Clientele Group Report
General Information
This report shows which clientele group(s) you and the other advisors have selected for purposes of reporting contacts. In addition, the Program Assignment and Type of each clientele group is identified. The Clientele Group Report provides information about ALL clientele groups identified in your county 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. You can also press the PAGE DOWN and PAGE UP keys to move forward and backward through the report.
Report Format Options
You can choose to see the information displayed in three alternative sort orders:
· Program Assignment, Employee, Clientele Group
· Program Assignment, Clientele Group, Employee
· Clientele Group, Employee, Program Assignment
To choose one of these alternative ways of sorting the information, click on the appropriate radio button, select the fiscal year from the drop down menu, and click on the Get Report button.