Difference between revisions of "Open Clients"
From Charitylog Manual
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| − | The IMCA Open Clients report displays details of open referrals. To run the report complete the following criteria: | + | The IMCA Open Clients report displays details of open referrals. To run the report complete the following criteria: |
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| + | [[File:Reps_imca_closed.PNG]] | ||
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* '''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]]. If a date is entered the report will display referrals still open up to this date, if no date is entered then all currently open referrals will be displayed. | * '''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]]. If a date is entered the report will display referrals still open up to this date, if no date is entered then all currently open referrals will be displayed. | ||
* '''Project''' - Select the project(s) you wish to report on. | * '''Project''' - Select the project(s) you wish to report on. | ||
Revision as of 15:56, 6 November 2018
File:MENU IMCA openclients.png
The IMCA Open Clients report displays details of open referrals. To run the report complete the following criteria:
- End Date For Referral Closure - Enter the end date of the period to report on, based on the referral closure date. If a date is entered the report will display referrals still open up to this date, if no date is entered then all currently open referrals will be displayed.
- 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 opendetails.PNG
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