Steps:
- Use your assigned credentials to access the system.
- Once on the dashboard, locate and click on the Reports module.
- Click on “File Reports” then select relevant report you wish to view from the dropdown.
- Files opened Reports - This report displays a list of all files that have been opened within a selected date range
- Files Closed Reports - This report shows all the files that have been officially closed in the system.
- Files Pending Closure- This report highlights files that are active but are due approval for closure.
- Instructions approved for files with debits - This report lists files where instructions have been approved and debits (charges or expenses) have already been posted.
- Unallocated File Reports - This report shows files that have not yet been assigned to any specific user.
- Files Pending Approval - This includes all files that have been created but are awaiting approval before proceeding.