Updating Client Statistics

Statistics are updated for all clients during a single period.

About this task

The Calculated column lets users know if an update has been performed on a defined period.

Client statistics can also be updated automatically using the Update Client Statistic job type in Schedule Job Agent.

Procedure

  1. Click File > Ancillary Data > Para > Client > Client Statistics.
  2. Click the Update tab.

    Client Statistics dialog box open to the Update tab with four periods listed.
  3. In the Year Beginning list, click the year containing the period.
  4. In the list of periods, click the period to be updated.
  5. Click Update.
    A progress bar at the bottom of the dialog box shows the update progress. When the update completes, the selected period shows Yes in the Calculated column.
  6. Click Close.