IDD Type A/Type B Report Filter

Directions

1. In myEvolv, navigate to Reports > NX Custom Reporting > Custom Reporting.
2. Find the report called "IDD Type A/Type B Report" and launch it.
3. In the new tab, select the dates based on the month you want to run the report for. Be sure to select the same dates for both date ranges. NOTE: End date must be one day after the last day you really want. For example, if you want to run the report for the month of October, set the end date to November 1.
4. If you want to filter for a specific program clients are enrolled in, be sure to enter the program name filter in both inputs.
5. Click "Run as CSV".
6. Select the downloaded CSV below and click "Upload". The report will be filtered and formatted correctly (this will likely take a minute or two).
7. Once the report is filtered and formatted, click the "Download" link to download it to your computer.