Handyperson Activity Report

From Charitylog Manual
Jump to: navigation, search
Helpheader small.png

Menu hp activity.png

The Handyperson Activity Report is a summary report that gives summary details of referrals and jobs or financial details. To run the report complete the following criteria:

Rep hp activitycriteria.PNG

  • Start Date for Report - Starting date of the reporting period.
  • End Date for Report - End date of the reporting period.
  • Select By Referral Date or By Completion Date? - Select if the search dates are based on the referral date or the completion date of the job.
  • Sort By - Select the required sort order for the report.
  • Second Sort By - Specify a secondary sort order for the report.
  • Project - Select which project to report on.
  • Main Referral Job Type - Select to report on all job types or a specific type. This is the Job Type on the Referral Job, not on the individual Job Cards.
  • Numerical or Financial Details? - Display the quantity or financial details.
  • Show or Hide Number of Satisfied Clients? - Option to hide the number of Satisfied Clients column.

Report with quantities

REPS HP activitynumbers.PNG

Report with financial details

REPS HP activityfinancial.PNG


Helpheader small.png