Changes for page RCI by OU

Summary

• Page properties (1 modified, 0 added, 0 removed)

Details

Page properties

Content

...	...	@@ -35,23 +35,23 @@
35	35
36	36	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
37	37
38		-* **"Client Status"**: you can select whether to incorporate data from only active or inactive clients, or both
39		-* **"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.
	38	+* "Client Status": you can select whether to incorporate data from only active or inactive clients, or both
	39	+* "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.
40	40	** "Specified Date Range" - choose this option if you would prefer to manually enter specific start and end dates (see next two parameters)
41	41	** "Year to Date" - this will run a report constituting data from January 1 of the current year until the day the report is run
42	42	** "Last 30 Days" - data from the last 30 calendar days will be included and tabulated
43	43	** "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.
44		-* **"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.
45		-* **"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.
46		-* **"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")
47		-* **"Assessment Domain(s)"**: you can elect to choose which domains from the assessment you are working with you would like to include in the report (e.g. "Culture")
48		-* **"From Assessment type"**: select which assessment you want to include in the report as your "point A"; note that these options are divide based on the juncture of the assessment and will form the basis of comparison with the "to assessment type"
49		-* **"To Assessment type"**: select which assessment you want to include in the report as your "point B"; note that these options are divide based on the juncture of the assessment and will form the basis of comparison with the "from assessment type"
50		-* **"Assessment Status(es)"**: decide what sorts of assessments you would like included in the report (e.g. only ones marked "approved")
51		-* **"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.
52		-* **"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.
53		-* **"Gender"**: allows you to choose a specific gender to analyze in your report (e.g. "male" or "female")
54		-* **"Age Ranges"**: allows you to select which group of people, based on age, to include in your data
	44	+* "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.
	45	+* "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.
	46	+* "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")
	47	+* "Assessment Domain(s)": you can elect to choose which domains from the assessment you are working with you would like to include in the report (e.g. "Culture")
	48	+* "From Assessment type": select which assessment you want to include in the report as your "point A"; note that these options are divide based on the juncture of the assessment and will form the basis of comparison with the "to assessment type"
	49	+* "To Assessment type": select which assessment you want to include in the report as your "point B"; note that these options are divide based on the juncture of the assessment and will form the basis of comparison with the "from assessment type"
	50	+* "Assessment Status(es)": decide what sorts of assessments you would like included in the report (e.g. only ones marked "approved")
	51	+* "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.
	52	+* "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.
	53	+* "Gender": allows you to choose a specific gender to analyze in your report (e.g. "male" or "female")
	54	+* "Age Ranges": allows you to select which group of people, based on age, to include in your data
55	55
56	56	[[image:RCI BY OU - PARAMETERS.PNG]]
57	57
...	...	@@ -84,11 +84,3 @@
84	84	* Delete Report: allows you to delete an existing report (see above)
85	85	* Copy: allows you to copy the exact report type and its parameters for future use
86	86	* Run Report: allows you to run report and print out (see above)
87		-
88		-(((
89		-
90		-)))
91		-
92		-(((
93		-===== (% style="line-height: 19.600000381469727px;" %)**__UNDERSTANDING YOUR RCI BY OU REPORT__**(%%) =====
94		-)))