Several clients have asked for guidelines to make the most of using eGreenies REPORTS. The following is a preferred method for finding all of the records you need from your completed eGreenies Preliminary Notices, Lien Notices, or other Notices.

1. Log into eGreenies using your account number and password.
2. At the Search Screen click on the “CLEAR” button (this sets the eGreenies database in a open state and prepares for a clean search).
3. Next, enter your 5-digit account number in the CRM Lien Services Account Number field * on the Search Screen. (This instructs the search engine to perform the search using unique information. Your account number can only be found in your records. Therefore, only your records will be found.)
4. Select the “FIND” button.
5. When the find is completed you should be able to see the total records found in the “Total Records Found” field.
6. If the total is more than 1 record, select the “REPORT” button from the Search Screen.
7. The program will display the Report Screen and show a single line entry for each record found.
8. Click the HEADER TITLE for any column to sort your records in descending order, by that field. i.e. Date, Document Type, etc.
9. When you have your records in the order you prefer, select the “Print” option from your BROWSER to print the report being viewed on your screen.
10. When finished, select the “RETURN” button, then select the “QUIT” button from the Search Screen.

* You may also use more selective information when executing the find option in #3. However, using criteria such as your customer’s name may compromise the search because other eGreenies users may have customers with similar names and the program will disallow display of any records, which are not exclusive to your account.

The best way to narrow the scope of your REPORT is to use your 5-digit CRM Lien Services Account Number and a “Date or Date Range” (that you know will include the specific records on which you want to base the report).

For example:  9/1/2011…10/15/2011 plus your 5-digit CRM Lien Services Account Number will retrieve all documents (Preliminary Notices, Mechanics Liens, Bond Claims, etc.) served for you during that period.

Once the search is executed, select any HEADER title, which will combine the records you want to isolate. Example: if you are looking to drill down the report to find all projects for a client, select the “CUSTOMER” title and the found records will be sorted by Customer Name.