Activity Report

Administrators can run a report to view billgroup activity.

1. In the Administration module, point to Reports, and click Activity Report.
2. Select the type of report that you want to run.
   The following choices are available:
   • Detail Report: This report contains a detailed history of the activity within one or more billgroups.
   • Summary Report: This report provides a high-level summary of activity within one or more billgroups.
3. Select a date or date range for the report using one of the following methods:
   • Select a date range in the Date list.
   • Enter a date range in the From and To fields using the MM/DD/YY format. You can also click the fields, and select the dates in the calendars that appear.
4. Select Billgroup or Billgroup List to specify how you would like to select billgroups for the report.
   • Billgroup: Allows you to select one or more billgroups from a list.
   • Billgroup List: Allows you to select a predefined list of billgroups. The number that precedes the option indicates how many billgroup lists are available. You can create additional billgroup lists.
5. Depending on the option that you selected, the following actions may be available:
   • If you selected Billgroup, select one or more billgroups to be included in the report, and click Run Report.
   • If you selected Billgroup Lists, click (Run report for this list).

     Icons to the right of billgroup lists let you view the billgroups that are in a list, remove and add billgroups to the list, and delete billgroups.

   The report is generated. To download or print the report, click the options in the upper-right corner of the page.