Difference between revisions of "Closed Clients"
From Charitylog Manual
m |
|||
| Line 14: | Line 14: | ||
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'. | ||
| + | |||
| + | [[File:reps_imca_closeddetails.PNG]] | ||
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. | ||
Revision as of 15:21, 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, 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 specific period to calculate, enter the start date to include from.
- End Date For Hours Worked To Be Calculated - If you wish to report on working hours you can specify a specific period to calculate, enter the end date to include up to.
- Include All Referrals or Appropriate Referrals Only - Select the referral closure status required for the report.
Click on 'Display in browser' to run and print the report or 'Export to Spreadsheet'.
File:Reps imca closeddetails.PNG
Click on the Blue Folder Icon 
to access the Blue Folder Lookup tool.
