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

From version Icon 23.1 Icon
edited by karimpirani
on 2014/07/10 17:53
Change comment: There is no comment for this version
To version Icon 21.1 Icon
edited by karimpirani
on 2014/07/09 18:02
Change comment: Upload new image new reports option - for all reports.PNG

Summary

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1 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.
2 2  
3 3  
4 -===== __**CREATING A NEW CLIENTS WITH NO ASSESSMENTS REPORT**__ =====
4 +__**CREATING A NEW CLIENTS WITH NO ASSESSMENTS REPORT**__
5 5  
6 +
6 6  ~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.
7 7  
8 8  1.1 After the pull down menu appears, select the third option marked "Reports"
9 9  
10 -[[image:new reports option - for all reports.PNG]]
11 +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 11  
13 +1.3 Select the "Personal Reports" tab under Saved and Named Reports
12 12  
13 -2. Select the "Personal Reports" tab under Saved and Named Reports
15 +[[image:no assessments - 1.PNG||width="100%"]]
14 14  
15 -2.1 Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon
16 16  
18 +2. Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon
19 +
17 17  [[image:no assessments - 2.PNG]]
18 18  
19 19  
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78 78  * New Saved Personal Report: allows you to create a new report (see above)
79 79  * Delete Report: allows you to delete an existing report (see above)
80 80  * Copy: allows you to copy the exact report type and its parameters for future use
81 -* Run Report: allows you to run report and print out (see above)\\
84 +* Run Report: allows you to run report and print out (see above)
82 82  
83 -(((
84 84  
85 -)))
87 +__**UNDERSTANDING YOUR REPORT**__
86 86  
87 -===== __**UNDERSTANDING YOUR REPORT**__ =====
88 88  
90 +
89 89  Next, we will look at the report itself and the information it conveys. Please see the sample report below for reference purposes.
90 90  
91 91  [[image:no assessments - report.PNG||width="100%"]]