dd/yyyy format or by clicking on the calendar icon and selecting the appropriate date. This is a required field.
Enter the End Date manually using the mm/dd/yyyy format or by clicking on the calendar icon and selecting the appropriate date. This is a required field.
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The End Date cannot be more than 12 months after the Begin Date. |
Click Submit Request.
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The Collections Report is available the next business day after the request is submitted. The next business day, proceed to View a Requested Financial Management Report. |
The Collections Report request is submitted.
Updated 05/02/2014
