Name reports display information related to a specific name record. Depending on your permissions, name reports can be accessed in any open name session from the Reports drop-down on the top right of the session. If accessed from a name session, the name ID of the current name is passed to the report and the report lists the appropriate name information.
Tip: Depending on JustWare view customizations specified by your administrator, name reports may be included in a name session snap-in.
If you access a name report from the Name folder of the System Reports session as seen below, you must type a name ID for the report to use when getting name information to display.
Tip: The recommended method of running name reports is from the Name Reports drop-down in the name session you are viewing.
The Case Involvements report lists all cases in which a person is involved. Cases are grouped by case type. Helpful name information is included in the header of the report. The default filter criteria is to only list open cases of all case types but you can specify new criteria and rerun the report. If this report is accessed from the System Reports session, a name ID must be typed before you click View Report.
Financial Name Summary¶
The Financial Name Summary report allows users to quickly view an overview of any financial information related to a specific name record including all bond, escrow, overpay and financial obligation information. Hyperlinks to receipts that have been generated are provided. If this report is accessed from the System Reports session, a name ID must be typed before you click View Report.
The Name Accounts report lists financial account information for the current name record. Clicking on the hyperlinks reveals detailed account and transaction information within a user-specified date range as well as additional hyperlinks to each transaction in JustWare. When accessed from a System Reports session, the Name Accounts report first requires you to search by NameID or any combination of First, Middle, or Last Name. It then returns financial account information for the search-related name records.
Name Information with Mugshot¶
The Name Information with Mugshot report gives users a quick and easy reference of basic name information, contact information, and case involvements for a particular name record. If there is a mugshot in the filing cabinet of the name record, it is displayed in this report. If this report is accessed from the System Reports session, a name ID must be typed before you click View Report.
The Name Summary report lists important name information, address information, case involvements, events, and financial obligations related to a specific name record. Case involvements include helpful hyperlinks to applicable cases. Click the hyperlink to open the case record in the default view set for that Case Type in the Default View Settings.
In addition to case-specific financial obligations, an overall financial obligation summary is included.
If this report is accessed from the System Reports session, a name ID must be typed before you click View Report.
Payment Schedule Report¶
The Payment Schedule Report searches and displays payment schedule for a specific individual. Results will show when next payment is due, name ID, balance, payment history (who took payment, agency). If this report is accessed from the System Reports session, an individual's name must be typed before you click View Report.