Core Worklist Summary Report

The Worklist Summary report provides a comprehensive overview of worklists, including item counts of total accounts, accounts worked today, remaining accounts today, and remaining future accounts.

Note

While Core Reports offer commonly requested data, they are not customizable beyond their existing functionality.

Locating Worklist Summary Report

1. Go to Reports → Worklist Summary

Worklist Summary Report

The table below lists the available report, description, and how to run.

Worklist Permissions

The table below lists the permissions needed to view and run the associated reports. Refer to Finding Permissions and Permission Roles in ACE for additional details.