Last modified by karimpirani on 2014/07/11 17:13

From version Icon 11.1 Icon
edited by karimpirani
on 2014/06/26 17:12
Change comment: Upload new image no assessments - report.PNG
To version Icon 15.1 Icon
edited by karimpirani
on 2014/06/26 18:01
Change comment: There is no comment for this version

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20 20  
21 21  A list of report options should subsequently come up. Find the "Clients with no Assessments" 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 "clients with no assessments."
22 22  
23 -[[image:no assessments - 3.PNG||style="width: 80%; margin-right: auto; margin-left: auto; display: block;"]]
23 +[[image:no assessments - 3.PNG||style="width: 30%; margin-right: auto; margin-left: auto; display: block;"]]
24 24  
25 25  
26 26  A new report, generically entitled Client with No Assessments, should appear in your list of reports.
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27 27  
28 28  Additionally, the pane to the right of your screen allowing you to input specific information about the parameters of your report should appear.
29 29  
30 -[[image:no assessments - 4.PNG||style="width: 80%; margin-right: auto; margin-left: auto; display: block;"]]
30 +[[image:no assessments - 4.PNG||style="width: 30%; margin-right: auto; margin-left: auto; display: block;"]]
31 31  
32 32  
33 33  
34 34  Initially, you can use this new pane to change the name your report from the generically-assigned "Client with no Assessments," as well as provide a different or more robust description for your report
35 35  
36 -[[image:no assessments - 5.PNG||style="width: 80%; margin-right: auto; margin-left: auto; display: block;"]]
36 +[[image:no assessments - 5.PNG||style="width: 30%; margin-right: auto; margin-left: auto; display: block;"]]
37 37  
38 38  
39 39  
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47 47  (((
48 48  NOTE: you will only be able to use one of the above (OU and RU) as parameters.
49 49  
50 -[[image:no assessments - 6.PNG||style="width: 80%; margin-right: auto; margin-left: auto; display: block;"]]
50 +[[image:no assessments - 6.PNG||style="width: 50%; margin-right: auto; margin-left: auto; display: block;"]]
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74 74  * Run Report: allows you to run report and print out (see above)
75 75  
76 76  Next, we will look at the report itself and the information it conveys.
77 -)))
78 78  
78 +
79 +
80 +__**UNDERSTANDING YOUR REPORT**__
81 +
82 +
83 +
84 +Next, we will look at the report itself and the information it conveys. Please see the sample report below for reference purposes.
85 +
86 +[[image:no assessments - report.PNG||width="100%"]]
87 +
88 +
89 +Remember, the top menu bar allows you to preform several different actions with the data of the report, including printing a paper copy if you prefer, as well as transferring all data to an Excel file.
90 +
91 +
92 +As for the information in the report itself, a breakdown follows:
93 +
94 +* TOP: title of the report
95 +* BOTTOM: the exact date and time your report was generated and an indication of the page you are on
96 +* MIDDLE (DATA): the aggregation of your report results divided by OU or RU, depending on your previous selection. There will be three columns in the report to distinguish between assessed clients, not-assessed clients, and the total number of clients. Each row represents a possible classification or categorization of individuals, something which will depend on how you choose to set your system up (i.e. your selection of OUs and RUs). The data will be presented both in terms of exact quantity and as a percentage of the whole.
97 +)))