Changes for page Progression Report

Summary

• Page properties (1 modified, 0 added, 0 removed)
• Attachments (0 modified, 0 added, 1 removed)
  • new reports option - for all reports.PNG

Details

Page properties

Content

...	...	@@ -3,15 +3,17 @@
3	3	Note: This is not a progression over time directly, but a progression through the assessments.
4	4
5	5
6		-__**CREATING A NEW PROGRESSION REPORT**__
	6	+__**CREATING A PROGRESSION REPORT**__
7	7
8	8
9		-~1. To create a Progression 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"
	9	+~1. To create a Progression 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"
10	10
11		-[[image:new reports option - for all reports.PNG]]
	11	+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"
12	12
	13	+[[image:progression report - named and saved reports.PNG||width="100%"]]
13	13
14	14
	16	+
15	15	2. Select the "Personal Reports" tab under Saved and Named Reports
16	16
17	17	2.2 Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon.
...	...	@@ -47,11 +47,6 @@
47	47	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
48	48
49	49	* **"Client Status"**: you can select whether to incorporate data from only active or inactive clients, or both
50		-* **"Sliding Date Range"**: allows you to choose a "sliding range" of time (e.g. last 6 months). This is called "sliding" because it is not affiliated with particular dates and can change based on when you choose to run the report. Many options are self-explanatory, but see below for some clarifications.
51		-** "Specified Date Range" - choose this option if you would prefer to manually enter specific start and end dates (see next two parameters)
52		-** "Year to Date" - this will run a report constituting data from January 1 of the current year until the day the report is run
53		-** "Last 30 Days" - data from the last 30 calendar days will be included and tabulated
54		-** "Last Year" - this essentially means that data from the last 365 days will be taken into account. Note that this option does //not //mean the last calendar year.
55	55	* **"Start Date"**: You can choose the specific date for which you would like the report to begin giving information. The options for entry include a pop-up calendar which you can utilize by simply clicking on the small calendar icon on the right of the Start Date entry line OR you may enter the date in the space provided in MM/DD/YYYY format. NOTE: You will also see an option in this parameter for you to "Allow Run Override." This option is especially helpful if you plan on running the same style of report again at a later time with all the same parameters, but with different date ranges. Selecting the box for run override will allow you to simply enter a new start and end date when choosing to run your report instead of re-entering all the parameters.
56	56	* **"End Date"**: You can choose the specific date for which you would like the report to stop give information. The options for entry include a pop-up calendar which you can utilize by simply clicking on the small calendar icon on the right of the Start Date entry line OR you may enter the date in the space provided in MM/DD/YYYY format. NOTE: You will also see an option in this parameter for you to "Allow Run Override." This option is especially helpful if you plan on running the same style of report again at a later time with all the same parameters, but with different date ranges. Selecting the box for run override will allow you to simply enter a new start and end date when choosing to run your report instead of re-entering all the parameters.
57	57	* **"Instruments"**: The instrument option allows you to choose the specific assessment tool you would like the report to be run on. Upon clicking on the down arrow, a list of available options appear, from which you can choose your preferred instrument (e.g. "ANSA" or "CANS")

new reports option - for all reports.PNG

Author

...	...	@@ -1,1 +1,0 @@
1		-XWiki.karimpirani

Size

...	...	@@ -1,1 +1,0 @@
1		-45.9 KB

Content