1
Run Reserve Reports
1.1
Click the Reserves sub tab then search for the desired claimants. Reports run on information shown in the Reserves list.
A
Select this tab to run reserve reports.
B
Reports use data listed here.
1.2
Click the Reports button to display the Reports window.
A
Click to expand or hide sort options for the report.
B
Exports the selected report to an Excel spreadsheet.
C
Generates a PDF of the selected report.
D
Close the report window without running a report.
E
Available reports. Check the box next to the report you want to run. If the report has sorting options, the report expands to show the options. Check the box by the desired sorting option.
1.3
Select the desired report and sorting option, then click Excel or Print as desired to run the report.