Tracker Report

This section describes the options available when running the Tracker Report.

 

Selectivity within the Tracker Report can be done by a combination of filters at the following (mutually-exclusive) levels:

 

 

Tracker Client Filter:  Additionally, the Tracker Report can filtered by selected Clients (utilizing, for instance, the Topical Selector to pre-filter Clients) -- bridging Prospects, Members, and Others [Client Types].

 

Tracker Report Sorting:  Finally, for all included Tracker Categories the Tracker Report can 'sort' by Tasks or Topics or Dates... allowing the view of either Topics, Tasks, or both Topics-and-Tasks within the sorted presentation.

 

See the bottom of this section a sample of a Tracker Report.

 

 

The following is the sequence of run-time options available for the Tracker Report:

 

Tracker Categories Filter -

 

 

Select-All, DeSelect-All, or Check on/off which Tracker Categories you want included in the Report.

 

Topics Filter -

 

Topics can be selected as filters -- inclusive of filtering within them by assigned Staff and Date Types.

 

Topics Filter (within the Topics Filter):

 

 

Within the selected Categories, select which Topic(s) are to be included -- and which Topic-Statuses (Open, Closed, Cancelled) are to be included.

 

Staff Selection (within the Topics Filter) -

 

 

Select which Staff personnel are to be 'included' within the Topics selected.

 

Date Selection (within the Topics Filter) -

 

Four sets of Date-Types can contribute to the filtering of Topics within the Tracker Report:

 

 

Note:  Not selecting any specific Date-Type to be in the filtering implies that any/all Dates of that Date-Type will be included in the Report-run... unless some other criteria (Dates or Otherwise) knocks it out.

 

 

If it is desired to filter by any one or more of the Date-Types, click the appropriate Checkbox(es) and set the desired Date Range for the particular Date-Type (such as Due-Date in this example):

 

 

Task Filter -

 

Tasks can be filtered... includes of their respective assigned Staff and Date-Types.

 

Task Selection (within the Task filter):

 

 

Select the desired Tasks to be included... inclusive of their respective Task Statuses (Open, Closed, and/or Cancelled) amidst the selected Tasks.

 

Staff Selection (within the Task filter):

 

 

Select the desired Staff personnel that are to be included (within the selected Tasks).

 

Date Selection (within the Task filter):

 

Four sets of Date-Types can contribute to the filtering of the already-selected Tasks within the Tracker Report:

 

 

Note:  Not selecting any specific Date-Type to be in the filtering implies that any/all Dates of that Date-Type will be included in the Report-run... unless some other criteria (Dates or Otherwise) knocks it out.

 

Click on the desired Date-Type Range choices to invoke a Date-Range selection for any of the four Types of Date filters for selected Tasks within selected Topics within selected Categories.

 

Client Filter -

 

A series of Client-IDs and/or Names can be entered.... or the User can utilize the 'Search & Stash' option of the Client Topical Selector to establish a 'List of Clients' which to involve in the Tracker Report for additional Client-specific filtering:

 

 

Tracker Report Sorting -

 

The Tracker Report allows a number of styles for sorting the Report contents:

 

 

Overall the Report can be sorted at the 'Topic Level' or 'Task Level'.

 

Then, regarding the Dates, one of the Date-Types (Created-Date, Tickle-Date, Due-Date, Completed-Date) can be selected to be the (single) Date Type for the Report to sort upon.

 

The following Sort Options involving a Date are provided:

 

 

Information presentation options include:

 

 

Any of the these Options can also display the 'Remarks' fields if the 'Remark' Checkbox is selected.

 

Tracker Report Sample -