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_".
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)
Example report:
Create a Report, the display name must be target_calculation_transactional
Add Row. The first row added should be your active clients, as this is what the targets are based on.
Add the following rows. The display name must be from the Target Variables.
Eg. "target_diagnostic_bloods": calculates the target for global variable "target_diagnostic_bloods"
Do this for all the transactional variables.
If the name is not matching any global variable, it will be ignored.
Once all the rows are created, go to Setup Wizard, and down the bottom to where the targets are.
Click "Set Targets". Displayed will be all the Targets that have been successfully set.
