Step-By-Step Guide to generating BenchMark reports
11/09/2009 00:00:00

To get to the following screen, we presume you have either pressed report from the data entry screens in BenchMark, or you have selected to produce a report through IRIS.

The first step is to choose the type of report.  This will either be Marketing Letters or Non-sector specific reports.

Marketing Letters – You can create these for an unlimited number of clients, they are designed to be a letter you send in the post.

Non-Sector Specific Reports – These are the main reports which you will use for a client, and the option we will be selecting now.

My Reports – You shouldn’t select this unless you have been editing the reports for your practice.  This is a very advanced feature on BenchMark and cannot be covered here (and relates to the copy/edit report buttons on this screen).

Once you’ve selected the report type, you need to pick the individual report.

To keep things simple we will just select the One Page Performance Improvement Plan (OPPIP). There is (or will be soon) a full break down of the reports on the BenchMark website.

Next click on check results (do not tick any of the search options)

The results count will be shown on the bottom right.

When you move your mouse over each SIC or Activity number a pop up will show you exactly which category that count relates to.

Ideally you always want to select the most specific set of results with sufficient data, which will be automatically selected for you.

If there is a lot of data you can start using some of the search options on the left.

Remember, each search option you tick will restrict the search.  If you tick everything you will almost certainly get no results.

Once you are happy click the ‘Get Report’ button.

The report will display on screen and allows you to print it, save it to pdf for archiving or email purposes, or you can choose to send the report to word so that you can edit the content of the report.