| Doc. Number | Article Title | Effective Date | Version |
| FHC-XX | Advance Report | February 17, 2025 |
0.1 |
This article was developed to describe the Advances Report, available from the Advances Tab within the Forth CRM.
Go to the Advances Tab and then click the "Advance Report" button as shown in the image below.
Using Advance Reports
- Metric 1 & 2: Here you can select specific metrics to report on. These metrics appear in the first two columns of the advance report after you click Filter.
- Status: Filter the report by specific advance statuses.
- Advance Type: You can filter by specific advance payment types.
- Date Format: Here, you can select either 'Monthly' or 'Yearly,' and this controls how the information is displayed in the report after you filter.
- Export CSV: Click here to download the data into a CSV spreadsheet.
Article Version History:
| Version | Effective Date | Description |
| Basic | 01/22/2019 | Initial Release |
| 0.1 | 02/17/2025 | I refreshed the second screenshot and added the document header and version control footer. |