Versions Compared

Old Version 1

changes.mady.by.user Georgina Ganson

Saved on

compared with

New Version Current

changes.mady.by.user Georgina Ganson

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Purpose of Report:

Date Range

This report allows you to report on Member's previous availability with the following reporting Filters which then appear by Qualification

Mandatory Fields

  • Date from

  • Date To

  • Group By - Office or State

Optional Fields

  • Group Name

  • Compare With

  • State Name

  • Service Location

  • Compare Period

  • Office Name

2 Years

To Access:

...

  1. Reports - Finance Reports - Sales Report

    Image Modified

     

  2. Enter Relevant fields

    Image Modified

      

     

  3. Get Report

    Image Modified

 

 

  1.  If you click on the figures it will break down the offices to service locations

    Image Added

    Then Shifts

    Image Added

    If you select ”View log” it will allow you to export just that shift data to email, excel or pdf

    Image Added

     

To Send email

  1. Once the report is loaded you can click “Send Email” and the report will auto attached and you are able to use an email template and press send

    Image Modified

...

To Print

  1. To Export please Select the highlight icon below then select the File Format

    Image Modified

  2. Select either Excel or Pdf and it will download for you

     

...