(63) NPO New Accounts, Monthly

This Report is designed to generate the Monthly Performance Numbers for the New Account division.

  • This report can run for any date range and can compile data for any singular month or multiple months.
  • Ultimately one can generate an Annual Monthly Report consisting of all 12 months to analyze trends, if you so wish.

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.

Report - 63

Report - 63

From the Tree View:

  1. Expand Reports
  2. Select Reports
  3. Select Report (63) NPO New Accounts, Monthly
  4. Enter the Date Range
  5. Select the File Format (either Word DOC, Excel XLS, or PDF)
  6. Then, click SEARCH to run the Report

Note: A separate window will open where you can View, Print or Save the document.

Report - NPO New Accounts, Monthly

Report - NPO New Accounts, Monthly

Report Navigation:

  1. Month
  2. # of Referral Calls
  3. # of Applications Scheduled
  4. # of Face to Face Appointments
  5. # of Accounts Signed
  6. Date of Earliest NPO File for the requested Report
  7. Total Amounts for each Category for the requested Period
  8. Date Range of Report
  9. Report Summary Percentages
  10. Report Graph

Header & Footer Information:

a. Office Name and Contact information

b. Report Name

c. Date the Report was Run / Printed

d. Page Number of Report