Difference between revisions of "Closed Clients"
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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
| − | [[File: | + | [[File:imca_closed1.JPG|200px|alt="a screenshot of the IMCA closed report button, highlighted in the reports menu."]] |
| − | The IMCA Closed Clients report displays details of closed referrals. | + | The IMCA Closed Clients report displays details of closed referrals. To run the report complete the following criteria: |
| − | [[File: | + | [[File:imca_closed2.JPG|600px|alt="a screenshot of the imca closure reporting criteria fields, displayed in the order below."]] |
* '''Start Date For Referral Closure''' - Enter the start date of the period to report on, based on the [[Referral Closure and Outcome Details|referral closure date]]. | * '''Start Date For Referral Closure''' - Enter the start date of the period to report on, based on the [[Referral Closure and Outcome Details|referral closure date]]. | ||
* '''End Date For Referral Closure''' - Enter the end date of the period to report on, based on the [[Referral Closure and Outcome Details|referral closure date]]. | * '''End Date For Referral Closure''' - Enter the end date of the period to report on, based on the [[Referral Closure and Outcome Details|referral closure date]]. | ||
* '''Project''' - Select the project(s) you wish to report on. | * '''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 | + | * '''Start Date For Hours Worked To Be Calculated''' - If you wish to report on working hours you can specify a period to calculate. Just enter the start date to report from. |
| − | * '''End Date For Hours Worked To Be Calculated''' - If you wish to report on working hours you can specify a | + | * '''End Date For Hours Worked To Be Calculated''' - If you wish to report on working hours you can specify a period to calculate. Just enter the end date to report up to. |
* '''Include All Referrals or Appropriate Referrals Only''' - Select the referral closure status required for the report. | * '''Include All Referrals or Appropriate Referrals Only''' - Select the referral closure status required for the report. | ||
| − | Click on 'Display in browser' to | + | Click on 'Display in browser' to display the report in the browser or 'Export to Spreadsheet' to export to Excel. |
| − | [[File: | + | [[File:imca_closed3.JPG|700px|alt="a screenshot of the imca closed report results."]] |
Click on the Blue Folder Icon [[File:Icon_bluefolder.PNG|link=Blue Folder Lookup]] to access the [[Blue Folder Lookup]] tool. | Click on the Blue Folder Icon [[File:Icon_bluefolder.PNG|link=Blue Folder Lookup]] to access the [[Blue Folder Lookup]] tool. | ||
Latest revision as of 15:14, 2 January 2025
The IMCA Closed Clients report displays details of closed referrals. To run the report complete the following criteria:
- Start Date For Referral Closure - Enter the start date of the period to report on, based on the referral closure date.
- End Date For Referral Closure - Enter the end date of the period to report on, based on the referral closure date.
- 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 period to calculate. Just enter the start date to report from.
- End Date For Hours Worked To Be Calculated - If you wish to report on working hours you can specify a period to calculate. Just enter the end date to report up to.
- Include All Referrals or Appropriate Referrals Only - Select the referral closure status required for the report.
Click on 'Display in browser' to display the report in the browser or 'Export to Spreadsheet' to export to Excel.
Click on the Blue Folder Icon 
to access the Blue Folder Lookup tool.
