How Do I Use an Interactive Household Report?

Owned by Stephanie McLean (Unlicensed)
Last updated: 21 Mar, 2023 by Tracey Murphy-Marshman

Pivot/cross-tabulate demographic and visit data.

Step-by-Step Guide

See Report Setup Foundations for information on basic setup steps for all reports.

  • Click on the "Create Report"  button
  • Your report will be found in your "Report Inbox".


Review Report Basics for information on what "Aggregate Report Data Across the Selected Agencies" and "Unique"/"Duplicated" mean.

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.

Interactive Report

When in the report, a "Report Contents" section will appear on the left hand navigation. Clicking on a section will allow jumping between sections.

The Interactive Report includes a data table with counts and percentages. The graph only includes the top 8 items, while the table includes all of the items in the field. The graph will only total up the percentages of the top 8 items; this may not equal 100%.

The percentage calculations are rounded to 2 decimal places, which may result in a percentage total slightly above or below 100%. The results for the graph and data table are ordered by count (highest to smallest), not alphabetical order. If two items have the same count, it will then be listed alphabetically. 

You can click on "Pivot"  at the end of the row to isolate that item. You can also achieve this by clicking on a section in the graph.

The report is divided by each key metric. It can be shown as grouped or shown as stacked.

When starting to cross-tabulate, each key metric's title will adjust to show what the section has been filtered by.

In case this, the income sources has been filtered by household members between the ages of 25-35 and household members who are female. To remove a filter, click on the blue button with its title . To remove all filters, click on the "Remove All"  button.

Hovering over a certain list item within the report will indicate the name of the item and how many people fit within that category. 

Certain list items can also be removed as a variable. Click on the circle beside the list item to remove it from the report In the example above, Child Tax Benefit, No Income and Cpp have been removed. 

Clicking on the "Tools"  button on the right side of each section will reveal other options 

  • Copy: This copies the table content 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 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.

Printing

If you want to print the entire interactive report, it will not all show on regular 8.5x11 paper. We would recommend using legal sized paper (landscape orientation) to see the full length of the graphics. You may also have to extend your margins to the furthest edges to see the full graph.


Definitions of report sections

Age Group: Individuals (Unique)

Reports on the age of all individuals who received services during the reporting period. This is a unique count, so each individual is only counted once, regardless of the number of times they received services during the reporting period.

City: Individuals (Unique)

Reports on the city of residence of individuals who received services during this reporting period. This is a unique count, so each individual's city of residence is only counted once, regardless of the number of times they received services during the reporting period, and the data reflects the most recently updated individual's status.

County: Individuals (Unique)

Reports on the county of residence of individuals who received services during this reporting period. This is a unique count, so each individual's county of residence is only counted once, regardless of the number of times they received services during the reporting period, and the data reflects the most recently updated individual's status.

Dietary Considerations: Individuals (Unique)

Reports on all the dietary considerations listed for individuals who received services during the reporting period. This is a unique count, so all dietary considerations are counted only counted once, regardless of the number of times the individual received services during the reporting period, and the data reflects the most recently updated individual's status.

Education (Country): Individuals (Unique)

Reports on the country of highest education for the individual who accessed services. This is a unique count, so each individual's country of highest education is only counted once, regardless of the number of times they visited during the reporting period. NOTE: This data is collected for the primary client ONLY and is not reflective of all household members.

Education (Highest): Individuals (Unique)

Reports on the highest education level for the individual who accessed services. This is a unique count, so each individual's education level is only counted once, regardless of the number of times they visited during the reporting period. 

Employment: Individuals (Unique)

Reports on the employment type for individuals who accessed services. This is a unique count, so each individual's employment type is only counted once, regardless of the number of times they accessed services during the reporting period. 

NOTE: "Employment Type" for Canadian Food Banks: there is a 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. The employment type is a Student if "Yes" was selected for the "Post Secondary Student" question.

Ethnicity: Individuals (Unique)

Reports on all ethnicity types selected for individuals who received services during the reporting period. This is a unique count, so an individual's ethnicity is only counted once, regardless of the number of times they visited during the reporting period.

Gender Identity: Individuals (Unique)

Reports on the gender identities of individuals who received services during the reporting period. This is a unique count, so each individual's gender identity is only counted once, regardless of the number of times they received services during the reporting period.

Household Size: Individuals (Unique)

Reports on the total number of individuals in households that received services during the reporting period. This is a unique count, so each household is only counted once, regardless of the number of times they received services during the reporting period, and the data reflects the most recently updated household size.

Housing Type: Individuals (Unique)

Reports on the housing types of households that received services during the reporting period. This takes the "Housing Type" for the household and applies it to each individual. If a household had the "Housing Type" of "Private Rental" and there were 4 individuals in the household, all four individuals would be classified under "Private Rental".

Income: Monthly Household Income: Individuals (Unique)

Reports on the total monthly income for households that received services during the reporting period. This is a unique count, so each household is only counted once, regardless of the number of times they received services during the reporting period, and the data reflects the most recently updated Monthly Household Income for the Household.

Income (Net): Individuals (Unique)

Reports on the monthly net income (monthly income minus monthly expenses) for households that received services during the reporting period. This is a unique count, so each household is only counted once, regardless of the number of times they received services during the reporting period, and the data reflects the most recently updated Net Income for the Household.

Income Sources (Primary): Household (Unique)

Reports on all the income sources for the whole household. This is a unique count where each household is only counted once, regardless of the number of times they received services during the reporting period. The data reflects the most recent visit for the household. This takes the "Primary Income" for the household and applies it to each individual. If a household had the "Primary Income" of "Full-Time Employment" and there were 4 individuals in the household, all four individuals would be classified under "Full Time Employment".

Individuals: New vs. Existing (Unique)

The number of "Individuals" who received services for the first time prior to the reporting period is counted under "Existing" and the number of "Individuals" who received services for the first time in the reporting period is counted under "New".

NOTE: To determine this, the system first checks the individual’s "First Visit", if it is listed as "Today" or "Specific Date" and that date is prior to the start of the reporting period, the client will be counted as "Existing". If "First Visit" is listed as "Unknown", the system will then check the individual’s visit history. If their first visit was prior to the start of the reporting period, they will be counted as "Existing". If it was after the start of the reporting period, they will be counted as "New".

Languages: Individuals (Unique)

Takes the "Languages" of the household and applies them to each individual. If a household had the "Language" of "English" and there were 4 individuals in the household, all four individuals would be classified under "English".

NOTE: Households can select multiple languages, so this number will not match the number of unique households served.

Referred By: Individuals (Unique)

Reports on the sources of referral (how they found out about your services) for individuals who received services during the reporting period. This is a unique count, so each individual is only counted once, regardless of the number of times they received services during the reporting period.

This takes the "Referred By" for the household and applies to each individual. If a household had the "Referred By" of "Social Worker" and there were 4 individuals in the household, all four individuals would be classified under "Social Worker".

Self Identifies As: Individuals (Unique)

Reports on the self-identification of all individuals who accessed services during the reporting period. This is a unique count, so each individual is only counted once, regardless of the number of times they accessed services during the reporting period.

NOTE: The graph shows each "Self-Identifies As" option as a percentage of total unique "Individuals".

Visits: Number of Visits: Individuals (Duplicated)

Reports on the number of visits per individual during the reporting period. Labels show the number of visits and the count below is the number of "Individuals" who have visited that many times. If an individual has visited 5 times during the reporting period, they will only be counted under the 5 column and not under columns 1, 2, 3, or 4. Each individual is only counted once.

Visits: Referred To: Individuals (Unique)

Takes the "Referred To" for each visit and applies it to each individual. If a household had the "Referred To" of "Goodwill" and there were 4 individuals receiving services at that visit, all four individuals would be classified under "Goodwill".

ZIP/Postcode: Household

Reports on the number of households by ZIP/postal code during the reporting period. This is a unique count, so each household is only counted once, regardless of the number of times they received services during the reporting period.