Where do I start? 1- 2- 3
Here are some steps to quickly get up and running with Cascade.
If you have not done so already, check that Macros are Enabled. See How do I Enable Macros?
Navigate between the pages with the tabs at the bottom of the screen. You may need to scroll the tab bar left or right if a tab is not visible on the screen.
The blue & violet tabs on the left are for teams and multiple people. The green tabs to the right are for the individual reports.
1 Start by entering your client information
Click on the Theme Table tab. This is where you can enter the theme information for all your clients.
2 Select the people for your reports
Click on the Team tab to see the Team Grid. Use the selection menu next to each of the headings for columns A – F to choose the groups of people to include.
Clients must be visible in the Team Grid to appear in the other reports.
3 Browse the team reports
View the next few tabs to see reports for the team or more than one person. The team reports refer to the people visible in the Team Grid.
4 See the individual reports
Click on the Select Name tab, which is like a small dashboard. In the yellow box near the top, choose a name from the drop-down list. All the reports in the tabs to the right will then show the themes for the chosen person.
If you can’t see someone’s name here, check they are visible in the Team Grid. Also, you may need to scroll up to the top of the list.
5 Print the reports
Print the reports by clicking on File then Print in the top menu. See the support pages for different ways to print and save reports to a PDF.