Last modified by karimpirani on 2014/07/11 17:13
From version Icon 25.1 Icon
edited by karimpirani
on 2014/07/11 17:07
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To version Icon 22.1 Icon
edited by karimpirani
on 2014/07/09 18:05
Change comment: There is no comment for this version

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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"
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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.
67 67  
68 68  
69 -[[image:new toolbar for all reports.PNG]]
70 +[[image:Assessment Aging@aa 7.PNG]]
70 70  
71 71  
73 +
72 72  __8. TOOLBAR OPTIONS__
73 73  
74 74  * Refresh: allows you to check for any new or updated reports
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77 77  * New Saved Personal Report: allows you to create a new report (see above)
78 78  * Delete Report: allows you to delete an existing report (see above)
79 79  * Copy: allows you to copy the exact report type and its parameters for future use
80 -* Run Report: allows you to run report and print out (see above) and gives you options for immediate generation or email delivery\\
82 +* Run Report: allows you to run report and print out (see above)\\
81 81  
82 82  (((
83 83  
84 84  )))
85 85  
86 -===== __**UNDERSTANDING YOUR REPORT**__ =====
88 +__**UNDERSTANDING YOUR REPORT**__
87 87  
90 +
88 88  Next, we will look at the report itself and the information it conveys. Please see the sample report below for reference purposes.
89 89  
90 90  [[image:no assessments - report.PNG||width="100%"]]
Icon new toolbar for all reports.PNG
Author
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1 -XWiki.karimpirani
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1 -9.4 KB
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