2.10.0 Release Rollout: Reports Updates

Link2Feed has updated the Reporting suite so that users can now run reports on bulk programs and create templates to easily generate reports for frequently used data metrics. This release note will also cover the latest UI changes in Reports for Client Intake, Kids’ Café and Inventory.

In case you missed our webinar about all the improvements in this rollout, check out this recording and slides.

Alternatively, if you would like to request further assistance or report an issue following this release, please reach out to us by submitting a ticket

What’s Changed:

  • A new Bulk Program Report that allows users to report on bulk programs, including a sub-report for each program type and a separate sub-report for totals

  • A new feature to create report templates in the Client Intake and Kid’s Café applications

  • Improved UI in the Client Intake, Kid’s Café and Inventory applications 

Enhancements & Resolved Issues:

  1. Bulk Program Report

The Bulk Program Report is a new type of report consisting of several sub-reports for different program types. For example, if a user runs a Bulk Program Report on Backpack Programs, there will be only one sub-report counting the data of the Backpack Programs. However, if a user runs a Bulk Program Report on Snack Programs and Meal Programs, there will be three sub-reports: Total Bulk Programs, Snack Programs and Meal Programs

Resolved issue: Users can now report on bulk programs without going through the Generic Program Report option. The Bulk Program Report also gives users better access to custom categories. 

For more information, check out the following user manual pages:

Bulk Program Report

How Do I Use a Generic Program Report?

 

2. Report Templates

Users will now have the ability to create templates for their reports within the Client Intake and Kid’s Cafe applications. Templates can be made when creating a new report by clicking on the “Save Template” button. When the template is saved, it will be added to the Report Templates list where users can change the name of the template, modify template settings and create a new export using the saved settings. 

Resolved issue: Report templates allow users to generate reports quickly and easily for frequently used data metrics. Users can reuse custom setup templates to change the dates and items without having to create a brand new report. Common templates can also be easily shared across the organization. 

For more information, check out the following user manual pages:

Report Templates (Intake)

How Do I Create A New Template? (Intake)

How Do I View and Edit Report Templates? (Intake)

How Do I Run A Templated Report? (Intake)

 

Report Templates (Kid’s Café)

How Do I Create A New Template? (Kid’s Café)

How Do I View and Edit Report Templates? (Kid’s Café)

How Do I Run A Templated Report? (Kid’s Café)

 

3. UI Updates for Client Intake, Kid’s Café and Inventory 

3.1  Report Title

The report title text box now extends to full width. 

3.2  Report Description

In the Statistics Reports, we have updated the description of the following reports so that users have a clearer understanding of aggregated reports:

  • Visits: Households Served by Program Name (Unique)

  • Visits: Program Name/Program Type 

In addition, the title of the section has been changed to

  • Visits: Program Name/Program Type (Duplicated).

For more information, check out the following user manual pages:

Report Basics (Intake) 

Report Setup Foundations (Intake)

How Do I Use a Statistics Report?

Report Setup Foundations (Kid’s Café)

3.3  Report Sharing

  • Client Intake and Kid’s Café: Users can only select one of the three following options to share a report.

    • Just Me (default)

    • Me and Users at the Following Organizations. If selected, a searchable text box will appear with the names of all organizations that are using the current application. Users can select multiple organizations to share their report with.

    • Me and the Following Users. If selected, a searchable text box will appear with the First and Last Name of all users that have the Reporter role in the application, at the eligible organizations. Similar to organizations, reports can be shared with multiple users.

  • Inventory: Report sharing is currently not an available feature in the Inventory application.

For more information, check out the following user manual pages:

Report Setup Foundations (Intake)

Report Setup Foundations (Kid’s Café)

3.4  Date Picking and Recurrence

  • Client Intake and Kid’s Café: Users can only select one of the following options when choosing the dates of the report in the “For the Following Cycle” section.

    • Once Only (default). If selected, users will have the option to set a custom range with a start and end date by clicking on “What I Choose”. The “Custom Date Range” will not appear if users choose one of the “Relative Dates” options.

    • Recurring. If selected, users can choose how often they want to run their report under “Recurring”, the “Relative Dates” of their recurring report and when they’d like to start reporting. Custom dates are not available for recurring reports.

  • Inventory: No changes were made to the date picking feature in the Inventory software because it has not been requested. 

For more information, check out the following user manual pages:

How Do I Schedule a Recurring Report? (Intake)

How Do I Schedule a Recurring Report? (Kid’s Café) 

3.5  Organization Picking

  • Client Intake and Kid’s Café:

    • Users can choose organizations for their report by either one of the following options: Name, County, City, Tag, and Group. If “By Name” is selected, users will also see a “Show Inactive” toggle; this gives users the ability to report on historical data for sites that no longer serve clients.

    • “Select All” and “Deselect All” buttons have been added for all options above.

    • The aggregate description has been changed to “One Row Per Organization” and “One Row Total” to make it clearer and more intuitive for users when they choose how to display organizations. 

For more information, check out the following user manual pages:

Report Setup Foundations (Intake)

Report Setup Foundation (Kid’s Café) 

3.6  Program Options

  • Client Intake:

    • “Additional Options” only appears in select reports where there are supplementary variables to report on. For example, if a report has anonymous visits, the option to “Include Anonymous Visits” will be available. Goals or Pathway of Hope reports also have options that are specific to the program.

    • Under “Sections”, sub-reports are now grouped into different categories in alphabetical order where users will be able to expand or collapse. Users will also see a definition of each category when they hover over there.

    • For the Social Services Outcomes Report, there is now a yellow notification bar that reads “Selecting any source(s) restricts the results to only show data for those that had that source(s) selected.”

  • Inventory:

    • Product Sources: If there are more than 16 options for Product Sources, the checkbox will switch to a searchable text box of names. Product Sources only appear on the Status Report.

    • Organizations: If there are more than 16 options for Organizations, the checkbox will switch to a searchable text box of names. Organizations only appear on the Status Report.

    • Measurement Type: Measurement types are now displayed in radio buttons instead of checkboxes.

 For more information, check out the following user manual pages:

How Do I Use a Social Services Outcomes Report? (US Only)

Report Setup Foundations (Inventory)

How Do I Use a Distribution Report?

How Do I Use a Status Report?

 

These updates will be pushed to the test server on Monday, February 14th and released on the live site on Monday, February 28th.