Difference between revisions of "Open Clients"
From Charitylog Manual
| Line 1: | Line 1: | ||
[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
| − | [[File: | + | [[File:imca_open.jpg|600px|alt="a screenshot of the open clients button, highlighted in the reports menu."]] |
The IMCA Open Clients report displays details of open referrals. To run the report complete the following criteria: | The IMCA Open Clients report displays details of open referrals. To run the report complete the following criteria: | ||
Revision as of 09:52, 29 April 2024
The IMCA Open Clients report displays details of open referrals. To run the report complete the following criteria:
- End Date For Referral Closure - Enter the end date of the period to report on, based on the referral closure date. If a date is entered the report will display referrals still open up to this date, if no date is entered then all currently open referrals will be displayed.
- Project - Select the project(s) you wish to report on.
- Start Date For Hours Worked To Be Calculated - If you wish to report on working hours you can specify a specific period to calculate, enter the start date to include from.
- End Date For Hours Worked To Be Calculated - If you wish to report on working hours you can specify a specific period to calculate, enter the end date to include up to.
- Include All Referrals or Appropriate Referrals Only - Select the referral closure status required for the report.
Click on 'Display in browser' to run and print the report or 'Export to Spreadsheet'.
File:Reps imca opendetails.PNG
Click on the Blue Folder Icon 
to access the Blue Folder Lookup tool.
