I've created a client subset. How do I use the "* Last Client View" to find the number of counseling hours provided to this group of clients? Or the number of loans obtained by them?
The key to restricting client activity records to just those that are associated with a specific subset of clients is the "* Last Client View" filter. This filter is available from the record summary view of any type of client activity form (counseling session, investment, milestone, award, or custom activity unique to your database) and it restricts the activity records to just those that are associated with the client records in the client subset. For example, if you were to view inactive clients from the client summary view and then filter award records by "* Last Client View," only awards belonging to inactive clients would display.
But before you can successfully use the "*Last Client View" filter, you must first make sure that the very last view displayed in the Clients/Pre-clients record summary view is of the client subset. Once you've generated your client subset, select View|<client activity record type> to open the record summary view of the client activity you are interested in. Then, select the "* Last Client View" option from the top drop-down menu, as shown in the next graphic.
This restricts the display of client activity records to only those that are associated with the clients in your subset. However, it's important to keep in mind that the criteria in the record status filter box (shown in the next graphic) is also a factor in the resulting record display. In other words, the "* Last Client View" filter and the criteria in the record status filter box combine to further restrict your results. So be sure that date range, funding source, and so on are all in line with what you are trying to achieve.
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The "* Last Client View" drop-down option is available from the Views menu of a client activity summary view if the most recent client summary view represents client records that have been filtered by:
- A subset (whether created by you or one of the pre-defined default views (e.g. active, inactive, pre-clients)
- A quick search
- The active client base of the DLA 1806 Report (available by clicking line item 7a or 7b from the worksheet) and other various worksheet outputs
Unlike the other views available as drop-downs from the Views menus, the "* Last Client View" is not restricted to records from the current active center. It will display all records related to the previously displayed client records, regardless of the centers they belong to.
When you have just the right combination of filter parameters in place, scroll to the bottom of the record summary view and you will see summary information for the records that meet your client subset and filter box criteria. You can also run any available report for these resulting activity records.