Difference between revisions of "Closed Clients"
From Charitylog Manual
m |
|||
| Line 6: | Line 6: | ||
[[File:reps_imca_closed.PNG]] | [[File:reps_imca_closed.PNG]] | ||
| + | |||
| + | * '''Start Date For Referral Closure''' - Enter the start date of the period to report on, based on the [[Referral Outcome and Closure|referral closure date]]. | ||
| + | * '''End Date For Referral Closure''' - Enter the end date of the period 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 ours | ||
| + | * '''End Date For Hours Worked To Be Calculated''' - | ||
| + | * '''Include All Referrals or Appropriate Referrals Only''' - | ||
Click on 'Display in browser' to run and print the report or 'Export to Spreadsheet'. | Click on 'Display in browser' to run and print the report or 'Export to Spreadsheet'. | ||
Revision as of 15:16, 6 November 2018
File:MENU IMCA closedclients.png
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.
- 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 ours
- End Date For Hours Worked To Be Calculated -
- Include All Referrals or Appropriate Referrals Only -
Click on 'Display in browser' to run and print the report or 'Export to Spreadsheet'.
