Last modified by karimpirani on 2014/07/11 17:13
From version Icon 24.1 Icon
edited by karimpirani
on 2014/07/11 17:07
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edited by karimpirani
on 2014/06/26 18:55
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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.
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.
2 2  
3 3  
4 -===== __**CREATING A NEW CLIENTS WITH NO ASSESSMENTS REPORT**__ =====
4 +__**CREATING A NEW CWNA REPORT**__
5 5  
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 -1.1 After the pull down menu appears, select the third option marked "Reports"
7 +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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10 -[[image:new reports option - for all reports.PNG]]
9 +* After the pull down menu appears, select the third option marked "Reports"
10 +* 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 +* Select the "Personal Reports" tab under Saved and Named Reports
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13 +[[image:no assessments - 1.PNG||width="100%"]]
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13 -2. Select the "Personal Reports" tab under Saved and Named Reports
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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 +Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon
16 16  
17 17  [[image:no assessments - 2.PNG]]
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19 19  
20 -3. A list of report options should subsequently come up.
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."
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22 -3.1 Find the "Clients with no Assessments" option and select it.
23 -
24 -3.2 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."
25 -
26 26  [[image:no assessments - 3.PNG||style="width: 30%; margin-right: auto; margin-left: auto; display: block;"]]
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28 28  
29 -4. A new report, generically entitled Client with No Assessments, should appear in your list of reports.
26 +A new report, generically entitled Client with No Assessments, should appear in your list of reports.
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31 -4.1 Additionally, the pane to the right of your screen allowing you to input specific information about the parameters of your report should appear.
28 +Additionally, the pane to the right of your screen allowing you to input specific information about the parameters of your report should appear.
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33 33  [[image:no assessments - 4.PNG||style="width: 30%; margin-right: auto; margin-left: auto; display: block;"]]
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36 36  
37 -5. 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
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
38 38  
39 39  [[image:no assessments - 5.PNG||style="width: 30%; margin-right: auto; margin-left: auto; display: block;"]]
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42 42  
43 -6. Next, we will discuss the various parameters you can change in running your report.
40 +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. "Instruments") or you may alternatively elect to expand/collapse all the parameters simultaneously with the "-/+" options on the top left of the right pane
44 44  
45 -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
46 -
47 47  * **"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")
48 48  * **"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.
49 49  * And, //EITHER //**"Organizational Units"**: The organizational unit represents the geographic or other division of systems. In order to select your preferred organization unit, simply click the down arrow to expand the options, and then proceed to check all the applicable boxes for all locations (e.g. "Sydney") you are interested in for your report.
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58 58  
59 -7. After you have made these changes and included all this new information, you should save these parameter inputs using the "Save" button (represented by the floppy disc icon) located on the top of the right pane.
54 +After you have made these changes and included all this new information, you should save these parameter inputs using the "Save" button (represented by the floppy disc icon) located on the top of the right pane. Hitting the save button should update the report displayed on the left pane and also provide that report with a unique ID Number (which should be listed in the far left column of the left pane).
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61 -7.1 Hitting the save button should update the report displayed on the left pane and also provide that report with a unique ID Number (which should be listed in the far left column of the left pane).
56 +Congratulations, your report is now ready to run! To do this, you can select your new report and select the "Run Report" option on the above bar of options
62 62  
63 -7.2 Congratulations, your report is now ready to run! To do this, you can select your new report and select the "Run Report" option on the above bar of options
64 64  
65 -
66 66  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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68 68  
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72 72  
73 -__8. TOOLBAR OPTIONS__
66 +__TOOLBAR OPTIONS__
74 74  
75 75  * Refresh: allows you to check for any new or updated reports
76 76  * Open Selected: opens up the information and parameters for the selected report
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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)\\
74 +* Run Report: allows you to run report and print out (see above)
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83 -(((
76 +Next, we will look at the report itself and the information it conveys.
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85 -)))
86 86  
87 -===== __**UNDERSTANDING YOUR REPORT**__ =====
88 88  
80 +__**UNDERSTANDING YOUR REPORT**__
81 +
82 +
83 +
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%"]]
Icon new reports option - for all reports.PNG
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