Difference between revisions of "Closed Clients"
From Charitylog Manual
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[[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 | + | * '''Start Date For Referral Closure''' - Enter the start date of the period to report on, based on the [[Referral Closure and Outcomes Details|referral closure date]]. |
* '''End Date For Referral Closure''' - Enter the end date of the period to report on. | * '''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. | * '''Project''' - Select the project(s) you wish to report on. | ||
Revision as of 15:17, 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'.
