Changes for page Assessment Aging

Last modified by karimpirani on 2014/07/11 17:13
From version Icon 3.1 Icon
edited by karimpirani
on 2014/06/24 18:45
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To version Icon 5.1 Icon
edited by karimpirani
on 2014/06/24 19:02
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11 11  Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon
12 12  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."
13 13  A new report, generically entitled Assessment Aging, should appear in your list of reports.
14 -Additionally, the pane to the right of your screen allowing you to input specifc information about the parameters of your report should appear.
14 +Additionally, the pane to the right of your screen allowing you to input specific information about the parameters of your report should appear.
15 15  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
16 -\\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. "Start Date") or you may alternatively elect to expand/collapse all the paramaters simultaneously with the "-/+" options on the top left of the right pane
16 +\\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. "Start Date") or you may alternatively elect to expand/collapse all the parameters simultaneously with the "-/+" options on the top left of the right pane
17 17  "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")
18 18  "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.
19 19  "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.
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23 23  Congratulations, your report is now ready to run!
24 24  To do this, you can select your new report and select the "Run Report" option on the above bar of options.
25 25  \\Note: a new window entitled "Parameter" may open. Simply review your parameters for accuracy and then click on the "OK" button to proceed.
26 -\\Ultimately, When you run your report (by clicking on the "Run Report" button and hitting "OK"), your new Assessment Aging report should open in a new tab on your computer.
26 +\\Ultimately, when you run your report (by clicking on the "Run Report" button and hitting "OK"), your new Assessment Aging report should open in a new tab on your computer.
27 27  If you would prefer a paper copy of the report, you can easily obtain one by choosing the "Print Report" option (represented by a printer) in the menu bar towards the top of the screen. There are also options in this space for you to Export the Data from this report or Save the Report (as a PDF, for example) to your computer.
28 -\\Next, we will look at the report itself and the information it conveys.
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29 +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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32 +Next, we will look at the report itself and the information it conveys.
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