Difference between revisions of "Handyperson Job Card List"
From Charitylog Manual
m |
|||
(3 intermediate revisions by 2 users not shown) | |||
Line 1: | Line 1: | ||
[[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, displaying the jobs for the selected time period. | + | 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: |
+ | |||
+ | [[File:hp_joblist2.png|700px|alt="a screenshot of the Handyperson Job Card List including the criteria fields listed below."]] | ||
* '''Start Date''' - The start date of the reporting period for the job cards. | * '''Start Date''' - The start date of the reporting period for the job cards. | ||
Line 15: | Line 17: | ||
Click on 'Display in browser' to run the report. | Click on 'Display in browser' to run the report. | ||
− | [[File:Reps_HPjclist.png]] | + | [[File:Reps_HPjclist.png|border]] |
---- | ---- | ||
[[File:helpheader_small.png|right]] | [[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.