How to Enter Your Aggregate Data  

Step 1: Open the Aggregate Data Module 

  1. Navigate to the Performance module within Clients, where you will enter your aggregate data. 

  1. Click Aggregate Data, then select New to begin a new data entry session. Complete required fields in the New Event pop-up. 

 


Step 2: Enter Your Data 

  1. Input your numbers into the fields provided. 

  1. Ensure each section has the same Total client count. 

 

Step 3: Review and Submit 

  1. Click Submit. The status will change to Submitted, and the page will lock to prevent further editing. 

 

Step 4: Check Populated Data 

  • After submission, click Back to return to the Performance page The "Actual" field will now reflect the total number you entered in the Aggregate Data page. 

  • The Var column will show the difference between the Goal and the Actual numbers. 

 

Key Notes 

  • Data Entry Is Manual: The system will not auto-populate from other modules (e.g., Client List). 

  • Totals Must Match: Ensure that subcategory numbers sum to the total to avoid errors.