Closed Clients
From Charitylog Manual
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'.
