How Do I Manage My Data Groups?

***This page will update shortly to reflect pending Field Changes rollout that will go live on July 11, 2022. You can scroll the page to preview the updated user manual page below.

Step-by-Step Guide

Data Groups give networks the ability to customize value ranges in reports, including age ranges or income ranges. Some food banks would need to change these values if they needed specific ranges for grants or funding. 

    • Go to Reports
    • Click on "Data Groups"

You will see a list of groups that can be customized. 


Data GroupDefinitionAppears in Which Report?
Client AgeThis is used to group based on the age of all household members (individuals).

Statistics Report, Pantry Report, Heat Map Report, Interactive Household Report

Dependent Age

This is used to group based on the age of dependents. It filters on activities where a non-head-of-household member was recorded, and that they were one of child, parent, grandchild, grandparent, relative or sibling, then groups by the age groups in the Dependent Age list.

Interactive Household Report
Partner Age

This is used to group based on the age of partners. It filters on activities where a non-head-of-household member was recorded, and that they were a spouse or girlfriend/boyfriend, then groups by the age groups in the Partner Age list.

Statistics Report
Time in Country
This is used to group based on the length of time since the clients approximate immigration date that was entered in their profile.
Statistics Report
Net Income

This is used to group based on the monthly income and expense amounts listed on the "Monthly Income" page of a client's profile. The data reflects the most recently updated Net Income (monthly income minus monthly expenses) for the Household.


Statistics Report, Interactive Household Report
Age GroupThis is used to group based on the age of all household members.US TEFAP Report (no longer an active report)
    • Click on "Edit"  beside the group you'd like to change.
    • Click on the "Up" , "Down" or "X" buttons to customize the values you'd like to see and in what order. You can enter the numbers manually, as well as add additional values or remove ones not needed.
    • When adding another age range, make sure to not have overlapping values, the next age group should start with the value that comes directly after the Max value of the previous group i.e. Min 0 Max 3, Min 4 Max 7, Min 8 Max 11 and so on.
    • Click "Save"  to save your changes.

Permissions

Please note these changes can only be done by the Network Administrator. All changes will affect reports run by all agencies within that network.


***PENDING USER MANUAL CHANGES BELOW REFLECT FIELD CHANGES ROLLOUT - EFFECTIVE JULY 11, 2022


Step-by-Step Guide

Data Groups give networks the ability to customize value ranges in reports, including age ranges or income ranges. Some food banks would need to change these values if they needed specific ranges for grants or funding. 

    • Go to Reports
    • Click on "Data Groups"

You will see a list of groups that can be customized. 


Data GroupDefinitionAppears in Which Report?
Client AgeThis is used to group based on the age of all household members (individuals).

Statistics Report, Pantry Report, Heat Map Report, Interactive Household Report

Dependent Age

This is used to group based on the age of dependents. It filters on activities where a non-head-of-household member was recorded, and that they were one of child, parent, grandchild, grandparent, relative or sibling, then groups by the age groups in the Dependent Age list.

Interactive Household Report
Partner Age

This is used to group based on the age of partners. It filters on activities where a non-head-of-household member was recorded, and that they were a spouse or girlfriend/boyfriend, then groups by the age groups in the Partner Age list.

Statistics Report
Time in Country
This is used to group based on the length of time since the clients approximate immigration date that was entered in their profile.
Statistics Report
Net Income

This is used to group based on the monthly income and expense amounts listed on the "Monthly Income" page of a client's profile. The data reflects the most recently updated Net Income (monthly income minus monthly expenses) for the Household.


Statistics Report, Interactive Household Report
Age GroupThis is used to group based on the age of all household members.US TEFAP Report (no longer an active report)
Monthly Household IncomeThis is used to group based on the reported household monthly income. The data reflects the most recently updated Monthly Household Income.Statistics Report, Interactive Household Report
    • Click on "Edit"  beside the group you'd like to change.
    • Click on the "Up" , "Down" or "X" buttons to customize the values you'd like to see and in what order. You can enter the numbers manually, as well as add additional values or remove ones not needed.
    • When adding another age range, make sure to not have overlapping values, the next age group should start with the value that comes directly after the Max value of the previous group i.e. Min 0 Max 3, Min 4 Max 7, Min 8 Max 11 and so on.
    • Click "Save"  to save your changes.

Permissions

Please note these changes can only be done by the Network Administrator. All changes will affect reports run by all agencies within that network.