Client Funding Report

This page guides you through the steps of generating the Client Funding Report.

These are the topics on this page

1 Introduction
2 Generating the Client Funding Report

Introduction

The client funding report is located on the client funding page which is accessible either from the client>client funding sub-menu, or off the client profile, through the Funding datagrid or client funding tile located within the left vertical menu.

Generating the Client Funding Report

To access the report observe the following steps

From the client funding page select the Funding Report button located within the ribbon bar to open the parameter page for the Client Funding Report.
Specify the reporting range of the report.
Select the Run Report button to generate the Client Funding Statement.

The funding statement will list $ value of the individual planned, completed and cancelled services in addition to the Funding amount and balance.