Changes for page Assessment Aging
Last modified by karimpirani on 2014/07/11 17:13
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... ... @@ -9,9 +9,8 @@ 9 9 10 10 1.1 After the pull down menu appears, select the third option marked "Reports" 11 11 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 13 14 - 1.3Select the "Personal Reports" tab under Saved and Named Reports13 +2. Select the "Personal Reports" tab under Saved and Named Reports 15 15 16 16 [[image:aa 1.PNG||width="100%"]] 17 17 ... ... @@ -48,12 +48,6 @@ 48 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 49 49 50 50 51 -* **"Sliding Date Range"**: allows you to choose a "sliding range" of time (e.g. last 6 months). This is called "sliding" because it is not affiliated with particular dates and can change based on when you choose to run the report. Many options are self-explanatory, but see below for some clarifications. 52 -** "Specified Date Range" - choose this option if you would prefer to manually enter specific start and end dates (see next two parameters) 53 -** "Year to Date" - this will run a report constituting data from January 1 of the current year until the day the report is run 54 -** "Last 30 Days" - data from the last 30 calendar days will be included and tabulated 55 -** "Last Year" - this essentially means that data from the last 365 days will be taken into account. Note that this option does //not //mean the last calendar year. 56 - 57 57 * **"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 available options appear, from which you can choose your preferred instrument (e.g. "ANSA" or "CANS") 58 58 * **"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. 59 59 * **"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.