Sections are organized topically. Clicking on the arrow beside the category will show all reporting options about that topic. Clicking the check box beside the heading will include that item in the report.
Hovering over a particular section will give more information on what it means.
Clicking on the "Client", "Household", or "Visit" buttons will automatically check off sections related to those categories.
When in the report, will show a "Report Contents" folder icon on the black left hand navigation. Clicking on a section will allow jumping between sections.
Review Report Basics for information on what "Aggregate report data across the selected agencies" and "Unique" / "Duplicated" mean.
The light blue heading represents the title of the section that was chosen to be reported on.
The dark blue heading describes the section.
The list items appear on the leftmost column and the totals for each organization are listed in sequential columns.
The rightmost column will be the total of all columns combined.
Clicking on the "Tools" button on the right side of each section will reveal other options
Copy: This copies the table contents to your computer's clipboard.
CSV: This exports the table into a CSV file, generally viewed with Microsoft Excel
PDF: This exports the table into a PDF.
Print: This presents a printer-friendly version of the table (press "Esc" on your keyboard to return to the report).
Clicking on "Enable Scrolling" will allow you to scroll to the right if there are more items in the table that are not currently in view.
"Employment Type" for Canadian Food Banks: there is no section in client intake to record employment type. The system is saving employment type as "Full Time" or "Part Time" if the income type is selected either as Full Time or Part Time, irrespective of whether it is the primary income source or not. If the income type selected is neither of those, then it keeps the employment type as either student or none based on the option selected. It is a Student if "Yes" was selected for the "Post Secondary Student" question.
"Self-Identity" will only count "In Canada 10 Years or Less" if it was checked off. It does not verify if the year is indeed within 10 years or less of the date you're reporting on.
For Networks with only ONE location:
When reporting on any of the “New vs. Existing” options, the system will consider the client to be “new” only based on visits to that one agency being reported on.
This means it will NOT use the date in the "First Visit" section on the Personal tab of the client's profile.
In addition to being able to report on all income sources, you can also report by income source parent types in the regional report. This will provide a broader breakdown of categories that each income source has been assigned to.
“Adults”, “Seniors” and “Children” are the only bulk counters that show up in the Statistics report. Each “one” counts as a unique individual and a unique household (eg- 50 Adults would show up as 50 Anonymous Individuals in 50 Anonymous Households on duplicated and unique counts.) Custom bulk categories will NOT be counted in this report, but can be found in the Generic Program Report.
Clicking on the "Convert to PNG" button and then the "Download PNG" button will allow you to save this graph as a PNG (image) file onto your device.
Similar to the Interactive Report, variables can be removed from the donut chart by deselecting a list item. The percentages will re-adjust automatically to still represent a total of 100%. In the second chart, 0-18 years and 60+ have been removed.
Click on the "Print View" button at the top of the page to see the printer-friendly version to print the entire report or save the entire report to PDF.
To print once in Print View, click on
, click on the printer of choice then click Print.
To save as a PDF file when in Print View, click on
, click on Microsoft Print to PDF and then click Print; the report will save as a PDF file on the device being used.
Click on the "XLSX" button at the top of the page to export all of the sections selected into one Excel spreadsheet.