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A Few Examples of How Tallies are Used

Example 1:

I want to run a report on Friday Calls to see how many times they are scheduled, how can I do this?

The first thing you will need to do is create a new tally. You will want to set up the tally to count the sum of units worked. You will then want to add your call assignment(s), add a weekly recurrence pattern, and then check Friday as the only day to count. Assign a unit that will be counted when the report is generated.

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Example 2:

Starting on 1/1/2014, call will be counted differently. How can I update this so my reports reflect accurate information?

To accomplish this, you will want to go into your tally and add an end date to the assignment on the last date that the old count should exist. Next, you will want to add the same assignment into the tally with the start date of the new count.

See example below. A Call is counted as 1.0 from 1/1/2010 and then on 1/1/2014, A Call is counted as 1.5

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Example 3:

want to run a report that looks at hours, how do I do this?

This first thing you will need to do is create a new tally. You will want to set up the tally to count sum of hours for each slot. You will then want to add your assignment(s) and add the day(s) that you want to sum hours for.

A_Few_Examples_of_How_Tallies_Are_Used_3.png

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