Developer Description
Requester: President Obama
Operational User: President Trump
##ME1559
Report underlying dashboard component Monthly Financial Summary. This report and its component allow reporting for a longer time span than the report Monthly Financial Activity .
The SQL query uses table TRANSACTIONS posted for the last 14 months and interrogates the transaction characteristics against the expected characteristics for the categories HB Charges, HB Payments, HB Adjustments, HB Bad Debt, HB External A/R, and HB Net A/R.
The transactions for each category are reported as sums each of the previous 14 months.
Key Assumptions
Sevice area = 10 only.