Performance Report-Advocate 

 This refers to a report that assesses an advocate's performance based on billing. Provides a comparison of actual billed items  versus the fees collected/earned. Note that all the advocates with the roles to earn fees will appear on this report. 


Steps: 

 

  1. Log into the system
  2. Go to Office Administration module 
  3. Under Transactions management report section click on the “Performance Report-Advocate” link 
  4. Fill in the (Performance criteria and date) in the pop out form  
  5. Click on the “View report” button to view