Changes for page Clients with No Assessments Report
Last modified by karimpirani on 2014/07/11 17:13
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... ... @@ -4,29 +4,3 @@ 4 4 __**CREATING A NEW CWNA REPORT**__ 5 5 6 6 7 - 8 - 9 -To create and run an Assessment Aging report, when you first open the application, you must select the "Reports and Analytics" tab on the top menu bar. 10 - 11 -* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)After the pull down menu appears, select the third option marked "Reports" 12 -* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Of the many options available to you on the drop-down menu on the right, select the first option for "Named and Saved Reports" 13 -* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Select the "Personal Reports" tab under Saved and Named Reports 14 - 15 -[[image:aa 1.PNG||width="100%"]] 16 - 17 - 18 -Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon\\ 19 - 20 -[[image:aa 2.PNG||width="100%"]] 21 - 22 - 23 -A list of report options should subsequently come up. Find the "Assessment Aging" 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 "assessment aging." 24 - 25 -[[image:aa 3.PNG||width="100%"]] 26 - 27 - 28 -A new report, generically entitled Assessment Aging, should appear in your list of reports. 29 - 30 -Additionally, the pane to the right of your screen allowing you to input specific information about the parameters of your report should appear. 31 - 32 -[[image:aa 4.PNG||width="100%"]]
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