Difference between revisions of "Closed Clients"
From Charitylog Manual
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* '''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]].* '''Project''' - Select the project(s) you wish to report on. | + | * '''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. | ||
* '''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. | * '''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. | * '''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. | ||
Revision as of 10:25, 9 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.
