The Directory tab contains a list of reports that pertain to 13 Neos directories.
NOTE: A user must have permission to the Report Library and appropriate Directories to utilize the Directory Reports tab and reports.
Standard reports cannot be deleted, however they can be edited and saved as a new report.
Refer to Accessing Reports for additional details.
Report Name | Description |
Auxiliary Checklist Codes | Displays a list of the Auxiliary Checklist codes and specifics for selected Auxiliary Checklist titles. |
Auxiliary Checklist Titles | Displays a list of the Auxiliary Checklist titles. |
Case Types | Displays setup and user defined information for selected case types. |
Companion Groups | Displays a list of cases attached to selected Companion Groups. |
Document Titles | Displays a list of Document Titles for selected merge documents. |
Mailing Lists | Displays a list of names attached to selected Mailing Lists. |
Mini Directories | Displays a list of entries for selected Mini Directories. |
PDF Form Titles | Displays a list of PDF Form Titles for selected merge forms. |
Primary Checklist Codes | Displays a list of the Primary Checklist codes and specifics for selected case types. |
Provider Associations | Displays a list of names attached to selected Provider Association groups. |
Provider Names | Displays a list of Provider Names information using selected provider criteria. |
Settlement Memo Titles | Displays a list of Settlement Memo titles. |
Staff Directory Listing | Displays a listing of Staff in the Staff Directory. |
Staff Groups Directory | Displays a list of Staff attached to selected Staff Groups. |
User Mini Directories | Displays a list of entries for selected User Mini Directories. |