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On this page
  • On this page
  • Navigating to the progress reports page
  • Creating a progress report
  • View reports list and show archived
  • Progress pie chart
  • Viewing Progress Report Collections

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  1. Staff
  2. Every Activity

Progress Reports

Managing progress reports

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Last updated 2 years ago

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On this page

Navigating to the progress reports page

Steps:

  1. From the home page under Every Activity, select the Progress Reports icon on the left side bar.

Creating a progress report

Steps:

  1. After, select the icon in the top right corner.

  2. Enter the mandatory fields to create a new progress report including Name and Fiscal Year.

    • Add a Name to help identify this progress report.

    • Select a Fiscal Year from the drop down menu. Note: This cannot be changed in the future once a fiscal year is selected.

  3. Select the button in the bottom right corner to save the progress report.

View reports list and show archived

Steps to view all created progress reports:

  1. To the right of each progress report, you will see a list of all collections included in that report as well as the number of activities in each collection, if any.

Steps to show all archived progress reports:

Progress pie chart

Steps:

  1. The pie chart exemplifies a model explaining the percentage of activities at each status such as New, In Progress, and Complete.

Viewing Progress Report Collections

Steps:

The collection will now be visible including all Ungrouped Activities and Curriculum rows.

After, scroll down to the In Progress sub-section and Complete sub-section to view a list of all existing progress reports.

After, select the check box in the icon in the top right corner to view all reports including archived progress reports.

After, hover over the pie chart under each section of Progress Reports (ex. In Progress, Complete, etc).

After, click on a collection name under any section of Progress Reports to navigate to all activities in that collection.

Navigating to the progress reports page
Navigating to the progress reports page
Navigating to the progress reports page
Navigating to the progress repors page
Creating a progress report
View reports list & show archived
Progress pie chart
Viewing progress report collections
Navigating to the progress reports page
Navigating to the progress reports page