Changes for page Count Clients Report

Last modified by karimpirani on 2014/07/11 17:15
From version Icon 6.1 Icon
edited by karimpirani
on 2014/06/27 17:07
Change comment: There is no comment for this version
To version Icon 12.1 Icon
edited by karimpirani
on 2014/07/11 17:10
Change comment: There is no comment for this version

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1 1  The Count Clients Report allows you to display the number of clients in each organizational unit.
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3 3  
4 -__CREATING A COUNT CLIENTS REPORT__
4 +===== __**CREATING A COUNT CLIENTS REPORT**__ =====
5 5  
6 6  ~1. To create a Count Clients report, when you first open the application, you must select the "Reports and Analytics" tab on the top menu bar.After the pull down menu appears, select the third option marked "Reports"
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8 -1.1 Of the many options available to you on the drop-down menu on the right, select the first option for "Saved and Named Reports"
8 +[[image:new reports option - for all reports.PNG]]
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10 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/Progression+Report/progression%20report%20-%20named%20and%20saved%20reports.PNG||alt="progression report - named and saved reports.PNG" width="100%"]]
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12 12  2. Select the "Personal Reports" tab under Saved and Named Reports
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14 14  2.2 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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57 57  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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60 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/Assessment+Aging/aa%207.PNG||alt="aa 7.PNG"]]
58 +[[image:new toolbar for all reports.PNG]]
61 61  
62 62  __8. TOOLBAR OPTIONS__
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67 67  * New Saved Personal Report: allows you to create a new report (see above)
68 68  * Delete Report: allows you to delete an existing report (see above)
69 69  * Copy: allows you to copy the exact report type and its parameters for future use
70 -* Run Report: allows you to run report and print out (see above)
68 +* Run Report: allows you to run report and print out (see above) and gives you options for immediate generation or email delivery
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70 +(((
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73 -**__UNDERSTANDING YOUR COUNT CLIENTS REPORT__**
72 +)))
74 74  
74 +===== **__UNDERSTANDING YOUR COUNT CLIENTS REPORT__** =====
75 +
75 75  Next, we will look at the report itself and the information it conveys. Please see the sample report below for reference.
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77 -[[image:client counts - 4.PNG]]
78 +[[image:client counts - 4.PNG||width="100%"]]
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79 79  
80 80  The Count Clients report, as seen above, is extremely simple and straightforward. Its main goal is to display for you the number of clients that are in your various organization units. As such, those are the only two main matters of concern for us.
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