Using the Council Report Feature
This report will allow you to import/export information from system ContrOCC used by some UK councils.
How to Access the Council Report Feature
To access the council report feature, simply navigate to the Client reports / Visits - By Product section. Once there, you will see two new options in the Actions dropdown menu.
Getting Started with the Council Report
In order to use the council report, you will need to first import ContrOCC actuals export (CSV). This is necessary because the report requires values to exist for previously added client custom data fields. These values can also be entered manually via the edit client profile service tab.
Generating the Council Report
Once you have imported the necessary data, you can generate the council report by selecting the Download council report CSV option from the Actions dropdown menu. However, it's important to note that in order for this to work, you will need to select a valid time range from the date pickers.
The council report is a weekly report that covers Mondays to Sundays. If a longer or shorter time period is selected, or if the start date is not on a Monday and the end date is not on the following Sunday, you will receive an error message.
