Changes for page Tickler Report

Summary

• Page properties (2 modified, 0 added, 0 removed)

Details

Page properties

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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43	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.
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45	45	(((
46		-[[image:tickler 8.PNG]]
	47	+[[image:tickler 8.PNG||style="width: 40%; margin-right: auto; margin-left: auto; display: block;"]]]]
47	47	)))
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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.
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65		-[[image:assessment aging - toolbar.PNG]]
	66	+[[image:assessment aging - toolbar.PNG||style="width: 80%; margin-right: auto; margin-left: auto; display: block;"]]
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68	68	__TOOLBAR OPTIONS__
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75	75	* Copy: allows you to copy the exact report type and its parameters for future use
76	76	* Run Report: allows you to run report and print out (see above)
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	79	+Next, we will look at the report itself and the information it conveys.
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79		-\\Next, we will look at the report itself and the information it conveys.
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82	82	**__UNDERSTANDING YOUR REPORT__**
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85	85	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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87		-[[image:Tickler 4.png]]
	87	+[[image:Tickler 4.png||width="100%"]]
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90	90	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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94	94	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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96		-(% 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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98	98	__Top Right__
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100		-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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102	102	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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