Changes for page Tickler Report

Last modified by karimpirani on 2014/07/11 17:12

From version Icon 12.1 Icon
edited by karimpirani
on 2014/06/24 18:16
Change comment: There is no comment for this version
To version Icon 14.1 Icon
edited by karimpirani
on 2014/06/24 18:53
Change comment: There is no comment for this version

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16 16  Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon. (NOTE: If you simply plan on working with an existing Tickler 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).
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18 18  [[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%203.PNG||alt="tickler 3.PNG" width="100%"]]
19 -\\A list of report options should subsequently come up. Proceed to page 2 of this list (by clicking the "next page" arrow towards the bottom of the window") to select Tickler Report
19 +\\A list of report options should subsequently come up. Proceed to page 2 of this list (by clicking the "next page" arrow towards the bottom of the window") to select Tickler Report. 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 "tickler."
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21 21  [[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%204.PNG||alt="tickler 4.PNG" width="100%"]]
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53 53  When you run your report (by clicking on the "Run Report" button), your new Tickler report should open in a new tab on your computer.
54 54  Note: your report will vary in length depending on what organizational unit you chose, as well as how many sub-groups were part of the larger unit.
55 55  If you would prefer a paper copy of the report, you can easily obtain one by choosing the "Print Report" option (represented by the printer icon) in the menu bar towards the top of the screen. There are also options in this space for you to Export the Data from this report or Save the Report (as a PDF, for example) to your computer.
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58 +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.
56 56  \\Next, we will look at the report itself and the information it conveys.
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