DIY Recipe 16 Payment or Entitlement by Financial Year

Step-by-step guide

1. Open the list of Reports, which is found under the CLASS Menu ‘Reports and Accountability’ (bottom left corner of CLASS). Next click menu item ‘Reports’ (top left menu).
2. Search for then select the DIY report template with the Display name: “DIY Service Client”
3. Set the ‘Start Date’ and ‘End Date’ (alternatively select a ‘Rolling Date Range’)
4. Set ‘Additional Reporting Dates’ to ‘Service Date (Completed Service)’
5. Under Funding Categories, select all (unless you only want to look at a specific funding category).
6. 6. Open the Field List by clicking the Customise button in the top right
7. 7. Drag ‘No Of Service’ into ‘Drop Data Items Here’
8. 8. Drag all of the following fields to ‘Drop Row Fields Here’ (NOT in ‘Drop Column Fields Here’)
9. Service Type
10. Payment Or Entitlement
11. 9. Drag ‘Financial Year’ into ‘Drop Column Fields Here’ (NOT in ‘Drop Row Fields Here’)
12. 9. Make sure the fields are in the correct order and match the image
13. 10. Click ‘Load Report’
14. 11. Save and Share as required.

 

Image of how the report should look after clicking Load Report: