Last modified by karimpirani on 2014/07/11 17:13
From version Icon 17.2 Icon
edited by karimpirani
on 2014/06/27 13:42
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To version Icon 22.1 Icon
edited by karimpirani
on 2014/07/09 18:05
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Summary

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1 -A "Clients with No Assessments" Report (CWNA report) allows you to evaluate the number of clients who do not have an assessment and thus still need their first assessment (e.g. CANS) assigned to them.
1 +A "Clients with No Assessments" Report allows you to evaluate the number of clients who do not have an assessment and thus still need their first assessment (e.g. CANS) assigned to them.
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3 3  
4 -__**CREATING A NEW CWNA REPORT**__
4 +__**CREATING A NEW CLIENTS WITH NO ASSESSMENTS REPORT**__
5 5  
6 6  
7 7  ~1. To create and run a Client with No Assessments report, when you first open the application, you must select the "Reports and Analytics" tab on the top menu bar.
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9 -(% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)1.1 After the pull down menu appears, select the third option marked "Reports"
9 +1.1 After the pull down menu appears, select the third option marked "Reports"
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11 -(% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)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"
11 +[[image:new reports option - for all reports.PNG]]
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13 -(% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)1.3 Select the "Personal Reports" tab under Saved and Named Reports
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15 -[[image:no assessments - 1.PNG||width="100%"]]
14 +2. Select the "Personal Reports" tab under Saved and Named Reports
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16 +2.1 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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18 -2. Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon
19 -
20 20  [[image:no assessments - 2.PNG]]
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73 73  
74 74  
75 75  
76 -__TOOLBAR OPTIONS__
74 +__8. TOOLBAR OPTIONS__
77 77  
78 78  * Refresh: allows you to check for any new or updated reports
79 79  * Open Selected: opens up the information and parameters for the selected report
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81 81  * New Saved Personal Report: allows you to create a new report (see above)
82 82  * Delete Report: allows you to delete an existing report (see above)
83 83  * Copy: allows you to copy the exact report type and its parameters for future use
84 -* Run Report: allows you to run report and print out (see above)
82 +* Run Report: allows you to run report and print out (see above)\\
85 85  
86 -Next, we will look at the report itself and the information it conveys.
84 +(((
87 87  
86 +)))
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89 -
90 90  __**UNDERSTANDING YOUR REPORT**__
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92 92  
93 -
94 94  Next, we will look at the report itself and the information it conveys. Please see the sample report below for reference purposes.
95 95  
96 96  [[image:no assessments - report.PNG||width="100%"]]
Icon new reports option - for all reports.PNG
Author
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1 +XWiki.karimpirani
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