Changes for page Tickler Report

Last modified by karimpirani on 2014/07/11 17:12
From version Icon 6.1 Icon
edited by karimpirani
on 2014/06/23 16:39
Change comment: There is no comment for this version
To version Icon 7.1 Icon
edited by karimpirani
on 2014/06/23 16:55
Change comment: There is no comment for this version

Summary

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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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10 10  [[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 14  [[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