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 5.1 Icon
edited by karimpirani
on 2014/06/27 17:04
Change comment: Upload new image client counts - 4.PNG

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23 23  
24 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 "count clients."
25 25  
26 -[[image:client counts - 1.PNG]]
26 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/Progression+Report/progression%20report%20-%20choose%20progression.PNG||alt="progression report - choose progression.PNG" width="30%"]]
27 27  
28 -4. A new report, generically entitled Count Clients by OU, should appear in your list of report.
28 +4. A new report, generically entitled Count Clients by OU , should appear in your list of report.
29 29  
30 30  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.
31 31  
32 32  4.2 Initially, you can use this new pane to change the name your report from the generically-assigned "Count Clients by OU," as well as provide a different or more robust description for your report.
33 33  
34 -[[image:client counts - 2.PNG]]
34 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/Progression+Report/progression%20report%20-%20renaming.PNG||alt="progression report - renaming.PNG" width="30%"]]
35 35  
36 36  5. Next, we will discuss the various parameters you can change in running your report.
37 37  
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44 44  NOTE: you will only be able to use one of the above (OU and RU) as parameters.
45 45  
46 46  
47 -[[image:client counts - 3.PNG]]
48 48  
49 -
50 -
51 51  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.
52 52  
53 53  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).
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70 70  * Run Report: allows you to run report and print out (see above)
71 71  
72 72  
73 -**__UNDERSTANDING YOUR COUNT CLIENTS REPORT__**
74 -
75 -Next, we will look at the report itself and the information it conveys. Please see the sample report below for reference.
76 -
77 -[[image:client counts - 4.PNG]]
78 -
79 -
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.
81 -
82 -
83 -* The top of the report features the title
84 -* The bottom of the report bears a time stamp of the exact date and time your report was generated
85 -* The data is fairly simple, with each row representing a region and the overall data being separated into 2 columns: the OUs and the Number of Clients in those OUs