Trust Health Check
Did you know you can run a Health Check report on each individual trust, and across your entire database?
The Trust Health Check is a very useful overview report that is just like running 11 separate reports all at once. The report highlights information on overdue gifting and loans, outstanding tasks, missing IRD numbers, overdue AML checks and more.
Health Check is 11 reports in one
Click on Health Check from the Trust screen
Run the report for your entire database
Select a particular manager and select the issues to check for. Select Check Trust to get into the detail.