Difference between revisions of "Publications Issued Report"
From Charitylog Manual
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| − | [[ | + | [[file:helpheader_small.png|right]] |
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| + | ''Location in standard build:'' '''''[[Reports Tab]] > "General" Section > Publications''''' | ||
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| + | [[file:cl_PIR_1.png|border]] | ||
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| − | The Publications Issued Report shows | + | The Publications Issued Report shows data entered using the "Provide Publications" link on the Record a Contact screen. |
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| + | ===Report filters=== | ||
| − | + | 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) | ||
[[file:helpheader_small.png|right]] | [[file:helpheader_small.png|right]] | ||
| + | [[Category:]] | ||
Revision as of 10:27, 13 June 2017
Location in standard build: Reports Tab > "General" Section > Publications
The Publications Issued Report shows data entered using the "Provide Publications" link on the Record a Contact screen.
Report filters
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
Rob Kay - manual author (talk) 11:27, 13 June 2017 (BST)
[[Category:]]
