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Scribe Report Review Trainer: Tonya Dawson. Scribe Report Review Trainer: Tonya Dawson.

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Presentation on theme: "Scribe Report Review Trainer: Tonya Dawson. Scribe Report Review Trainer: Tonya Dawson."— Presentation transcript:

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2 Scribe Report Review Trainer: Tonya Dawson

3 Agenda What is Scribe? Scribe Terminology Reporting Data Integrity
Form Letters Individual Batches

4 What is Scribe? Report Form Letters Statements
S8 Check / ACH statement Formats

5 Scribe Terminology Data Source - A grouping of data for specific reporting purposes. Data field - A piece of information that is pulled from the WinTen2+ database and can be inserted into form letters/reports. Parameter – A specific piece of information that is passed to the form letter/report so that the letter/report will print with the appropriate results, i.e. the Program Type is passed to the form letter so that the letter reflects the information from that program type.

6 Scribe Terminology Continued
Tickler – Feature that tracks due dates on letters sent by your housing authority. Filter - The ability to narrow your data grouping to a more limited set of desired results. For example, a notice needs to go to everyone in Project 1, so the filter would be “project = 1.” Sub-report - A collection of data from a different data source that can be inserted in your main report.

7 Data Integrity

8 Related TU Courses 308/333 – Scribe Basics
380 – Scribe Advanced Scribe Training 401 – Advanced Application/Intake Processes 613 – Tenmastery Archive: General

9 Job Aids Scribe Data Filters Configuring Compound Filters in Scribe
Conditional Formatting Recently Viewed Scribe Reports Creating a Mailing Label Creating a Packet Designer Keyboard Shortcuts Select Multiple Reports Statistics Reports

10 Questions?

11 Thank you!


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