Difference between revisions of "Publications Issued Report"

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The Publications Issued Report shows data entered using the "Provide Publications" link on the Record a Contact screen.
 
The Publications Issued Report shows data entered using the "Provide Publications" link on the Record a Contact screen.
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[[file:cl_PIR_2.png|border]]
  
  

Revision as of 10:27, 13 June 2017

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Location in standard build: Reports Tab > "General" Section > Publications

File:Cl PIR 1.png


The Publications Issued Report shows data entered using the "Provide Publications" link on the Record a Contact screen.

File:Cl PIR 2.png


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)

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