How Do I Use a Time Series Report?

Changes to data points over increments of time.

Step-by-Step Guide

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

Time Increment

Choose one increment of time to display data over (by day, by week, by month or by year).

Report Sections

Choose the report section(s) you want to report on.

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

Review Report Basics for information on what "Unique" and "Duplicated" mean.

For food banks 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 Food Bank Visit" section on the Personal tab of the client's profile.

The Time Series Report shows unique data only for each data point. For example: If you run a report for a year to determine a count of Served: Individuals (Unique). The data is ONLY unique to each increment data point shown.

Weekly Chart

Monthly Chart

Yearly Chart

Hovering over a specific point will provide the exact stats for sections at that point.

Lines can be removed from the chart by clicking on the colored radio button corresponding to the line you wish to remove.

Click on the Print View button at the top of the page to see the printer-friendly version to print the entire report.

How to print a Time Series report

Click the blue Print View button, top right hand side of the report page
A secondary tab will open, click the Print Popup button on the left hand side
A print options box will appear; complete the fields and click the Print button

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