Count Clients Report

The Count Clients Report allows you to display the number of clients in each organizational unit.

CREATING A COUNT CLIENTS REPORT

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"

2. Select the "Personal Reports" tab under Saved and Named Reports

2.2 Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon.

2.3 NOTE: If you simply plan on working with an existing Count Clients report, you may use the steps outlined above but now proceed to use one of the many menu options located on the top row of the left pane. These options include the ability to filter your reports by name, copy, delete, and re-run them

3. A list of report options should subsequently come up.

3.1 Proceed to the middle of page 1 of this list (by scrolling down) to select Count Clients by OU.

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."

4. A new report, generically entitled Count Clients by OU, should appear in your list of report.

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.

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.

5. Next, we will discuss the various parameters you can change in running your report.

5.1 Note: you can choose to review each parameter individually by clicking on the down arrow next to each parameter (e.g. "Start Date") or you may alternatively elect to expand/collapse all the parameters simultaneously with the "-/+" options on the top left of the right pane  

• "Client Status": This allows you to filter out the clients you wish to be included in the report. You may choose to display only active or inactive clients, or investigate both at the same time.
• And, EITHER "Organizational Units": The organizational unit represents the geographic or other division of systems. In order to select your preferred organization unit, simply click the down arrow to expand the options, and then proceed to check all the applicable boxes for all locations (e.g. "Sydney") you are interested in for your report.
• 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.

NOTE: you will only be able to use one of the above (OU and RU) as parameters.

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.

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).

7.2 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

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.

8. TOOLBAR OPTIONS

• Refresh: allows you to check for any new or updated reports
• Open Selected: opens up the information and parameters for the selected report
• Show Filter: allows you to filter your reports by name
• New Saved Personal Report: allows you to create a new report (see above)
• Delete Report: allows you to delete an existing report (see above)
• Copy: allows you to copy the exact report type and its parameters for future use
• Run Report: allows you to run report and print out (see above)

UNDERSTANDING YOUR COUNT CLIENTS REPORT

Next, we will look at the report itself and the information it conveys. Please see the sample report below for reference.

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.

• The top of the report features the title
• The bottom of the report bears a time stamp of the exact date and time your report was generated
• 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