The Permit Exception report returns any accounts that have an exception regarding the requirement of the account's applied Authority and the lack of a permit on the customer record.
The Authorities have an Option called "Permit Required" which this report checks to produce its exceptions.
Report Parameters
- Customer ID - Which customer, or customers, to include in the report. Please note, that the report server searches the database numerically if you are searching for a range.
- Customer Name - Which Customer Name, or Names, to locate. This is rarely used alone and will load with the customer name values after selecting the Customer ID.
- Dealer ID - Which dealer, or dealers, to include.
- Branch ID - Which branch, or branches, to include.
- Group Code - Which Group code, or codes, applied to accounts, to include.
- Class Code - Which Class code, or codes, applied to the accounts, to include.
- Authority ID - Which authority, or authorities, to include.
- Monitoring Status - Selection of which account status, or statuses, to include in the report results.
- Pending -New Deactivated accounts, not yet Activated.
- Inactive - Accounts not currently monitored but activity logging to the account.
- Active - Accounts currently monitored.
- Deactivated - Accounts that are not monitored with no activity logging to the account.
- Authority Types to Include - Filters the report results to the selected authority type(s).
Options
The the Options allow selection of the grouping and ordering of the data.
Advanced
The advanced selection allows the filtering by address or User Defined fields.
