Difference between revisions of "Age Range"

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m (Creating and adjusting Age Bands)
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Age Bands/Ranges are almost always set in pre-implementation, i.e. they are set according to the needs of the customer when their system is first created. Administrators can adjust Age Bands, but it's rare that this is necessary. Usually it is only necessary if fundamental reporting needs change.
 
Age Bands/Ranges are almost always set in pre-implementation, i.e. they are set according to the needs of the customer when their system is first created. Administrators can adjust Age Bands, but it's rare that this is necessary. Usually it is only necessary if fundamental reporting needs change.
  
Suppose that the list of Age Bands below needs adjusting so that the highest band starts at 95, i.e. the "85 to 95" band needs to be adjusted to stop at 94 and then the "96+" band needs to be changed to start at 95Click on the name of an Age Band to adjust it.
+
Age bands must start at 0 and end in 999 without cross overs, so the system can make calculations.
 +
 
 +
Example;
 +
 
 +
0 - 5 Under 6
 +
  6 - 50 6 to 50
 +
51 -999 51+
 +
 
  
 
[[File:AB_3.png|border]]
 
[[File:AB_3.png|border]]
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* [[Display Order]] - but note that age ranges displaying in anything but numerical order will be confusing for users;
 
* [[Display Order]] - but note that age ranges displaying in anything but numerical order will be confusing for users;
 
* Whether the Age Band is Active (available on the system) or not.
 
* Whether the Age Band is Active (available on the system) or not.
 +
*Or delete an age band that is not required.
  
Click "Save Details" when done.  You will be returned to the display of Age Bands. At this point you may/should see an error message, because now that the "85 to 95" band has been adjusted, there is no band that covers the age 95.
+
Click "Save Details" when done.  You will be returned to the display of Age Bands. At this point you may see an error message, if your age ranges do not go from 0 -999 or you have ranges crossing over. The message will say which range is incorrect so you can change it.
 
 
[[File:AB_5.png|border]]
 
 
 
 
 
You will now need to click on the "96+" age band;
 
 
 
[[File:AB_6.png|border]]
 
 
 
 
 
Adjust the lower limit, and click "Save Details";
 
 
 
[[File:AB_7.png|border]]
 
  
 
You will be returned to the display of Age Ranges, now without the error message.
 
  
 
[[File:AB_8.png|border]]
 
[[File:AB_8.png|border]]
 
  
 
==Reporting Outputs==
 
==Reporting Outputs==

Revision as of 13:20, 22 January 2018

Helpheader small.png


File:Menu ageranges.PNG


The Age Bands page allows you to set and adjust the age bands used in the Charitylog system for displaying data and reporting.

How Age Bands work

The Age Range field is available for all org/person Types. If Day, Month and Year of birth are completed then age range and age now will be display. The user can manually select an Age Range without the Date Of Birth.


File:AB 1.png


This will work even if the user only enters a year of birth (the system assumes they were born on the 1st January) which can be useful for doing age-band-based reports even if the user doesn't want to ask the person for an exact date of birth.

Note: Age Band fields can be updated en masse by using the Age Band Check feature.


Creating and adjusting Age Bands

Age Bands/Ranges are almost always set in pre-implementation, i.e. they are set according to the needs of the customer when their system is first created. Administrators can adjust Age Bands, but it's rare that this is necessary. Usually it is only necessary if fundamental reporting needs change.

Age bands must start at 0 and end in 999 without cross overs, so the system can make calculations.

Example;

0 - 5 Under 6
6 - 50 6 to 50
51 -999 51+


File:AB 3.png


From this screen you can adjust the upper and lower limits. The "Age Range Description" field will automatically populate itself depending on what the upper and lower limits are. It can also be manually changed.

File:AB 4.png


You can also set:

  • Display Order - but note that age ranges displaying in anything but numerical order will be confusing for users;
  • Whether the Age Band is Active (available on the system) or not.
  • Or delete an age band that is not required.

Click "Save Details" when done. You will be returned to the display of Age Bands. At this point you may see an error message, if your age ranges do not go from 0 -999 or you have ranges crossing over. The message will say which range is incorrect so you can change it.


File:AB 8.png

Reporting Outputs

Data entered against the list of Age Bands is available:

  • In the KPI Report Designer - any report "by Age Band"
  • In Data Extractions



Rob Kay - manual author (talk) 16:56, 10 April 2015 (BST)