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Need report with SS numbers
Posted: 06 Jul 2010 10:19 AM |
Which report will show me the SS numbers of our clients? I call myself looking thru each one, but probably missed something.
Thanks,
~~georgia |
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Re: Need report with SS numbers
Posted: 06 Jul 2010 11:09 AM |
Hi Georgia,
Are you wanting a list of all clients including their social security numbers?
Blessings,
Ashleigh |
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Re: Need report with SS numbers
Posted: 06 Jul 2010 12:18 PM |
Yes. We are having to cross check & I would like to print their name & SS# so I don't have to open each file and read it.
Thanks,
~~g. |
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Re: Need report with SS numbers
Posted: 06 Jul 2010 06:46 PM |
Hi Georgia,
Currently there is *NO* report or drill down that will provide you this information. What are you guys utilizing this information for and how will it benefit you to have a printable version?
Thank you,
Ashleigh |
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Re: Need report with SS numbers
Posted: 07 Jul 2010 09:13 AM |
It's partly year end audit, cleaning up files, etc.
Our client manager needs it on an on going basis to verify SS numbers when the client does not have her card.
Currently, we flag the file. If we have 10 to verify, I have to open each file, write down the SS#, client name and DOB. Then use my handwritten notes for the verification program.
A customized report, using the database information, would be more efficient and cut out errors in transcribing data.
I realize the reports that you have provided are probably the most popular, but being able to create my own report based on ANY of the entered fields would be awesome.
Thanks,
~~g. |
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 christij
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| Joined: 01 Mar 2009 |
| Total Posts: 69 |
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Re: Need report with SS numbers
Posted: 07 Jul 2010 09:24 AM |
Hi Georgia, Thank you for explanding on your need for a report to generate this information. I definitely can see the need. I will talk to our development department and explain that this is a high priorty to you. Thank you for your wonderful feedback.
Sincerely,
Christi J. |
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