Changes for page Clients with No Assessments Report

Summary

• Page properties (1 modified, 0 added, 0 removed)

Details

Page properties

Content

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10	10	* (% 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 "Saved and Named Reports"
11	11	* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Select the "Personal Reports" tab under Saved and Named Reports
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13		-[[image:no assessments - 1.PNG]]
	13	+[[image:no assessments - 1.PNG||width="100%"]]
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16	16	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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21	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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23		-[[image:no assessments - 3.PNG]]
	23	+[[image:no assessments - 3.PNG||style="width: 80%; margin-right: auto; margin-left: auto; display: block;"]]
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26	26	A new report, generically entitled Client with No Assessments, should appear in your list of reports.
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28	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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30		-[[image:no assessments - 4.PNG]]
	30	+[[image:no assessments - 4.PNG||style="width: 80%; margin-right: auto; margin-left: auto; display: block;"]]
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34		-Initially, you can use this new pane to change the name your report from the generically-assigned "Assessment Aging," 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
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36		-[[image:no assessments - 5.PNG]]
	36	+[[image:no assessments - 5.PNG||style="width: 80%; margin-right: auto; margin-left: auto; display: block;"]]
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45	45	* //OR //**"Reporting Units"**: The reporting unit represents the classification of clients based on various factors through the system of tagging. You can select all reporting units of interest by checking all appropriate boxes (and sub-boxes) you want your report to incorporate. Note: this is an optional parameter (the only one), and you may leave this blank and still generate a report.
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47	47	(((
48		-NOTE: you will only be able to use one of the above (OU and RU) as parameters.[[image:no assessments - 6.PNG]]
	48	+NOTE: you will only be able to use one of the above (OU and RU) as parameters.
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	50	+[[image:no assessments - 6.PNG||style="width: 80%; margin-right: auto; margin-left: auto; display: block;"]]
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52	52	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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54	54	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