Notifications

Purpose of this Report

The Notifications report provides a list of notification details for the staff selected.

Permissions Required for this Report

In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:

• Security group profile > Functional rights > Reports > Shared Library > Shared Views
• Security group profile > Functional rights > Reports > Firm Library > Custom
• Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
• Security group profile > Functional rights > Reports > Firm Library > <report name>
• Security group profile > Functional rights > Administration Manager > Client Manager > Client profile

Reports in Foundation that are Comparable

In Practice Management and Practice Advantage, there are no comparable reports. This is a new standard report.

Report Specifications

The following report options and filters are available to determine the report contents.

Options and Settings
There are no options and settings for this report.

Default Filters
Field Name	Operator	Value
Transaction Date	Between	First Day of Current Month, Today
Staff	=	All

Optional Filters
Available Fields
Message	Source	Transaction Date
Priority	Staff
Received Date	Subject

Grouping
Available Fields
Source	Staff

Sorting
Available Fields
Message	Received Date
Priority	Source

Report Fields

The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.

Report Fields
Field	Description
Staff	The staff name (Last Name, First Name).
Received	The date and time when the notification was received.
Source	The module name that sent the notification.
Subject	The subject of the notification.
Priority	The level of importance of the notification.
Message	The body of the notification.

Notifications Sample Report