How Do I Use an Interactive Household Report?

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.


Sections

Unless it says otherwise, sections in this report are unique counts, not duplicated.

NAMESUMMARY
Age Group: Household

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

City of Residence

Reports on the city of residence of households who received services during this reporting period. This is a unique count, so each households 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 household status for the family.

County of ResidenceReports on the county of residence of households who received services during this reporting period. This is a unique count, so each households 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 household status for the family.
ZIP/Postcode: HouseholdReports 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.
Education (Highest): Client

Reports on the highest education level for the client who accessed services. This is a unique count, so each clients education level 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 (Country): Client

Reports on the country of highest education for the client who accessed services. This is a unique count, so each clients 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.

Employment: Client

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

"Employment Type" for Canadian Food Banks: there is o 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.

Gender Identity: Household

Reports on the gender identities of all members of the household that received services during the reporting period. This is a unique count, so each household members gender identity is only counted once, regardless of the number of times they received services during the reporting period.

Housing Status

Reports on the housing status of 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 Housing Status for the Household.

Dietary Considerations: Household (Duplicated)

Reports on all the dietary considerations listed for households that received services during the reporting period. This is a duplicated count, so all dietary considerations are counted for each time services were received during the reporting period. NOTE: Households can select multiple dietary considerations, so this number will not match the number of duplicated households served.

Dietary Considerations: Household

Reports on all the dietary considerations listed for households that received services during the reporting period. This is a unique count, so all the dietary considerations for each household are only counted once, regardless of the number of times the household received services during the reporting period, and the data reflects the most recently updated Dietary Considerations for the Household. NOTE: Households can select multiple dietary considerations, so this number will not match the number of unique households served.

Ethnicity: Household

Reports on all ethnicity types selected for all members of the household who received services during the reporting period. This is a unique count, so each persons ethnicity is only counted once, regardless of the number of times they visited during the reporting period.

Self Identity: Household

Reports on the self identification for all household members accessed services during the reporting period. This is a unique count, so each member is only counted once, regardless of the number of times they accessed services during the reporting period.

Languages: Household

Reports on all languages listed on the household profile. This is a unique count, so each households languages are only counted once, regardless of the number of times they received services during the reporting period. NOTE: Households can select multiple languages, so this number will not match the number of unique households served.

Household: Size

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.

Household: Dependents (Total)Reports on the total number of individuals other than the primary client household that received services during the reporting period. This is a unique count, so each dependent 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.
Income: Monthly Household IncomeReports 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 Sources (Household):

Reports on all the income source 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.

Income (Net): Household

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.

Referred By

Reports on the sources of referral (how they found out about your services) for all households who 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.

Referred To (Duplicated)

Reports on all referrals given to households who accessed services during the reporting period. This is a duplicated count, so all referrals are counted for each visit during the reporting period. NOTE: Multiple referrals can be given for each visit, so this number will not match the number of duplicated clients served.

Visits

Reports on the total number of households and individuals served by number of visits during the reporting period. This is a unique count, so a household is only counted under the category for the total number of visits they have had. For example, if a household has visited 5 times during the reporting period, they will be counted under the "5" column (not under the columns for 1 - 5). The total people served by number of visits counts each member of the household.

Visits: Agencies Attended

Reports on the total number of visits made per household per agency during the reporting period. This is a duplicated count, of all household visits to each agency for the total number of visits they had. For example: if a household has visited 5 times during the reporting period, they will be counted under the "5" column and not under the columns for 1, 2, 3, 4 and 5.

Visits: Provided Food (Duplicated)Reports on the counts of each type of food provided during the reporting period. This is a duplicated count, so all food items are counted for each time the household received services during the reporting period.
Visits: Provided Items (Duplicated)Reports on the counts of each type of item provided during the visit period. This is a duplicated count, so all items are counted for each time the household received services during the reporting period.
Visits: Program Name (Duplicated)

Reports on the total number of visits to each program offered during the reporting period. This report includes anonymous visits and will not match duplicated households served.

Visits: Visit Reason (Duplicated)

Reports on the Visit Reasons provided by Households during the reporting period. This is a duplicated count, so all reasons are counted for each visit during the reporting period. NOTE: Multiple reasons can be given for each visit, so this number will not match the number of duplicated households served.