Changes for page Assessment Aging

Last modified by karimpirani on 2014/07/11 17:13
From version Icon 16.1 Icon
edited by karimpirani
on 2014/06/24 19:18
Change comment: There is no comment for this version
To version Icon 13.1 Icon
edited by karimpirani
on 2014/06/24 19:14
Change comment: There is no comment for this version

Summary

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4 4  
5 5  The assessment Aging report allows you to track the number of clients who have received a CANS or other assessment within a certain frame of time.
6 6  \\CREATING A NEW ASSESSMENT AGING REPORT
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9 9  To create and run an Assessment Aging report, when you first open the application, you must select the "Reports and Analytics" tab on the top menu bar.
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11 11  * (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)After the pull down menu appears, select the third option marked "Reports"
12 12  * (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Of the many options available to you on the drop-down menu on the right, select the first option for "Named and Saved Reports"
13 13  * (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Select the "Personal Reports" tab under Saved and Named Reports
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18 18  Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon\\
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22 22  A list of report options should subsequently come up. Find the "Assessment Aging" option and select it. If you are having trouble finding the report type, you can use the filter tool located at the top of the window (denoted by the gray filter icon) and simply search "assessment aging."
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28 28  A new report, generically entitled Assessment Aging, should appear in your list of reports.
29 29  
30 30  Additionally, the pane to the right of your screen allowing you to input specific information about the parameters of your report should appear.
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37 37  Initially, you can use this new pane to change the name your report from the generically-assigned "Assessment Aging," as well as provide a different or more robust description for your report
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42 42  Next, we will discuss the various parameters you can change in running your report. Note: you can choose to review each parameter individually by clicking on the down arrow next to each parameter (e.g. "Instruments") or you may alternatively elect to expand/collapse all the parameters simultaneously with the "-/+" options on the top left of the right pane
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48 48  * (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)"Organizational Units": The organizational unit represents the geographic or other division of systems. In order to select your preferred organization unit, simply click the down arrown to expand the options, and then proceed to check all the applicable boxes for all locations (e.g. "Sydney") you are interested in for your report.
49 49  
50 50  (((
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52 52  )))
53 53  
54 54  After you have made these changes and included all this new information, you should save these factors/parameters using the "Save" button (represented by the floppy disc icon) located on the top of the right pane.
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65 65  NOTE: if you want to delete the report you have created (or any report that is saved with an ID number), you can do so by selecting the report (causing it to highlight) and clicking on the "Delete Report" option represented by the red minus sign.
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71 71  __TOOLBAR OPTIONS__
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79 79  * (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Copy: allows you to copy the exact report type and its parameters for future use
80 80  * (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Run Report: allows you to run report and print out (see above)
81 81  
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82 82  Next, we will look at the report itself and the information it conveys.