End-User Guide > Reports in Elements > Flags Report |
Use the Flags Report to extract information for clients who meet certain criteria based on the seven user-defined flags.
Access to this report is controlled by your Security Profile.
Default Settings | Description | Changes to Default Settings |
Flags 1-7 | For each flag you can select Either, True or False. For example, if Flag 1 identifies Bankrupt clients and you want a report of all bankrupt clients, you would specify that the value of Flag 1 was True and that all other flags would be left as the default value of Either. | ![]() |
Loan Status |
Select loan status(es). |
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Worklist |
Select worklist(s). Some users may be restricted to their own worklist, depending on their Security Profile. |
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Delinquent Locked |
Select the delinquent/locked status. |
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Report Information
The report is grouped and sub-totaled by worklist. Values included in the report are: