Assignment Profile Options Tab¶
The Options tab appears when you create a new report or modify an existing report. Use these controls to customize the structure of your Assignment Profile report.
Sort by:¶
Choose how you would like to sort your Assignment Profile report. It can be sorted by Assignment name, Site name, Place name, Cluster name, or Assignment Status. If you do not use the Assignment Cluster feature (or the field is hidden in your account), you will not see this option. If the Cluster field has been renamed in your account, the sort options will show the name you have given this field.
The sort options you select control the layout of the Summary Pages and the ordering of the Assignment Detail pages that follow. Here is how the Summary Pages will appear for each sort option:
Assignment Name¶
This option sorts the Summary Pages with all Assignments listed alphabetically by name. If two Assignments have the same name, the Assignments are sorted alphabetically based on the name of the Site they appear under. Here is an example of how this appears on the Summary Pages when all the fields are included:
- Assignment Name [Site Name/Place Name] - Cluster Name
Coordinator Name
Coordinator Name
When inactive Assignments are included in the report, "(Inactive)" will appear directly after the name of inactive Assignments.
Site Name¶
This option sorts the Summary Pages alphabetically by the name of the Site and then alphabetically by Assignment name underneath each Site. Here is an example of how this appears on the Summary Pages when all the fields are included:
Site Name
• Assignment Name [Place Name] - Cluster Name
Coordinator Name
Coordinator Name
When inactive Assignments are included in the report, "(Inactive)" will appear directly after the name of inactive Assignments.
Place Name¶
This option sorts the Summary Page alphabetically by the name of the Place and then alphabetically by Assignment name underneath each Place. Here is an example of how this appears on Summary Pages when all the fields are included:
Place Name
• Assignment Name [Site Name] - Cluster Name
Coordinator Name
Coordinator Name
When inactive Assignments are included in the report, "(Inactive)" will appear directly after the name of inactive Assignments.
Cluster Name¶
This option sorts the Summary Page alphabetically by the name of the Cluster and then alphabetically by Assignment name underneath each Cluster. If the Cluster field has been renamed in your account, this option will show whatever you have named the field. If two Assignments have the same name, the Assignments are sorted alphabetically based on the name of the Site they appear under. Here is an example of how this appears on the Summary Pages when all the fields are included:
Cluster
• Assignment Name [Site Name/Place Name]
Coordinator Name
Coordinator Name
When inactive Assignments are included in the report, "(Inactive)" will appear directly after the name of inactive Assignments.
Assignment Status (Active/Inactive)¶
This option sorts the Summary Page into Active and Inactive statuses and then alphabetically by Assignment name underneath each status. If two Assignments have the same name, the Assignments are sorted alphabetically based on the name of the Site they appear under. Here is an example of how this appears on the Summary Pages when all the fields are included:
Active
• Assignment Name [Site Name/Place Name] - Cluster Name
Coordinator Name
Coordinator Name
Inactive
• Assignment Name [Site Name/Place Name] - Cluster Name
Coordinator Name
Coordinator Name
If Description Tab Fields Are Blank¶
Choose whether or not you want the report to include Assignments where the fields on the Assignment's Description tab are blank. By default, the Description tab fields are named Duties, Qualifications and Directions, but these may have been renamed in your account.
All three fields must be completely blank in order for that Assignment to be omitted. For example, if the Qualifications field has text in it but the Duties and Directions fields are blank on a certain Assignment; this Assignment will still be included on the report even if you choose to omit Assignments where the fields are blank.
Summary Pages¶
Choose whether or not you want the report to include Summary Pages. The Summary Pages include just the Site, Place, Assignment and/or Cluster information, plus Coordinator names, depending on the options you select on the Options tab and on the Fields tab of the report.
Include Coordinators¶
If Summary Pages are included, select whether or not you want the Coordinators' name to be included under the Assignments they are assigned to. Even if you select not to include Coordinator names on the Summary Pages, you can still select to include Coordinator information on the Assignment Detail pages.
Include Only the Summary Page(s) in This PDF¶
Check this option if you only want the Summary Pages included in the Assignment Profile report. Leaving this option un-checked will make your Assignment Profile report include both Summary Pages and Assignment Detail pages.
When you're finished choosing the Options for your report, click the Next button to continue to the next step.