How to Generate Reports for Claims and Clients:
- For claims, use the "Custom report" deselect "Welcome" from the type filter, Created From and To in the date range you would like to report on.
- For clients, use the "Custom Report" and deselect all account types except "Welcome" from the type filter, Created From and To in the date range you would like to report on (a welcome account is created by default whenever a client is created, so we can use these to report on your clients individually).
In terms of pre submissions, use the "List" and select "Show me accounts where the status {changed to} {your status for presubs} from {all sites} between {date range you want to report on}"
- Tonic Support
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