Affiliate List Report
The Affiliate List Report is a report that finds and lists existing addresses with affiliates, even if they are never used on a case. This report can also filter on both addresses and affiliates associated with cases. For example, an agent could use this report if they wish to find and list all mothers who live in Arizona with children who are under the age of 12. You could also filter on case-related data to further refine your listing, such as a product or reason code.
When you click a column to sort the Listing reports, the view refreshes and places the focus on the first record at the top of the report. To view a particular record, you will need to scroll to that record.
To access the Affiliate List Report:
From the Application Function Bar, select Reports > Reports Admin > Case Reports > Affiliate List Report.
Report Options
The following options are available for this report:
Field | Description |
|---|---|
View As | Select the output type of the report. For more information, see Report Output Types. |
Report Title | Enter a title that will appear at the top of the report. |
Only Addresses With Affiliates | When this check box is selected, the Affiliate List report only generates addresses that have affiliates associated with them. If the check box is cleared, the report considers all addresses, whether they have affiliates associated with them or not. |
Affiliate of Address Text | Enter the text that will appear on the report for the affiliate code column when the address is the primary address. For example, you can enter "Parent" to indicate the relationship between the primary address and all the affiliate addresses that will be listed beneath it. This text will only appear on your report and is for your reference only. |
Affiliate Code | Select the type of affiliate you wish to generate matches for. |
Report Output
The following options are available for this report:
Field | Description |
|---|---|
Results Language | Select the results language for the report. For more information, see the Results Language section on page Reports Overview. |
Time Zone | Select the time zone to use when processing the report. This indicates the time zone to use when using dates on filters and displaying dates. If this field is blank, the dates will reflect the time zone of the user. For category dates, only the system date time is updated for the time zone (Type J). All the other dates are shown as stored in the database. |
Report Date Format | Select the format to use when displaying dates on the report. Choose from:
|
Report Time Format | Select the format to use when displaying time on the report. Choose from:
|
Report Columns
For information, see Report Columns.
Report Filters
For information, see Filters in Emplifi Agent.