Weekly Executive Summary Report displays the summary report of the executives on a weekly basis.
To access this feature, click on the Menu button or move the mouse on the left side of the page to open the menu bar, then click on the Reports option and select Report, as shown below:
The system will direct the user on the Reports page, click on the Reports Home button as highlighted in the screen below:
The Reports Home window will be opened on the same page. The Search Bar displayed on the window allows the user to search any specific report by entering keywords in the search bar text-box, as shown below:
To view this report, select Overall Performance Report > Weekly Executive Summary Report.
The Weekly Executive Summary Report page will be displayed.
Screen Elements |
Description |
---|---|
Start Date |
To set the date range, firstly, select a start date. |
End Date |
Select the end date. |
Client Name |
Select the name of the client from the dropdown list. |
Program Name |
Select the name of the program from the dropdown list as per the selection of the Client Name. |
Location |
Select the location name. |
Partner Name |
Select the name of the partner from the drop-down list. |
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 which includes:
One can also search the roles by entering the role’s name in the Filter field. Once the role(s) is selected, click on button, and the selected role(s) will be moved to the right-hand side box. To move all the roles to the right-hand side box at once, click on button. 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 button. To move all the roles from the right-hand side box to the left-hand side box at once, click on 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:
Video