Difference between revisions of "Publications Issued Report"

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''Location in standard build:'' '''''[[Reports Tab]] > "General" Section > Publications'''''
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Publications given out can be recorded using [[Record A Contact]], this reports on which publications were recorded as issued.
  
[[file:cl_PIR_1.png|border]]
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[[File:pub_iss.png|700px|alt="a screenshot of the publications issued report criteria. Including fields for date issued, project, publication category."]]
  
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* '''Earliest Date Issued''' - Specify the start date of the reporting period.
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* '''Latest Date Issued''' - Specify the start end of the reporting period.
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* '''Publication Name''' - Option to filter by [[Publications|Publication Name]].
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* '''Include Non Active Publications?''' - Allows reporting on inactive publications.
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* '''Publication Category''' - Filter by [[Publication Categories]].
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* '''Publication Language''' - Filter by [[Publication Languages]]
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* '''Project(s)''' - Filter by project.
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* '''Associated Organisation(s)''' - Filter by the associated organisation, this is set in the [[Publications]] set up.
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* '''Report Order''' - The display order of the report.
  
The Publications Issued Report shows data entered using the "Provide Publications" link on the Record a Contact screen.
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Click on the 'Display In Browser' button to display the report.
  
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[[File:pub_iss1.PNG|900px|alt="a publications issued report, showing results with column for client name, address, and publication."]]
  
===Report filters===
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To access the [[Blue Folder Lookup]] tool click on the [[File:Icon_bluefolder.PNG|link=Blue Folder Lookup]] icon.
 
 
You can filter the output by:
 
 
 
* '''Earliest Date Issued''' and '''Latest Date Issued''' - use these to set an overall date range for the report
 
* '''Publication Name''' - choose All Publications or report on a particular publication
 
* '''Publication Category''' and '''Publication Language''' - these are options which are set for each publication from the [[Publications]] page. You can filter the report by choosing them here.
 
* '''Project(s)''' - when publications are provided, this is recorded on the Record a Contact screen; Contacts sit within Referrals and Referrals are categorised by Project. Choose Project(s) here.
 
 
 
 
 
===Output options===
 
 
 
You can order the reporting output by:
 
 
 
* Publication Order (the display order as set on the [[Publications]] page)
 
* Publication Name
 
* By Category
 
* By Language
 
* By Client (the organisation/person that the publication was provided to)
 
* By Date Issued
 
 
 
  
 
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 11:27, 13 June 2017 (BST)
 
 
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Latest revision as of 11:40, 29 February 2024

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Publications given out can be recorded using Record A Contact, this reports on which publications were recorded as issued.

"a screenshot of the publications issued report criteria. Including fields for date issued, project, publication category."

  • Earliest Date Issued - Specify the start date of the reporting period.
  • Latest Date Issued - Specify the start end of the reporting period.
  • Publication Name - Option to filter by Publication Name.
  • Include Non Active Publications? - Allows reporting on inactive publications.
  • Publication Category - Filter by Publication Categories.
  • Publication Language - Filter by Publication Languages
  • Project(s) - Filter by project.
  • Associated Organisation(s) - Filter by the associated organisation, this is set in the Publications set up.
  • Report Order - The display order of the report.

Click on the 'Display In Browser' button to display the report.

"a publications issued report, showing results with column for client name, address, and publication."

To access the Blue Folder Lookup tool click on the Icon bluefolder.PNG icon.


Helpheader small.png