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NEXTGEN: How to generate Progress Report In Clarity by Week / Month / Quarter / Financial Year

 

                                                    nextgen_banner.jpg

 

 

When Generating Progress Report for staff for previous Financial Year(s) this can be done under Office Admin in Clarity.

Select Clarity from Dashboard

 

Step 1.

Under 'Office Admin' click on the 'Progress Reports'  as screenshot below:

 

progressreport_clarity.jpg

 

Once opened use the drop down menu and select

1. The staff member

2. Select the activity type for example 'commission' or 'appraisal' etc

3. Then the Reporting Period you wish to view for example 'Week' or 'Financial Year'

It will refresh and you should get a screen / figures that may resemble as per screenshot:

 

financialyr_clarity.jpg

 

 

Clicking on the Figure should give you the 'Action Date' and 'Description' for example. along with a Circular Chart on the left hand side.

 

 

 

 

 

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