Reports
You can view and print the following reports in the Reports function:
·Baseline Report: Lists all the clientele groups defined by all the advisors in your county and the baseline data recorded for each group.
·Clientele Groups Report: Shows which clientele group(s) each advisor in your county has selected for purposes of reporting contacts.
·Clientele Contacts Report: Displays the actual clientele contact data you have recorded to date in the reporting year. County directors can view the data for all advisors headquartered in the county.
·Outreach Methods/Self-Assessment Report: Displays information you have recorded to date in the reporting year for outreach methods you've used, including any narrative comments you have recorded about your outreach activities. County directors can view such information for all advisors headquartered in the county.
·County Director Reports: [NOTE: These reports are available only to county directors.] There are three reports: Compliance Summary, Countywide Narrative, and Narrative Notes. The reports display information the county director has entered in the County Administrative Self-Assessment function, the Affirmative Action Accomplishments for each advisor/program representative in the county, and the Narrative reports on outreach activities recorded by each advisor/program representatives in the county.
To view a report, click on the Reports link in the menu bar at the left of the screen. A list of the reports will be displayed. Select the report you wish to view by clicking on the radio button and select the fiscal year from the drop down menu. Then click on the Get Report button.
To print a report, click on the browser Print function This will open a window displaying your specifications for the print job. If you need to change any of the default settings, do so before clicking on OK. If the default settings are correct, click on OK to print the report.
To download report data to Excel files, Click on Export to Excel when viewing the report. You can then save the report as an Excel file by using your browser's "File-Save as..." function and choosing the "Microsoft Excel Workbook" option in the "Save as type:" menu.