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introduction_to_clinic_manager_reports [2011/09/09 13:39]
sean created
introduction_to_clinic_manager_reports [2012/03/27 12:50] (current)
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 To access the reports, start by choosing the //Reports// tab. Then under the //Reports Folders// header, select the //Inca Clinic - Main Indicators//​ or //Inca Clinic - End of Day Reports// folders, and click //Go!// (or you can scroll down to see these folders). To access the reports, start by choosing the //Reports// tab. Then under the //Reports Folders// header, select the //Inca Clinic - Main Indicators//​ or //Inca Clinic - End of Day Reports// folders, and click //Go!// (or you can scroll down to see these folders).
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 +Once in a report, you can use the Export Details link to export it to Excel; you may find this easier to use for some types of data.
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 +Using the capabilities of Salesforce.com,​ you can modify these reports to suit your needs (sometimes it will be best to modify the report and save it under a different name, so that the original is not lost). You can also add new reports.
  
introduction_to_clinic_manager_reports.txt ยท Last modified: 2012/03/27 12:50 (external edit)
 
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