Advanced Clearance Report - Transferred In

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 a hierarchy, you may be able to see different organisations in your listing.
  • Creation Date: This is the date that the date clearances were created.