Report Details
The following are instructions on how to customize the Demographics Screen Report to show the total number of active clients older than age 65.
start here.....
From the Main screen go to Reporting and click Screen Reports.
Next, click Clients then Demograhics on the ribbon.
Next step is to set your Status Filter to Active only and then click View Data to load the grid.
You can customize the grid by using the options under the Layout button.
How to select specific columns
Click Layout, click Show then click Column Chooser tool.
When the Column Choosing screen appears you can right-click and then click Uncheck All to clear all selections. Next go through the list and click which columns you want to show on the grid.
Suggested columns for this report are First Name, Last Name, Date of Birth, Status and Status Date.
How to add a formula
Next we need to add a column to calculate the Age.
Click the Date of Birth column in the grid as a starting point. Next click Layout, click Advanced, then Formula Builder.
You will be asked to Add a new column? Click YES.
Next, type in the name you want to appear as the column header. In this example I used AGE. Click OK
Next, you want to choose which Data Type to use. In this example I used string.Click OK.
The Formula Builder window will appear. You will want to copy and paste the formula listed below into the Formula Builder right-hand panel.
fixed(datediff( "d" , [EntityDemographicDateBirth] , today() )/365.25 , 0 , 0 ) |
Click OK after pasting the formula.
The Demographic grid will now show the AGE column and the age of the client if there is a Date of Birth entered. If no Date of Birth is entered on the Client's profile then the AGE column will show an error #NUM!.
How to filter a column
If you want to see just the clients great than age 65 you will click on Layout, click Show then click Filtering.
Go to the AGE column and click the Filter Selection list and click ≥ Greater than or equal to and type 65 into the space beside.
How to save a custom layout
Next, you will want to save the custom layout so it can be used again in the future.
Click Layout, then New.
You will be asked the Question - 'Create new Layout?' Yes or No. Click YES.
The Grid Options screen will appear. Type in a name for the custom layout. In this example I typed 'Clients > Age 65', then click Save.
How to load a custom layout
In the future you will want to load this custom layout again. To do so, you will click on Layout, then Open.
The Grid Layout screen opens with a list of all of your custom layouts you have created and saved.
Click on the saved layout named 'Clients > Age 65', then click OK.
The grid will now show all clients that are greater than or equal to age 65.
