Recovery Account Action Report

The Recovery Account Action Report provides information on recovery accounts where a program status change has occurred on an associated case.

This report should be run as needed.

*  Indicates required fields

To access this Shared Management report:

1. Select Reports from Global Navigation. The Local Navigation defaults to On Request and the Report Search page displays.

2. Select Shared Management from Task Navigation. The Report Search page displays the list of available Data View reports and a description of each report.

3. Click the Report Name hyperlink for Recovery Account Action Report. The Report Parameters page displays.

4. On the Report Parameters page, complete the parameter values as follows:

   1. Enter the Begin Date* using the <mm/dd/yyyy> format or the calendar icon.

   2. Enter the End Date* using the <mm/dd/yyyy> format or the calendar icon.

5. Select Excel from the Report Format* drop-down menu.

6. Click the OK button.
   
   NOTE: Reports can take some time to generate and do not indicate they are running after clicking the OK button.

7. A window displays when the report is generated. The user can open the report locally, save the report, or cancel the file download.