(70) PRI Records
This Report is used to generate the Monthly & Annual Number Totals for PRI (Prospective Resident Inquiry) by Referral Category.
The recommended file format for this report is as a PDF (.pdf) file, however, you can also generate a Word (.doc) file or an Excel (.xls) file
- As a Word (.doc) file the report will generate in an editable format.
- As an Excel (.xls) file this will place the information in cell formatting into rows. Can be used for .csv file imports.
- As a PDF (.pdf) file this will appear the same as the Word (.doc) file format, but will not be editable.
Click Here to Watch a Video Tutorial on "How to Generate a Report"
Report - 70
From the Tree View:
- Expand Reports
- Select Reports
- Select Report (70) PRI Records
- Enter the Date Range
- Select the File Format (either Word DOC, Excel XLS, or PDF)
- Then, click SEARCH to run the Report
Note: A separate window will open where you can View, Print or Save the document.
Report - PRI Records
Report Navigation:
- Year for Report
- Category Titles
- Annual Total in each Category
- Monthly Total in each Category
- Pie Chart with Color Legend (showing the annual percentage volume by month)
Header & Footer Information:
a. Office Name and Contact information
b. Report Name
c. Date the Report was Run / Printed
d. Page Number of Report