Changes for page Tickler Report

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Author

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1		-XWiki.karimpirani
	1	+XWiki.dbonicelli

Content

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14	14	[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%202.PNG||alt="tickler 2.PNG" width="100%"]]
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16	16	Select the "Personal Reports" tab under Saved and Named Reports
17	17	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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36	36	Next, we will discuss the various parameters you can change in running your report. 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
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39		-* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)**"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.
40		-* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)**"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.
41		-* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)**"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")
42		-* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)**"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.
43		-* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)**"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.
	40	+* **"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.
	41	+* **"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.
	42	+* **"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")
	43	+* **"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.
	44	+* **"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.
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62	62	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.
63		-\\Next, we will look at the report itself and the information it conveys.
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	66	+[[image:assessment aging - toolbar.PNG||style="width: 80%; margin-right: auto; margin-left: auto; display: block;"]]
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	69	+__TOOLBAR OPTIONS__
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	71	+* Refresh: allows you to check for any new or updated reports
	72	+* Open Selected: opens up the information and parameters for the selected report
	73	+* Show Filter: allows you to filter your reports by name
	74	+* New Saved Personal Report: allows you to create a new report (see above)
	75	+* Delete Report: allows you to delete an existing report (see above)
	76	+* Copy: allows you to copy the exact report type and its parameters for future use
	77	+* Run Report: allows you to run report and print out (see above)
	78	+
	79	+Next, we will look at the report itself and the information it conveys.
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66	66	**__UNDERSTANDING YOUR REPORT__**
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69	69	On the most basic level, your report has several important identification characteristics which are detailed below. Please see the sample report below for reference.
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71		-[[image:Tickler 4.png]]
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74	74	The very bottom portion of the report is for logistical purposes and, on the left, has a time stamp of the exact date and time the report was generated. The bottom right tells you the page number of the report.
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78	78	Period: A range of dates from where your data is collected; based on the start and end dates you entered when generating the report
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80		-(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Tag(s): The specific reporting units you decided to incorporate; based on inputs for reporting units
	96	+(% style="font-size: 14.66px; background-color: rgb(245, 245, 245);" %)Tag(s): The specific reporting units you decided to incorporate; based on inputs for reporting units
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82	82	__Top Right__
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84		-Organizational Units: the geographically or otherwise divided sections you integrated into the report; based on inputs for OU. (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)NOTE: each organizational unit will be reported separately for the purposes of the simple Tickler report (if you wish to obtain a combination of all data, you can choose to run an aggregate report) and reports may thus vary in size
	100	+Organizational Units: the geographically or otherwise divided sections you integrated into the report; based on inputs for OU. (% style="font-size: 14.66px; background-color: rgb(245, 245, 245);" %)NOTE: each organizational unit will be reported separately for the purposes of the simple Tickler report (if you wish to obtain a combination of all data, you can choose to run an aggregate report) and reports may thus vary in size
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86	86	Under the name of each OU, there will be a list of clients as well as there unique client IDs. In subsequent columns, you will find information as to the initial dates of visit for these clients, as well as any subsequent updates. Perhaps the most useful feature of the Tickler report is that it identifies the status of various assessments and updates.
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