Setting Payment Listing Parameters

Depending on which Payment Listing report a user has chosen, they will see slightly different parameter windows. The Payment Listing by Poster and Date allows users to filter based on which user posted the payment, whereas the Payment Listing By Source and Date does not. After making selections from the below, they will choose the Search option at the bottom right of the window to run the report:

  1. (Do not) Include Adjustments: This field allows the user to decide whether adjustments will be included in the resulting data.
  2. Post Date: This report will show only payments and adjustments posted in the range specified. 
  3. Users: Only available on the Payment Listing by Poster and Date, this field allows filtering on which users' claims will be counted in the report.