Weekly Executive Summary Report displays the summary report of the executives on a weekly basis.
To view this report, select Reports > Report > Overall Performance Report > Weekly Executive Summary Report.
The following page will be displayed.
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Screen Elements |
Description |
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Start Date |
To set the date range, firstly, select a start date. |
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End Date |
Select the end date. |
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Client Name |
Select the name of the client from the dropdown list. |
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Program Name |
Select one, multiple, or all programs from the dropdown list which will display the Program Names as per the selection of the Client Name. |
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Location |
Select the location name. |
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Evaluator Role |
Select the required Evaluator role from the left-hand side box which will display the list of all the user roles of higher order. One can also search the roles by entering the role’s name in the Filter field. Once the role(s) is selected, click on To move all the roles to the right-hand side box at once, click on To remove a few roles from the right-hand side box and move them back to the left-hand side box, firstly, select such roles and then, click on To move all the roles from the right-hand side box to the left-hand side box at once, click on |
button, and the selected role(s) will be moved to the right-hand side box.
button.
button.
button.Once the search criteria are set, then, click on the 
button.
The report for the set filter will be displayed in tabular as well as in bar chart format as shown below:
1. Navigate between the pages: To navigate between the pages:
– Previous Page
– Next Page
– First Page
– Last Page
2. Refresh the page: To refresh the report.
3. Go back to the Parent Report: To go back to the parent report if the child report is displayed.
4. Zoom page: To zoom in or zoom out of the report page.
5. Export dropdown menu: To export the report in – Word, Excel, PowerPoint, PDF, and Data Feed.
6. Print: To print the report.
7. Find Text in Report: To find any specific text in the particular report. Enter the text in the search box and then click Find. The entered text will be displayed in the highlighted format in the report. To find the same text in another place, click Next.
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