Purpose
- To provide instructions for running the Pre-Plan Monthly Completion report.
How is this report helpful?
- This report allows you to track what Pre-Plans have been completed by month(s).
- The heat map enables you to visualize areas where Pre-Plans have been completed.
Instructions
- Navigate to Reports Pre-Plan Reports.
- Select Monthly Completion from the dropdown menu on the landing page.
- The default parameters are the current month and a 5-month threshold prior to the current month. Select Advanced Search to change the report parameters.
- The chart can be expanded into focus view
or downloaded
by using the buttons in the upper left corner of the report.
- You can view the data report by selecting the "All Data" button in the lower right corner.
- You can download data of the report by selecting
.
- The Heat Map can be viewed in focus mode by selecting
. Select that button again to return to standard view.
- Hovering over elements of the chart will provide information for that data element.