Changes for page Assessment Aging

Last modified by karimpirani on 2014/07/11 17:13
From version Icon 29.1 Icon
edited by karimpirani
on 2014/06/26 18:05
Change comment: There is no comment for this version
To version Icon 29.2 Icon
edited by karimpirani
on 2014/06/27 13:36
Change comment: There is no comment for this version

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5 5  \\**__CREATING A NEW ASSESSMENT AGING REPORT__**
6 6  
7 7  
8 -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.
8 +~1. 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.
9 9  
10 -* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)After the pull down menu appears, select the third option marked "Reports"
11 -* (% 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 "Saved and Named Reports"
12 -* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Select the "Personal Reports" tab under Saved and Named Reports
10 +1.1 After the pull down menu appears, select the third option marked "Reports"
13 13  
12 +1.2 Of the many options available to you on the drop-down menu on the right, select the first option for "Saved and Named Reports"
13 +
14 +1.3 Select the "Personal Reports" tab under Saved and Named Reports
15 +
14 14  [[image:aa 1.PNG||width="100%"]]
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17 -Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon\\
19 +2. 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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19 19  [[image:aa 2.PNG||width="100%"]]
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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."
24 +3. A list of report options should subsequently come up.
23 23  
26 +3.1 Find the "Assessment Aging" option and select it.
27 +
28 +3.2 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."
29 +
24 24  [[image:aa 3.PNG||width="100%"]]
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28 -A new report, generically entitled Assessment Aging, should appear in your list of reports.
34 +4. A new report, generically entitled Assessment Aging, should appear in your list of reports.
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30 -Additionally, the pane to the right of your screen allowing you to input specific information about the parameters of your report should appear.
36 +4.1 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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32 32  [[image:aa 4.PNG||width="100%"]]
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35 -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
41 +5. 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
36 36  
37 37  [[image:aa 5.PNG||width="100%"]]
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40 -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
46 +6. Next, we will discuss the various parameters you can change in running your report.
41 41  
48 +6.1 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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43 -* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)"Instruments": The instrument option allows you to choose the specific assessment tool you would like the report to be run on. Upon clicking on the down arrow a list of avaialble options appear, from which you can choose your preferred instrument (e.g. "ANSA" or "CANS")
44 -* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)"Client Status": This allows you to filter out the clients you wish to be included in the report. You may choose to display only active or inactive clients, or investigate both at the same time.
45 -* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)"Day Ranges": There are four fields to complete in this section. The four different numerical values you enter will dictate the amount of time (and range of time) for which the results will be shown. For example, if you enter 0,30, 60, and 90 into the respective fields, your report will show you - in four separate columns - the number of assessments that have been completed in the last 0-30 days, 31-60 days, 61-90 days, and 91+ days.
46 -* (% 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.
47 47  
51 +* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)**"Instruments"**: The instrument option allows you to choose the specific assessment tool you would like the report to be run on. Upon clicking on the down arrow a list of avaialble options appear, from which you can choose your preferred instrument (e.g. "ANSA" or "CANS")
52 +* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)**"Client Status"**: This allows you to filter out the clients you wish to be included in the report. You may choose to display only active or inactive clients, or investigate both at the same time.
53 +* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)**"Day Ranges"**: There are four fields to complete in this section. The four different numerical values you enter will dictate the amount of time (and range of time) for which the results will be shown. For example, if you enter 0,30, 60, and 90 into the respective fields, your report will show you - in four separate columns - the number of assessments that have been completed in the last 0-30 days, 31-60 days, 61-90 days, and 91+ days.
54 +* (% 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.
55 +
48 48  (((
49 49  (% style="line-height: 20.53333282470703px;" %)[[image:aa 6.PNG||auto="margin-right:auto" block="display:block" width="30%"]]
50 50  )))
... ... @@ -96,5 +96,3 @@
96 96  * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)BOTTOM: the exact date and time your report was generated and an indication of the page you are on
97 97  * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)MIDDLE (DATA): the aggregation of your report results divided by OU or RU, depending on your previous selection. The day ranges will depend on your entry for the 4 values in the "Day Ranges" portion of the parameter.
98 98  * (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)LAST PAGE: the last page of the report will also contain a glossary of information, which might prove useful to you in understanding the importance of the time periods.
99 -
100 -