Difference between revisions of "Closed Clients"

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The IMCA Closed Clients report displays details of closed referrals.  To run the report complete the following criteria:
 
The IMCA Closed Clients report displays details of closed referrals.  To run the report complete the following criteria:

Revision as of 13:48, 29 April 2024

Helpheader small.png

"a screenshot of the IMCA closed report button, highlighted in the reports menu."

The IMCA Closed Clients report displays details of closed referrals. To run the report complete the following criteria:

File:Reps imca closed.PNG

  • 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 Icon bluefolder.PNG to access the Blue Folder Lookup tool.


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