On 08/17/2011 02:23 PM, Jarvis, Matthew wrote:
>>>> Michael:  I though of that, but there are 750 clients and when you
> are
>>>> on the phone, you don't know what company or plan they are on.  We
> want
>>>> to find a name if a 750 client list in the report.
>
> I must be missing something here...
>
> Why read from a 50 page report for one item - why not have your report
> interface pull up the report for that one item only?
>
> Also reduces the risk of sitting there w/ a massive report in front of
> you and reading off the wrong data to someone because you are lost in a
> sea of data...
>
>
> Thanks,
>
> Matthew Jarvis || Business Systems Analyst
> IT Department
> McKenzie-Willamette Medical Center
> 1460 G Street, Springfield, OR  97477 || Ph: 541-744-6092 || Fax:
> 541-744-6145
>

Matthew:  You would have to see the way they use the report to fully 
understand the way it is.  It is an insurance agent representing 750 
clients with about 20 different companies on about 80 different plans.  
They use the report to reconcile monthly payments from the insurance 
company so they are only looking at totals and look at the detail if 
there are any differences.

Occasionally they want to look at one client's commissions and that is 
the basis for this request.

HTH

Jeff

---------------

Jeff Johnson
[email protected]
(623) 582-0323

www.san-dc.com



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