Difference between revisions of "Handyperson Activity Report"
From Charitylog Manual
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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
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The Handyperson Activity Report is a summary report that gives summary details of referrals and jobs or financial details. To run the report complete the following criteria: | The Handyperson Activity Report is a summary report that gives summary details of referrals and jobs or financial details. To run the report complete the following criteria: | ||
| − | [[File: | + | [[File:hp_act2.PNG|700px|alt="a screenshot of the handyperson activity report criteria fields, as listed below."]] |
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| + | * '''Start Date for Report''' - Starting date of the reporting period. | ||
| + | * '''End Date for Report''' - End date of the reporting period. | ||
| + | * '''Select By Referral Date or By Completion Date?''' - Select if the search dates are based on the referral date or the completion date of the job. | ||
| + | * '''Sort By''' - Select the required sort order for the report. | ||
| + | * '''Second Sort By''' - Specify a secondary sort order for the report. | ||
| + | * '''Project''' - Select which project to report on. | ||
| + | * '''Main Referral Job Type''' - Select to report on all job types or a specific type. This is the Job Type on the Referral Job, not on the individual Job Cards. | ||
| + | * '''Numerical or Financial Details?''' - Display the quantity or financial details. | ||
| + | * '''Show or Hide Number of Satisfied Clients?''' - Option to hide the number of Satisfied Clients column. | ||
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| + | '''Report with quantities''' | ||
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| + | [[File:REPS_HP_activitynumbers.PNG|border]] | ||
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| + | '''Report with financial details''' | ||
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| + | [[File:REPS_HP_activityfinancial.PNG|border]] | ||
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| + | ---- | ||
| + | [[File:helpheader_small.png|right]] | ||
Latest revision as of 15:06, 10 April 2024
The Handyperson Activity Report is a summary report that gives summary details of referrals and jobs or financial details. To run the report complete the following criteria:
- Start Date for Report - Starting date of the reporting period.
- End Date for Report - End date of the reporting period.
- Select By Referral Date or By Completion Date? - Select if the search dates are based on the referral date or the completion date of the job.
- Sort By - Select the required sort order for the report.
- Second Sort By - Specify a secondary sort order for the report.
- Project - Select which project to report on.
- Main Referral Job Type - Select to report on all job types or a specific type. This is the Job Type on the Referral Job, not on the individual Job Cards.
- Numerical or Financial Details? - Display the quantity or financial details.
- Show or Hide Number of Satisfied Clients? - Option to hide the number of Satisfied Clients column.
Report with quantities
Report with financial details
