Clientele Contact Report
General Information
This report displays clientele contact data you have recorded to date in the reporting year. The information is compiled from your entries in the Clientele Contacts function. (NOTE: County directors will see data for all advisors headquartered in the county.)
You will see each of your clientele groups listed under each of your program assignments. For each clientele group you will see the total number of contacts you have reported to date broken down, where applicable, by ethnicity and gender ("Actual Total"), and the ethnic and gender percentages ("Actual Percentage") for your contacts. You will also see the Potential clientele data (baseline ethnic/gender numbers and percents) and the "Parity Percentage Range." Where your actual contact percentages appear in BOLD it means that contacts with that ethnic or gender category are NOT in "parity."
If you see a scroll bar on the right hand edge of the window, you can click on the scroll bar to see more of the report. If the report is large enough, you may need to press the PAGE DOWN key to see the rest of the report. (Press the PAGE UP key to move backwards through the report.)
Report Format Options
The Clientele Contact Report displays data sorted in two sort orders:
- Program Assignment, Clientele Group, and Employee
- Employee, Program Assignment, Clientele Group.
You can choose from four alternative reporting periods (i.e. levels of aggregation over time):
- Fiscal Year to Date
- Quarterly,
- Monthly
- Detail (displays each individual entry of contacts with notes.
To choose one of these alternative ways of sorting the information, click on the appropriate radio buttons, select the fiscal year from the drop down menu, and click on the Get Report button.