Doc. Number | Article Title | Effective Date | Version |
FHC-XX | States Report | January 24, 2025 | 1.2 |
This article was developed to describe the "States" Report, one of many reports available within the Reports tab in the ForthCRM. The States Report allows management to track the number of enrolled and dropped clients by State.
To access the States Report, click on the Reports tab and click the "States" option, as shown below.
Using the States Report
The report can be filtered by date range by entering Start and End dates, or you may use the Range Selector option to select a predefined range (see the dropdown menu selection shown on the top left of the image shown below). Also, the Campaign can be selected to filter contacts assigned to the specified campaign in addition to the date range selected.
After selecting the desired options, clicking the Filter button will list Enrolled and Dropped contacts by the state in which the contacts reside.
Also, the report lists the Dropped Rate by state. The number of enrolled and dropped contacts in each State is listed in parenthesis to the right of the State Name.
Article Version History:
Version | Effective Date | Description |
Basic | 12/21/2018 | Initial Release |
0.1 | 04/28/2021 | Minor Edits |
1.0 | 02/16/2023 | Added header and version control footer; Refreshed screenshots to reflect the current Forth user interface and to improve legibility. |
1.1 | 01/29/2024 | Refreshed the second screenshot to reflect a more recent example. |
1.2 | 01/24/2025 | Refreshed the first screenshot and made minor grammatical updates. |