The Advanced Clearance Report - Transferred In provides a listing of all members that have been added to your database through a Clearance. This report will show you:
- Member ID (if applicable)
- Member Name
- Created Date (the date that they were first cleared into your organisation)
- Email Address
- The Leaving Org and Receiving Org
- A Description of the clearance (if added)
- The Clearance Status
To run an Advanced Clearance Report - Transferred In:
1. On the left-hand menu, click REPORTS
2. Click the TABULAR REPORTS tab
3. Find the Advanced Clearance Report - Transferred In, and click VIEW REPORT.
4. The report will then display as below:
You can use the filters to adjust the report to get the specific information that you need.
- Leaving Org: This is the list of organisations that members have been transferred from.
- Receiving Org: This is the organisation that the members have been transferred into. If you are at a higher level of hierarchy, you may be able to see different organisations in your listing.
- Creation Date: This is the date that the clearances were created.