Notifications
Purpose of this Report
The Notifications report provides a list of notification details for the staff selected.
Permissions Required for this Report
In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:
- Security group profile > Functional rights > Reports > Shared Library > Shared Views
- Security group profile > Functional rights > Reports > Firm Library > Custom
- Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
- Security group profile > Functional rights > Reports > Firm Library > <report name>
- Security group profile > Functional rights > Administration Manager > Client Manager > Client profile
Reports in Foundation that are Comparable
In Practice Management and Practice Advantage, there are no comparable reports. This is a new standard report.
Report Specifications
The following report options and filters are available to determine the report contents.
Options and Settings |
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There are no options and settings for this report. |
Default Filters | ||
---|---|---|
Field Name | Operator | Value |
Transaction Date |
Between |
First Day of Current Month, Today |
Staff |
= |
All |
Optional Filters | ||
---|---|---|
Available Fields | ||
Message |
Source |
Transaction Date |
Priority |
Staff |
|
Received Date |
Subject |
|
Grouping | |
---|---|
Available Fields | |
Source | Staff |
Sorting | |
---|---|
Available Fields | |
Message |
Received Date |
Priority |
Source |
Report Fields
The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.
Report Fields | |
---|---|
Field | Description |
Staff | The staff name (Last Name, First Name). |
Received |
The date and time when the notification was received. |
Source |
The module name that sent the notification. |
Subject |
The subject of the notification. |
Priority |
The level of importance of the notification. |
Message |
The body of the notification. |
Notifications Sample Report