This report is created so the system automatically updates the targets as the business grows, or by request. This is based on how many active clients per year.
The process is loading every report that begins with "target_calculation_"These Reports are created in Settings > Target Reports.
The value of each row (Display Name) that is matching a global variable (name) is set as the new value of this variable.
The idea is to create a report for each set of target variables, e.g. one for APL targets, one for financial targets and one for transactional (product) targets, so each report can released separately.
It can be triggered by pressing the "Set Target" button in Setup Wizard or by running a command (e.g. monthly using webcron)
These Reports are processed from the top down. The rows last row overwrites the previous one so that the default target report/ targets can be overridden by user reports/targets without changing the default report.
A Target Report can be created from a normal report by copying the normal report and checking the "Copy as Target Report" checkbox. A normal report can also be created from a Target Report by doing the same process.
Example report:
Create a Report, the display name must be target_calculation_transactional
In Settings, click "Target Reports", and "Create new Report".
Add Row. The first row added should be your active clients, as this is what the targets are based on.
...
Click "Set Targets". Displayed will be all the Targets that have been successfully set.
Example of copying a normal Report to be a Target Report:
