How to guides by modules

How to: Reporting

• Reporting: Orientation to the Reporting module
• Reporting: Outreach ("Who did we reach") report
• Reporting: Activity ("What's happening") report

How To: Enrollment Planner

• Enrollment Planner: Overview
• Enrollment Planner: Setting an Enrollment Period and Goals
• Enrollment Planner: Creating enrollment events for your team
• Enrollment Planner: Viewing the enrollment tracker bar

How To: Clients

• Client list: Default view
• Client list: Expanded columns and Action filter
• How To: Client Profile
• Client profile: Prevention of duplicate clients
• Statuses: Updating client status
• Statuses: Definitions and system management of statuses

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