Generate an Entity Status Report

The Entity Status report in Fairways Debt groups the entities by entity status and verifies if the associated organization has active users or not.

Note: Only account administrators and consultants can generate entity status reports.

 

Navigate to the Account Administration
  1. Log in to your Fairways Debt account, e.g. https://login.financeactive.com/eu.
  2. Select a customer account.
  3. Click Applications > Account Administration.

 

Generate an Entity Status Report
  1. Navigate to Reporting > Entity Status.
  2. Click Generate beside the relevant table to export the data in Excel.

Field

Description

Active entities associated with an organization using the full version of the platform

Active entities that belong to at least one organization using the full version of the platform, with at least one active user.

Active entities associated with an organization using the portal version of the platform

Active entities that belong to at least one organization using the portal version of the platform. One of the organizations has at least one active user.

Active entities only visible to account administrators

Active entities that do not belong to any organization or active entities that belong to an organization with no active users.

Inactive entities

Entities with the inactive status.

Administration_Reporting_Entity_EN.png

The Entity Status report displays in an Excel file.

EntityStatusReport_EN.png

EntityStatusReport_2_EN.png

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