A PDF containing step-by-step instructions with pictures is available to view or download at the bottom of the page.
The Tickets Assigned Report is an interactive report. It displays the Tickets assigned to a specific User, or the Tickets that were processed by a specific User.
Run Tickets Assigned Report
1. From the Data Mining section, hover over Billing and click Tickets Assigned.
2. Set the Search Criteria and click RUN REPORT.
· Use the CENSUS drop-down menu to select a specific Census.
· Use the BILLER drop-down menu to select a specific Biller. This displays Tickets that are assigned to a specific User.
· Use the START DATE and END DATE pickers to select a date range.
3. Results will display in the right-side column.
4. To print or download the report, click PRINT/DOWNLOAD.
5. Click PRINT or DOWNLOAD in the pop-up, as appropriate. Downloaded reports will export to an Excel CSV file. Printed reports will open in a separate tab for printing.
Manage Tickets Assigned Report
1. To unassign or reassign a Ticket, click anywhere on the row in the results area for the Ticket you wish to adjust.
2. A pop-up will appear.
· OPTION 1: UNASSIGN AND PUT BACK IN QUEUE: This Option takes the Charge and places it back in the Billing Queue.
· OPTION 2: ASSIGN TO ME AND WORK: This assigns the Charge to you and takes you to the Billing Section to work.
· OPTION 3: ASSIGN: This allows you to assign the Charge to another User.