Client Documents

Navigation:    Report Menu »» Clients »» Documents

Applies To:    Enterprise    Plus  Basic

Reporting option for Client Document records.

• Enrollment Status values are defined as follows:
  • All = status is ignored but assignment must exist
  • Active Only = status starts with the letter “E”
  • Inactive Only = status starts with the letter “C” or “Did Not Complete”  (Inactive assumes was active at one time)
  • Active and Inactive Only = status starts with the letter “E”, letter “C” or “Did Not Complete”  (Inactive assumes was active at one time)
  • Other values must be an exact wording match.
• Allow Display: If "QuickTools" or "WebReg" is selected, the report will be filtered only for documents that are enabled to share within the respective module.