Use the Unpaid Citations Report (OpsMan Web)

Modified on Wed, 18 Jan, 2023 at 2:51 PM

Overview 

Keeping track of unpaid citations provides useful insight into compliance. You can utilize both the Unpaid Citations report and the Paid Citations report to calculate the percentage of citations paid and/or unpaid. In the unpaid citations report you can filter to see how many unpaid citations exist, the total dollar amount outstanding, etc.

Instructions

  1. In OpsMan, navigate to the Reports > Ticketing > Unpaid Citations tab. Filter by the zone(s), date range, etc. on the left. Once your filters are submitted, view the summary and details on the right. You can also download the report for further details.
  2. Available Fields
  3. Number of unpaid citations. The total number of individual unpaid citations for the filters selected.
    • Total amount. The total dollar amount outstanding from the unpaid citations.
      • The total amount = total fee + total admin fee + total fee schedule +/- total adjustments.
    • Total fee. The total sum of the base amount of the citations (not including the escalation fees).
    • Total admin fee. Only relevant if you include an admin fee on your citations.
    • Total fee schedule. The sum of all escalations for the selected citations.
    • Total adjustment. The amount that was manually adjusted (reflect both discounts and escalations).

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