Changes for page Tickler Report

Last modified by karimpirani on 2014/07/11 17:12
From version Icon 4.1 Icon
edited by karimpirani
on 2014/06/23 16:18
Change comment: There is no comment for this version
To version Icon 8.1 Icon
edited by karimpirani
on 2014/06/23 17:15
Change comment: There is no comment for this version

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1 1  The Tickler Report serves as a reminder report for assessments due based on the reason for assessment and allows you to better keep track of actions to be completed given their due dates
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4 +CREATING A NEW TICKLER REPORT
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2 2  To run a Tickler report, when you first open the application, you must select the "Reports and Analytics" tab on the top menu bar.
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4 4  After the pull down menu appears, select the third option marked "Reports"
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6 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%201.PNG||alt="tickler 1.PNG"||width="100%"]]
10 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%201.PNG||alt="tickler 1.PNG" width="100%"]]
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8 8  Of the many options available to you on the drop-down menu on the right, select the first option for "Named and Saved Reports"
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10 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%202.PNG||alt="tickler 2.PNG"||width="100%"]]
14 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%202.PNG||alt="tickler 2.PNG" width="100%"]]
11 11  Select the "Personal Reports" tab under Saved and Named Reports
12 -Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon
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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14 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%203.PNG||alt="tickler 3.PNG"||width="100%"]]
18 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%203.PNG||alt="tickler 3.PNG" width="100%"]]
15 15  \\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
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17 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%204.PNG||alt="tickler 4.PNG"||width="100%"]]
21 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%204.PNG||alt="tickler 4.PNG" width="100%"]]
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19 19  A new report, generically entitled Tickler, should appear in your list of reports
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21 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%205.PNG||alt="tickler 5.PNG"||width="100%"]]
25 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%205.PNG||alt="tickler 5.PNG" width="100%"]]
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23 23  Additionally, the pane to the right of your screen allowing you to input specific information about the parameters of your report should appear.
24 24  Initially, you can use this new pane to change the name your report from the generically-assigned "Tickler," as well as provide a different or more robust description for your report.
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26 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%206.PNG||alt="tickler 6.PNG"||width="100%"]]
30 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%206.PNG||alt="tickler 6.PNG" width="100%"]]
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28 28  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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43 43  Congratulations, your report is now ready to run! To do this, you can select your new report and select the "Run Report" option on the above bar of options
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50 +[[image:tickler 7.PNG||width="100%"]]
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52 +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.
53 +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.
54 +If you would prefer a paper copy of the report, you can easily obtain one by choosing the "Print Report" option (represented by a printer) 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.
55 +\\Next, we will look at the report itself and the information it conveys.
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45 45  UNDERSTANDING YOUR REPORT
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