The Manual Charges/Credits Report shows manual charges and credits. The report shows the original manual charge or credit, on what date it occurred, response, and reason.
See below for definition of the columns in this report.
Date Given: The date and time the charge or credit was assigned.
Eff Charge Date: The date the charge is to be applied.
Operator: The name of the operator who assigned the charge or credit.
Employee: The name of the employee who was assigned the charge or credit.
Department: The Level 4 location of the employee who was assigned the charge or credit.
Type: The type of callout associated with the charge or credit.
Response: The call result, Accept, Decline, etc. has no bearing on whether a manual charge or credit is being given.
Reason: The reason for the charge or credit.
Charge/Credit: Indication whether this was a charge or a credit.
To Generate a Manual Charges/Credits Report
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Click the Other Reports button on the Reports tab. The Other Reports selection screen displays.
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Click the Manual Charges/Credits Report button. The Manual Charges/Credits Report setup screen displays.
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Select a Parent Company, Business Unit, Division,and OpCenter from their respective dropdown lists.
Note: Click and drag or <Ctrl> + click to select multiple Parent Companies, Business Units, Divisions, or OpCenters.
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Select Start and End dates from the Calendar Picker.
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Click the Generate Report button, to display the report in the same window, -OR-
Click the Generate in New Window button, to leave the current window open and display the report in a new window, -OR-
Click the Reset button, to clear currently selected search criteria and return the selector to default settings, -OR-
Click the Save button, to save the report. See Saving a Report for more information on this functionality.
See below to view a Manual Charges/Credits Report
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