Difference between revisions of "Handyperson Job Card List"
From Charitylog Manual
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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
| − | [[File: | + | [[File:hp_joblist1.PNG|500px|alt="a screenshot of the handyperson job list in the reporting menu."]] |
| − | HP Job Card lists is a report grouped by Handy Person. | + | HP Job Card lists is a report grouped by Handy Person, displaying the jobs for the selected time period. To run the report complete the following criteria: |
| − | * '''Start Date''' - | + | [[File:hp_joblist2.png|700px|alt="a screenshot of the Handyperson Job Card List including the criteria fields listed below."]] |
| − | * '''End Date''' - | + | |
| − | * '''Filter By Job Card Creation, Appointment or Referral Date?''' - | + | * '''Start Date''' - The start date of the reporting period for the job cards. |
| − | * '''From Job Card Number''' - | + | * '''End Date''' - The end date of the reporting period for the job cards. |
| − | * '''To Job Card Number''' - | + | * '''Filter By Job Card Creation, Appointment or Referral Date?''' - Select the required print/display order. |
| − | * '''Project''' - | + | * '''From Job Card Number''' - Specify a range of JC numbers. |
| − | * '''Staff/Volunteer Member''' - | + | * '''To Job Card Number''' - Specify a range of JC numbers. |
| + | * '''Project''' - Select the required project(s). | ||
| + | * '''Staff/Volunteer Member''' - Allows filtering by a specific person/organisation. | ||
| + | |||
| + | Click on 'Display in browser' to run the report. | ||
| + | |||
| + | [[File:Reps_HPjclist.png|border]] | ||
| + | |||
| + | ---- | ||
| + | [[File:helpheader_small.png|right]] | ||
Latest revision as of 15:19, 10 April 2024
HP Job Card lists is a report grouped by Handy Person, displaying the jobs for the selected time period. To run the report complete the following criteria:
- Start Date - The start date of the reporting period for the job cards.
- End Date - The end date of the reporting period for the job cards.
- Filter By Job Card Creation, Appointment or Referral Date? - Select the required print/display order.
- From Job Card Number - Specify a range of JC numbers.
- To Job Card Number - Specify a range of JC numbers.
- Project - Select the required project(s).
- Staff/Volunteer Member - Allows filtering by a specific person/organisation.
Click on 'Display in browser' to run the report.
