Changes for page Count Clients Report

Last modified by karimpirani on 2014/07/11 17:15

From version Icon 8.1 Icon
edited by karimpirani
on 2014/07/09 20:51
Change comment: Upload new image new reports option - for all reports.PNG
To version Icon 9.1 Icon
edited by karimpirani
on 2014/07/09 20:51
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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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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69 69  * Copy: allows you to copy the exact report type and its parameters for future use
70 70  * Run Report: allows you to run report and print out (see above)
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73 73  **__UNDERSTANDING YOUR COUNT CLIENTS REPORT__**
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75 75  Next, we will look at the report itself and the information it conveys. Please see the sample report below for reference.