Difference between revisions of "KPI Report Designer"

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=Introduction=
 
=Introduction=
  
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The KPI (Key Performance Indicators)report designer allows you to quickly and easily design a report with key statistics from your projects including referrals, contacts, terminations, attendances and some outcomes. The report designer is broken down into 4 key steps (step 4 for advanced analytics).
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The KPI (Key Performance Indicators)report designer allows you to quickly and easily design a report with key statistics from your projects including referrals, contacts, terminations, attendances and some outcomes. The report designer is broken down into 4 key steps (step 4 for advanced analytics). You can also view a webinar on this topic (see below)
  
 
*Step 1 - Choosing an existing report, creating a new report and module refinements.
 
*Step 1 - Choosing an existing report, creating a new report and module refinements.
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*Step 3 - The Report.
 
*Step 3 - The Report.
 
*Step 4 - Drilling down on the data, mail merges and extracting data ([[Blue Folder Lookup]]).
 
*Step 4 - Drilling down on the data, mail merges and extracting data ([[Blue Folder Lookup]]).
 +
 +
{{#ev:youtube|Oy1IjUHa9Ps|790}}
  
 
=Step 1=
 
=Step 1=
  
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[[File:cl_KPIRD_2.png|border]]
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Once you land on this page there are effectively two options: choose from a saved report, or design a new one.
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On this step there are various tabs and options available
 
  
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===Existing Reports Tab===
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===Choose from existing saved report===
  
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The 'Existing Reports' tab displays any report templates save during step 2.  To run a save report simply specify the report start and end dates and click run.  This will display the report on screen jumping straight to step 3. The export summary will create a spreadsheet version of the report. To delete the save template click on the red dustbin icon on the right and select delete report.  If you wish to make changes to the saved report click on the name of the report which will take you to step 2 where you can add/remove KPI's and re-save the template.
+
Your saved reports will be listed and you can simply click on the chevron to edit the date range, or go straight to ''Display in Browser'' or ''Export Summary.'' Clicking on ''Export Summary.'' will download the report directly into Excel, rather than displaying in browser. This allows you to create your own graphs/charts if you wish. You can also Edit a report to change the criteria of a previously saved report. There is also a filter option if you have a large number of saved KPI reports. Note that saved KPI reports can be restricted to different user Groups which could mean different departments only see reports which are relevant to them.  
  
 +
[[File:KPIMain.png]]
  
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[[File:KPI_existing.PNG]]
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===Design New Report Option===
  
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===General Report Criteria tab===
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Here you will choose from the preliminary options on the KPI. Essentially, deciding on the date range, the project, the type of record and then filtered options from those records. After this stage, you will then delve into the KPI by choosing the actual measurements and indicators based on what you select from this screen.
  
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[[File:cl_KPIRD_3.png|border]]
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[[File:KPIreportselection.png]]
  
  
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*'''Start Date''' - Specify the start date of the reporting period.
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*'''Fixed Date Range''' - Allows you to pick a custom date range
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*'''Start Date''' - Specify the end date of the reporting period.
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*'''Calculated Date Range''' - Allows you to choose from a range of presets such as Last Quarter, This Quarter, This Month, Last Month etc. If you decide to save the report it will always calculate the date range you initially selected. Meaning it will always run for "Last Quarter" so you will not have to change the date range yourself.  
 
*'''Project''' - You can select all active projects using the top option, a single project or multiple projects (select the 1st project and hold down the Ctrl button on the keyboard whilst selecting additional projects, release when done)
 
*'''Project''' - You can select all active projects using the top option, a single project or multiple projects (select the 1st project and hold down the Ctrl button on the keyboard whilst selecting additional projects, release when done)
 
*'''Project Subcategories''' - If you have [[Project Subcategories| subcategories]] for your projects they will be display in this list.  This will add a filter to referral and contact based KPI's only on Step 2.
 
*'''Project Subcategories''' - If you have [[Project Subcategories| subcategories]] for your projects they will be display in this list.  This will add a filter to referral and contact based KPI's only on Step 2.
 
*'''Working Days''' - Some [[Blue Folder Lookup| Blue Folder Lookups]] may contain data based on working days, to update these click the 'here' link to update the [[Bank Holiday Dates| Working Days]].
 
*'''Working Days''' - Some [[Blue Folder Lookup| Blue Folder Lookups]] may contain data based on working days, to update these click the 'here' link to update the [[Bank Holiday Dates| Working Days]].
  
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===Handyperson Criteria tab (requires [[Modules| Handyperson and Invoice Modules]])===
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===Branch Reporting (requires the [[Modules| Branch Module]])===
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On this tab you can select one or multiple cost centres (leave on No Selection By Cost Centre to report on all Handypersons).  To select multiple click on the first cost centre, hold down the CTRL button on your keyboard whilst clicking on further cost centres.  The selected cost centres will be then used as a filter on the Handypersons Tab on Step 2.
 
  
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===Branch Reporting (requires the [[Modules| Branch Module]])===
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[[File:KPIBranchselector.png]]
  
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On this tab you can specify to report on;
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On this section you can specify to report on;
 
*All Branches
 
*All Branches
 
*Selected Branches
 
*Selected Branches
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The selected option will apply this filter to all KPI's on Step 2
 
The selected option will apply this filter to all KPI's on Step 2
  
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===Age Band Check button===
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===Record Type Filters===
 +
 
 +
It is possible that one or more of your projects provides services to different types of people in your system. These would be set up as different types of records. You can add a filter that would either only include certain record types, or it would exclude a particular record type. You can include/exclude the record types by selecting them as seen below. Note that you can select as many record types as you wish.
  
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The 'Age Band Check' button (at the bottom of the page) will update all records on the system, updating the Age Band and School year fields.  This is required to be run if you are running any reports that are project based that included the Age Band (either an Age Band KPI or Data extraction from Step 4).
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[[File:Recordtypefilters.png]]
  
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To run and age band update click the 'Age Band Check' button and then continue on the following page;
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===Organisation & People Filters===
  
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[[File:KPI_abc1.PNG]]
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This option allows you to filter the results of a KPI based on the fields available in your system. In the below example you can see the KPI report will be filtered by records which are in the ''Hereford'' or ''South Herefordshire'' Area '''and''' that are ''Male''. 
  
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This can take from seconds to minutes depending on the number of records on your system.  Whilst it is running you will see the below screen will an animated indicator.
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[[File:organdpeoplefilters.png]]
  
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[[File:KPI_abc2.PNG]]
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Each line represents a new option for the filter.  
  
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When finished you can click the 'Continue' button on the screen below to return to the KPI Report Designer.
+
*'''Condition''' - The first line will always default to the value ''Where''. If you click on the '''+''' icon, you can add more options which can then be selected as ''AND'' or ''OR''.
 +
*'''Field Name''' - This will display a drop-down list of all the available fields in your system. Note this will display all fields which are available, not necessarily the ones you use.
 +
*'''Selection Criteria''' - You can choose from ''Equals'': meaning it will choose that exact match, ''Not Equals'': meaning it will choose everything that isnt that selection. For example, all Ethnicities which are NOT White British, instead of having to select all other ethnicities. ''IN (This, This, This)'': meaning you can choose multiple options.
 +
*'''Selection Value''' - This will correspond to whatever field you have chosen. It will display the results of that particular field so you can filter based on the responses available.
 +
*'''Plus or Delete Icon''' - Allows you to add new filters or delete ones.
  
−
[[File:KPI_abc3.PNG]]
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===Handyperson Filters===
  
 +
On this section you can select one or multiple cost centres (leave on No Selection By Cost Centre to report on all Handypersons). To select multiple click on the first cost centre, hold down the CTRL button on your keyboard whilst clicking on further cost centres. The selected cost centres will be then used as a filter on the Handypersons Tab on Step 2.
  
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===Design New Report button===
 
  
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Click this button will take you to the General Report Criteria tab (see below) to start a new report design.
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===Continue to Next: Choose KPI===
  
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===Continue to Next Step button===
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When you have entered the required criteria on the General Report Criteria, Handyperson Criteria (if required) and Branch Reporting tabs click the 'Next: Choose KPI' button to go to Step 2.
  
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When you have entered the required criteria on the General Report Criteria, Handyperson Criteria (if required) and Branch Reporting tabs click the 'Continue to Next Step' button to go to Step 2.
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=Step 2: Select items to display in the report=
  
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=Step 2: Select items to print in the report=
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On Step 2 you will find a series of sections with the available KPI's that can be selected.  In some case KPI's will be linked to either referrals or by person/organisation.  Referral based KPI's are where the results link back to an individual referral made; Number of referrals or number of contacts.  Person based KPI's are where the results are calculated from multiple referrals; example being number of people/orgs in the time period.  Any person based KPI will omit the referral details on Step 3 as one or many referrals may be included.
  
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On Step 2 you will find a series of tabs with the available KPI's that can be selected.  I some case KPI's will be linked to either referrals or by person/organisation. Referral based KPI's are where the results link back to an individual referral made; Number of referrals or number of contacts.  Person based KPI's are where the results are calculated from multiple referrals; example being number of clients in the time period.  Any person based KPI will omit the referral details on Step 3 as one or many referrals may be included.
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Once you have selected a relevant section, you can click on the chevron to reveal more options. There is also a filter on the left-hand side which will make it easier to find an item you wish to report on.  
  
  
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[[File:cl_KPIRD_5.png|600px|border|thumb|none|KPI Report Designer tabs]]
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[[File:KPISelectionmenu.png]]
  
  
 
===Assessments===
 
===Assessments===
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KPIs based on [[Assessment Forms]] stored on the system (note: Assessment Forms are deprecated)
+
KPIs based on [[Assessment Forms]] stored on the system (note: Assessment Forms are no longer in use)
  
 
===Classification Codes===
 
===Classification Codes===
 
Classification Codes (Age UK Codes for Age UK organisations) are away of collecting contact statistics on support that is required or provided.  Per contact you can add multiple tiered codes.  This section of the KPI will allow you to report on;
 
Classification Codes (Age UK Codes for Age UK organisations) are away of collecting contact statistics on support that is required or provided.  Per contact you can add multiple tiered codes.  This section of the KPI will allow you to report on;
−
*'''Number of Referrals by Classification Code''' - Numbers of referrals, from new or existing clients, by Classification Code. The number next to the folder shows the number of referrals. The contents of the folder show all the codes that have been entered against each referral.
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*'''Number of Referrals by Classification Code''' - Numbers of referrals, from new or existing people/orgs, by Classification Code. The number next to the folder shows the number of referrals. The contents of the folder show all the codes that have been entered against each referral.
−
*'''Number of Referrals By Classification Code Group''' - Numbers of referrals, from new or existing clients, by Classification Code Group. The number next to the folder shows the number of referrals. The contents of the folder show all the codes in that group that have been entered against each referral.
+
*'''Number of Referrals By Classification Code Group''' - Numbers of referrals, from new or existing people/orgs, by Classification Code Group. The number next to the folder shows the number of referrals. The contents of the folder show all the codes in that group that have been entered against each referral.
−
*'''Number of Referrals with Classification Codes Entered''' - Numbers of referrals, from new or existing clients, with at least one Classification Code Group entered. The number next to the folder shows the number of referrals. The contents of the folder show all the codes that have been entered against each referral.
+
*'''Number of Referrals with Classification Codes Entered''' - Numbers of referrals, from new or existing people/orgs, with at least one Classification Code Group entered. The number next to the folder shows the number of referrals. The contents of the folder show all the codes that have been entered against each referral.
  
  
 
===Accessing===
 
===Accessing===
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Generally the "Accessing Service" KPIs look at whether someone has a Contact within the date range specified; if someone has more than one Contact, they will still only be counted/shown once.
+
The 'Accessing' KPI's will count people/orgs that have had a Referral, Update, Extra information or a Club clinic attendance recorded on the history page.  These KPI's will be Person/Org based and the data shown in step 3 will not include referral data.
  
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*'''Amount of Staff Time Spent Per Person/Orgs Accessing Services'''
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*'''Amount of Staff Time Spent Per Person/Orgs Accessing Services''' - Total amount of time spent by staff on client contacts, in the time period specified. Excludes volunteer, handyperson, clubs/clinics and support workers.
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*'''Amount of Staff Time Spent Per Person/Orgs Accessing Services (Including Travelling Time)'''
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*'''Amount of Staff Time Spent Per Person/Orgs Accessing Services (Including Travelling Time)''' - Total amount of work and travel time spent by staff on client contacts, in the time period specified. Excludes volunteer, handyperson, clubs/clinics and support workers.
−
*'''Number of Person/Orgs Accessing Service In The Time Period'''
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*'''Number of Person/Orgs Accessing Service In The Time Period''' - The number of people/orgs who have either been referred or who have been referred earlier but who have had a contact within the time period requested. This number does not exclude terminated people/orgs.
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*'''Total Number of Anonymous Clients & Person/Orgs Accessing Service'''
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*'''Total Number of Anonymous People/Orgs & Person/Orgs Accessing Service''' - The number people/orgs accessing services where the client has either been anonymised or has been entered through the Anonymous Client process. It does not include referrals where there is no associated client record.
  
 
Number of Person/Orgs Accessing Service By
 
Number of Person/Orgs Accessing Service By
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===Clubs & Clinics===
 
===Clubs & Clinics===
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KPIs related to attendance at [[Clubs And Clinics Module|Clubs and Clinics]].
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This page allows you to select KPI's on attendances, memberships and events (occurrences) from [[Clubs And Clinics Module|Clubs and Clinics]]. These KPI's will be Person/Org based and the data show in step 3 will not include referral data.
 +
 
 +
*'''Groups In Project Selection''' - Numbers of groups, for clubs/groups which are linked to the projects selected. No date range checks are used.
 +
*'''Number of Attendances By Group (Members Only)''' - Numbers of groups, for clubs/groups which are linked to the projects selected. No date range checks are used.
 +
*'''Number of Confirmed Attendances By Incomplete Group (Members Only)''' - Numbers of people/orgs who are members of the various groups, at the end of the selected period, for clubs/groups which are linked to the projects selected, irrespective of whether they have attended or not.
 +
*'''Number of Members By Group''' - *'''Number of Members in Project ''' - Numbers of people/orgs who are members the various groups, at the end of the selected period, for clubs/groups which are linked to the projects selected, irrespective of whether they have attended or not.
 +
*'''Number of Members in Project ''' - Numbers of people/orgs who are members the various groups, at the end of the selected period, for clubs/groups which are linked to the projects selected, irrespective of whether they have attended or not.
 +
*'''Number of Members Who Have Attended By Group''' - Numbers of members who have attended at least once, at events taking place in the time period by group, for clubs/groups which are linked to the projects selected. Excludes cancelled events. Excludes Anonymous Attendees.
 +
*'''Number of Non-Attendances By Group''' - Numbers of non-attendances at events taking place in the time period by group, for clubs/groups which are linked to the projects selected. Excludes cancelled events.
 +
*'''Number of people/orgs Attending For The First Time By Group''' - Numbers of people/orgs attending the various groups for the first time during the selected period, for clubs/groups which are linked to the projects selected.
 +
*'''Number of people/orgs on Waiting List By Group''' - Number of people/orgs on the waiting list for the various groups, at the end of the selected period, for clubs/groups which are linked to the projects selected.
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*'''Number of people/orgs Whose First Attendance Was Before the Start Date, By Group''' - Number of people/orgs attending the various groups whose first attendance was before the start date of the report and who have attended since the start of the period, for clubs/groups which are linked to the projects selected.
 +
*'''Numbers of Events By Group (Members Only)''' - Numbers of events taking place in the time period by group, for clubs/groups which are linked to the projects selected. Excludes cancelled events. Excludes Anonymous Attendees.
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*'''Total Number of Attendances (Including Anonymous Attendees)''' - Total number of attendances at events taking place in the time period, for clubs/groups which are linked to the projects selected. Excludes cancelled events. Includes Anonymous Attendees.
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*'''Total Number of Attendances (Members Only)''' - Total number of attendances at events taking place in the time period, for clubs/groups which are linked to the projects selected. Excludes cancelled events. Excludes Anonymous Attendees.
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*'''Total Number of Attendances (Members Only) With Financial Details of Treatments and Activities''' - Total number of attendances at events taking place in the time period, for clubs/groups which are linked to the projects selected. Excludes cancelled events. Excludes Anonymous Attendees. The folder lookup includes financial details of Treatments and Activities.
 +
*'''Total Number of Attendances (Members Only) With Treatments and Activities''' - Total number of attendances at events taking place in the time period, for clubs/groups which are linked to the projects selected. Excludes cancelled events. Excludes Anonymous Attendees. The folder lookup includes which Treatments and Activities each client had.
 +
*'''Total Number of Events''' - Total number of events taking place in the time period, for clubs/groups which are linked to the projects selected. Excludes cancelled events.
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*'''Total Number of Memberships Ending in Period''' - Total number of members who have had their membership ended in the time period, for the projects selected.
 +
 
 
===Contacts===
 
===Contacts===
 
KPIs based on Contacts. Contact-based KPIs may show people more than once (because people may have more than one Contact in a time period).
 
KPIs based on Contacts. Contact-based KPIs may show people more than once (because people may have more than one Contact in a time period).
  
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===Funded Jobs===
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'''Number of Contacts...'''
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KPIs related to the (deprecated) [[Funded Work]] module
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*'''Number of Contacts''' - Numbers of contacts with or on behalf of people/orgs - this includes the first referral contact and any subsequent contacts for that referral in the requested date range. Handyperson Jobs and Roster Jobs are not included.  Only Club and Clinic attendances that are displayed on the history page with a valid contact method will be displayed.
 +
*'''Where the Client, Carer or Volunteer etc is Anonymous''' - Numbers of contacts where the client has been anonymised or has been entered through the Anonymous Client process.
 +
'''Number of Contacts by...'''(Numbers of contacts with or on behalf of people/orgs - this includes the first referral contact and any subsequent contacts for that referral in the requested date range. Handyperson Jobs and Roster Jobs are not included.  Only Club and Clinic attendances that are displayed on the history page with a valid contact method will be displayed.
 +
).
 +
*'''Accomodation Type'''
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*'''Age Band'''
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*'''Contact Method'''
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*'''Contact Method Inwards or Outwards'''
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*'''Contact Type'''
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*'''Day of the Week'''
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*'''District'''
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*'''Ethnic Group'''
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*'''Funding Stream'''
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*'''Gender'''
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*'''Main Disability'''
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*'''Marital Status'''
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*'''Referral Stage/Status'''
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*'''Referrer'''
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*'''Religion'''
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*'''Service User Group'''
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*'''Sexual Orientation'''
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*'''Status'''
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*'''Time of Day'''
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*'''User'''
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*'''Employment Status'''
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'''Number of people/orgs...'''
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*'''Contacted By User''' - Numbers of people/orgs contacted by the system user who logged them. Handyperson Jobs and Roster Jobs are not included.  Only Club and Clinic attendances that are displayed on the history page with a valid contact method will be displayed.
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*'''In Projects But With No Contacts Since The Start of the Date Range''' - Number of people/orgs who are in the project(s) selected but have not had any contact (in any selected project) since the start of the date range entered. Handyperson Jobs and Roster Jobs are not included.  Only Club and Clinic attendances that are displayed on the history page with a valid contact method will be displayed.
 +
 
 +
===Funded Jobs ([[Modules| Additional Module]])===
 +
KPIs related to the [[Funded Work]] module
 +
 
 +
*'''Number of Closed Jobs Where Outcome Was A, B or C''' - Total number of jobs allocated to technical officers during date range selected.
 +
*'''Number of Open Jobs By Case Worker''' - Number of open jobs by caseworker at the end of the date range selected.
 +
*'''Number of Open Jobs By Technical Officer''' - Number of open jobs by technical officer at the end of the date range selected.
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*'''Number of Referrals Where Job(s) Complete but the Referral is not Closed''' - The number of referrals with 1 or more jobs, where all jobs are closed but the referral is still regarded as not closed (has an outstanding action. This is not date dependent, it works on the current position. (The lookup shows jobs rather than referrals)
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*'''Number of Referrals Where Job(s) Complete but the Referral is not Closed By Caseworker''' - The number of referrals with 1 or more jobs, where all jobs are closed but the referral is still regarded as not closed (has an outstanding action. This is not date dependent, it works on the current position. (The lookup shows jobs rather than referrals) Broken down by caseworker.
 +
*'''Total Number of Jobs Allocated to Case Workers''' - Total number of jobs allocated to caseworkers during date range selected.
 +
*'''Total Number of Jobs Allocated to Technical Officers''' - Total number of jobs allocated to technical officers during date range selected.
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*'''Total Number of Jobs With No Caseworker or Technical Officer Allocated''' - Total number of jobs with no technical officer or Casewroker at the end of the date range selected. May include jobs with CW or TO allocated but no allocation date.
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*'''Total Number of Open Jobs''' - Total number of open jobs at the end of the date range selected.
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*'''Total Value of Fees Earned in Period By Closure Date''' - Total value of final fees achieved on jobs. Based on jobs closed in period.
 +
*'''Total Value of Income Gained in Period''' - total value of income gained work for people/orgs who remained in their own home (Outcomes D or E). Based on jobs closed in period.
 +
*'''Total Value of Work Done By Contractors''' - Total amount to be paid to contractors based on jobs closed in period. Excludes VAT. (Number of jobs in brackets).
 +
*'''Value of Fees Earned in Period By Case Worker''' - Value of final fees achieved on jobs by Case Worker. Based on jobs closed in period.
 +
*'''Value of Fees Earned in Period By Technical Officer''' - Value of final fees achieved on jobs by Technical Officer. Based on jobs closed in period.
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*'''Value of Income Gained in Period By Funder Type''' - Value of Charitable work for people/orgs who remained in their own home (Outcomes D or E). Based on jobs closed in period.
 +
'''Number of Jobs...'''
 +
*'''Allocated by Case Worker''' - Number of jobs allocated to a caseworker during date range selected.
 +
*'''Allocated by Technical Officer''' - Number of jobs allocated to a technical officer during date range selected.
 +
*'''by Job Types By Closure Date''' - Numbers of job types - note there may be more job types than there are actual jobs because you can choose more than 1 per job. Based on job closure dates in period.
 +
*'''by Job Types By Start Date''' - Numbers of job types - note there may be more job types than there are actual jobs because you can choose more than 1 per job. Based on job start dates in period.
 +
*'''Closed By Case Worker''' - Number of jobs by caseworker which have been closed during the date range selected.
 +
*'''Closed By Technical Officer''' - Number of jobs by technical officer which have been closed during the date range selected.
 +
*'''Closed In Period''' - Number of jobs closed during the date range specified.
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*'''Currently Not Assigned to A Caseworker''' - Number of jobs not assigned to a case worker - this is a number based on the time the report is run and is not date dependant.
 +
*'''Currently Not Assigned to a Technical Officer''' - Number of jobs not assigned to a case worker - this is a number based on the time the report is run and is not date dependant.
 +
*'''Currently Not Assigned to a Technical Officer or a Case Worker (On Waiting List)''' - Number of jobs not assigned to a case worker or a technical officer - this is a number based on the time the report is run and is not date dependant.
 +
*'''WIth No Practical Completion Date By Case Worker''' - Number of jobs by caseworker at the end of the date range selected, with no practical completion date.
 +
*'''WIth No Practical Completion Date By Technical Officer''' - Number of jobs by technical officer at the end of the date range selected, with no practical completion date.
 +
*'''with Practical Completion but not Closed''' - The number of jobs with a Practical Completion date in the reporting period, but no Closure Date.
 +
*'''With Practical Completion In Period''' - Number of jobs with a practical Completion date during the date range specified.
 +
'''Number of Jobs By...'''
 +
*'''Outcome''' - Outcomes on jobs which have been closed during the date range selected.
 +
*'''Outcome With Costs Completed''' - Outcomes on jobs which have been closed during the date range selected and have the net price and VAT completed.
 +
'''Number of Service Users...'''
 +
*'''For Whom All Works Completed''' - SP Outcomes for jobs for people/orgs where the job closure date is in the period selected and the works were completed or part completed (Outcome D or E).
 +
*'''Who Received Substantial Advice''' - SP Outcomes for jobs for people/orgs where the job closure date is in the period selected and the who received substantial advice (Outcome A or B).
 +
*'''Who Remained Independent''' - SP Outcomes for people/orgs where the closure date is in the period selected and the who remained in their own home. Based on jobs closed in period.
  
 
===Handypersons===
 
===Handypersons===
 
KPIs related to Handyperson jobs and referrals
 
KPIs related to Handyperson jobs and referrals
 +
 +
*'''Amount of Time Spent on Completed Jobs''' - Amount of Time Spent on Completed Jobs.
 +
*'''Labour Charges on Completed HP Jobs By Cost Centre''' - Labour Charges on Completed HP Jobs By Cost Centre.
 +
*'''Material Charges on Completed HP Jobs By Cost Centre''' - Material Charges on Completed HP Jobs By Cost Centre.
 +
*'''Materials Used Completed HP Jobs''' - Numbers of parts or materials used on completed jobs.
 +
*'''Number of Completed Handyperson Referrals By Subcategory''' - The number of HP referrals by subcategory which have been completed within the dates given, irrespective of when they were received. Ignores referrals that have been cancelled.
 +
*'''Number of New Handyperson Referrals''' - The number of HP referrals received within the dates given, irrespective of whether they have been completed. Ignores referrals that have been cancelled. If cost centres have been selected, these will be referrals where the cost centre has been used on the time or materials.
 +
*'''Number of New Handyperson Referrals By Subcategory''' - The number of HP referrals received within the dates given, irrespective of whether they have been completed, by subcategory. Ignores referrals that have been cancelled. If cost centres have been selected, these will be referrals where the cost centre has been used on the time or materials.
 +
*'''Percentage of 10 Day Completed Jobs''' - Percentage of completed jobs where the urgency/priority was 10 days.
 +
*'''Percentage of 30 Day Completed Jobs''' - Percentage of completed jobs where the urgency/priority was 30 days.
 +
*'''Percentage of 5 Day Completed Jobs''' - Percentage of completed jobs where the urgency/priority was 5 days.
 +
*'''Time Spent on Completed HP Jobs By Handyperson''' - Time spent on completed jobs by Handyperson.
 +
*'''Travel Time Spent on Completed HP Referrals''' - Travel Time is recorded against the whole referral, so when a referral has more than one job card, the travel time will be repeated. Therefore the total travel time on the summary page will not equal the total travel on the details page. The total travel on this summary page (next to the blue icon), is calculated by adding up the the time for each individual referral.
 +
'''Number of Completed HP Jobs...''' - This is when the Job is complete, irrelevant of the referral being complete.
 +
*'''By Accommodation Type'''
 +
*'''By Age Range'''
 +
*'''By Main Disability'''
 +
*'''By Cost Centre'''
 +
*'''By District'''
 +
*'''By Ethnic Group'''
 +
*'''By Gender'''
 +
*'''By Handyperson'''
 +
*'''By Job Type'''
 +
*'''By Main Job Type'''
 +
*'''By Priority'''
 +
*'''By Referral Subcategory'''
 +
*'''By Referrer'''
 +
*'''By Time From First Contact To Completion'''
 +
*'''By Time From Referral To Completion'''
 +
*'''By Time From Referral To First Contact'''
 +
*'''By Client, Carer or Volunteer etc Religion'''
 +
*'''By Client, Carer or Volunteer etc Service User Group'''
 +
*'''By Client, Carer or Volunteer etc Sexual Orientation'''
 +
*'''By Client, Carer or Volunteer etc Status'''
 +
'''Number of Completed HP Referrals...''' - This is when both the referral has been completed.
 +
*'''By Accommodation Type'''
 +
*'''By Age Band'''
 +
*'''By District'''
 +
*'''By Ethnic Group'''
 +
*'''By Main Disability'''
 +
*'''By Main Job Type'''
 +
*'''By Mileage'''
 +
*'''By Referrer'''
 +
'''Number of Handyperson...'''
 +
*'''Jobs Completed''' - Numbers of actual jobs completed. Note that this will exclude any jobs where no time or materials have been entered.
 +
*'''Referrals Cancelled In A Referral Period''' - The number of HP referrals which were received within the specified date range and were cancelled during that period. There is no Cost Centre breakdown since there is not likely to be any time or materials attached, which is where the cost centre comes from.
 +
*'''Referrals Cancelled In Date Range''' - The number of HP referrals which have been cancelled within the dates given, irrespective of when they were received. There is no Cost Centre breakdown since there is not likely to be any time or materials attached, which is where the cost centre comes from.
 +
*'''Referrals Cancelled In The Date Range By Cancellation Reason''' - The number of HP cancelled referrals by cancellation reason. Selected by referrals cancelled in the date range irrespective of referral date. Cost Centre selection has no effect on this number.
 +
*'''Referrals Completed''' - The number of HP referrals which have been completed within the dates given, irrespective of when they were received. Ignores referrals that have been cancelled.
 +
*'''Referrals Completed In A Referral Period''' - The number of HP referrals which were received within the specified date range and were completed during that period. Excludes cancelled referrals.
 +
*'''Referrals In Date Range That Have Been Cancelled''' - The number of HP referrals within the date range which have been cancelled, irrespective of when they were cancelled. There is no Cost Centre breakdown since there is not likely to be any time or materials attached, which is where the cost centre comes from.
 +
*'''Referrals In The Date Range Cancelled by Cancellation Reason''' - The number of HP cancelled referrals by cancellation reason. Selected by referrals in the date range rather than cancellations within the date range. Cost Centre selection has no effect on this number.
 +
'''Number of Incomplete...'''
 +
*'''Handyperson Referrals''' - The number of HP referrals which are incomplete at the end of the period. Excludes cancelled referrals.
 +
*'''Handyperson Referrals In A Referral Period''' - The number of HP referrals which were received within the specified date range and are still incomplete at the end of that period. Excludes cancelled referrals.
 +
*'''HP Jobs By Handyperson''' - The number of HP job cards which are incomplete at the end of the period by Handyperson. Excludes cancelled referrals. Note that this report cannot be done by cost centre as the job card details are usually filled in when the job is completed and this information would include the cost centre.
 +
*'''HP Jobs By Job Type''' - The number of incomplete HP jobs by the Job Type as shown on the individual jobs on the time entries on the job cards.
 +
*'''HP Referrals By Main Job Type''' -Number of Incomplete HP Referrals By Main Job Type.
 +
 +
===IMCA ([[Modules|Additional Module]])===
 +
This contains KPI's related to the IMCA (Independent Mental Capacity Advocate) [[Modules|Module]].
 +
 +
*'''Number of Contacts and Time Spent On Referrals In Period By Contact Type''' - Numbers of contacts by the contact type, irrespective of date of referral. Referrals with no client record are not included.
 +
*'''Number of IMCA Referrals Still Awaiting Outcome Notification''' - Total number of appropriate referrals still awaiting an IMCA Outcome at the end of the selected period, where an outcome has been requested, irrespective of the initial referral date.
 +
*'''Number of IMCA Referrals With Outcome Notification In Period''' - Total number of appropriate referrals with an IMCA Outcome notification during the selected period, irrespective of the initial referral date.
 +
*'''Number of Inappropriate IMCA Referrals''' - Total number of referrals made between the selected dates, marked as inappropriate.
 +
*'''Number of Inappropriate IMCA Referrals By Reason''' - Total number of referrals made between the selected dates, marked as inappropriate, broken down by reason.
 +
*'''Number of Inappropriate IMCA Referrals By Referrer''' - Total number of referrals made between the selected dates, marked as inappropriate, broken down by referrer.
 +
*'''Number of Referrals With No IMCA Details Entered''' - Total number of referrals without any of the IMCA specific information entered, irrespective of the initial referral date.
  
 
===In Project===
 
===In Project===
−
KPIs related to ''Client-Project Records''. See [[The Client-Project Record]].
+
KPIs related to people/orgs accessing the projects, this will also include terminations.  These KPI's in this section will be person related and will contain no referral data in Step 4.
 +
 
 +
'''Number of Terminations...'''  - The number of people/orgs who have been terminated in the time period requested, in one or more of the projects selected. This number is for the project(s) selected and takes no account of any subcategory selection. There may be more records in the lookup than there are distinct people/orgs shown, as a person/org may have been terminated in more than 1 project.
 +
*'''Number of Terminations''' - Total
 +
*'''By Accommodation Type'''
 +
*'''By Age Band'''
 +
*'''By District'''
 +
*'''By Ethnic Group'''
 +
*'''By Gender'''
 +
*'''By Living Arrangement'''
 +
*'''By Main Disability'''
 +
*'''By Marital Status'''
 +
*'''By Status'''
 +
*'''Including Notes''' - Includes termination notes.
 +
'''Number of people/orgs In Project at Any Point During the Period...'''
 +
*'''Number of people/orgs In Project at Any Point During the Period''' - Total number.
 +
*'''By Accommodation Type'''
 +
*'''By Age Band'''
 +
*'''By District'''
 +
*'''By Ethnic Group'''
 +
*'''By Gender'''
 +
*'''By Living Arrangements''
 +
*'''By Main Disability'''
 +
*'''By Marital Status'''
 +
*'''By Religion'''
 +
*'''By Sexual Orientation'''
 +
*'''By Status'''
 +
*'''Where The Person/Org, Carer or Volunteer etc Is Anonymous'''
 +
'''Number of People/Orgs In Project at the End of Period...''' - The number of people/orgs who are or have been in the projects requested, in the time period requested. Includes people/orgs who have been terminated after the end of the time period requested. This number is for the project(s) selected and takes no account of any subcategory selection. This report is related to the person/org only and counts a person/org only once even if they appear in more than one project.
 +
*'''Number of People/Orgs In Project at the End of Period'''
 +
*'''By Accommodation Type'''
 +
*'''By Age Band'''
 +
*'''By District'''
 +
*'''By Ethnic Group'''
 +
*'''By Gender'''
 +
*'''By Living Arrangements'''
 +
*'''By Main Disability'''
 +
*'''By Marital Status'''
 +
*'''By Religion'''
 +
*'''By Sexual Orientation'''
 +
*'''By Status'''
 +
*'''Where The Person/Org, Carer or Volunteer etc Is Anonymous'''
 +
'''Number of Person/Org Projects Records...''' - The number of clients who are or have been in the projects requested, in the time period requested. Includes clients who have been terminated after the end of the time period requested. This number is for the project(s) selected and takes no account of any subcategory selection. This report is related every client-project occurrence and may count an individual client multiple times, if they are found in multiple projects.
 +
*'''Number of Person/Org, Projects Records'''
 +
*'''Where The Person/Org Is Anonymous'''
  
−
===New===
+
===New Persons/orgs===
 
These KPIs look at referrals to Projects. If someone was referred to a Project for the first time in the date range specified, they will be shown on this report.
 
These KPIs look at referrals to Projects. If someone was referred to a Project for the first time in the date range specified, they will be shown on this report.
 +
 +
'''KPIs based on Number of New People/Orgs''' - The number of anonymous clients in the project(s) selected, within the time period, irrespective of when (or if) they were terminated. This number is for the project(s) selected and takes no account of any subcategory selection. People/Orgs have been anonymised or have been entered through the Anonymous Person/Org process.
 +
*'''Number of New Anonymous people/orgs In Project (Overall)''' -
 +
*'''Number of New People/Orgs By Employment Status''' -
 +
*'''Number of New People/Orgs By Marital Status''' -
 +
'''Number of New People/Orgs...''' - The number of anonymous clients in the project(s) selected, within the time period, irrespective of when (or if) they were terminated. This number is for the project(s) selected and takes no account of any subcategory selection. People/Orgs have been anonymised or have been entered through the Anonymous Person/Org process.
 +
*'''By Accommodation Type''' -
 +
*'''By Age Range''' -
 +
*'''By Disabled Or Not''' -
 +
*'''By District''' -
 +
*'''By Employment Status''' -
 +
*'''By Ethnic Group''' -
 +
*'''By Gender''' -
 +
*'''By Has a Blue Badge''' -
 +
*'''By Is A Carer''' -
 +
*'''By Living Arrangement''' -
 +
*'''By Main Disability''' -
 +
*'''By Marital Status''' -
 +
*'''By Registered Disabled''' -
 +
*'''By Religion''' -
 +
*'''By Service User Group''' -
 +
*'''By Sexual Orientation''' -
 +
*'''By Status''' -
 +
*'''In Project (Overall)''' -
  
 
===Referrals===
 
===Referrals===
 
KPIs related to Referral data.
 
KPIs related to Referral data.
  
−
===Specialised===
+
'''KPIs based on Referrals '''
−
KPIs for specific Charitylog customer groups.
+
*'''Number Closed Referrals With No Ladder Outcomes''' - The number of referrals that were closed (or completed) during time period requested, which don't have an ladder outcome recorded (at any time).
 +
*'''Number of Closed Referrals By Additional Organisation or Person''' - Numbers of closed referrals, from new or existing clients, by the additional organisation or person entered.
 +
*'''Number of Open Referrals By Additional Organisation or Person''' - Numbers of open referrals, from new or existing clients, by the additional organisation or person entered.
 +
*'''Number of People/Orgs Having This Number of Referrals In Period''' - The number of clients who have each of these numbers of referrals in the period. It does not include referrals where there is no associated client record.
 +
*'''Number of People/Orgs In Projects But With No Referrals Since The Start of the Date Range''' - Number of clients who are in the project(s) selected but have not had any Referrals (in any selected project) since the start of the date range entered. Excludes contacts in clubs, groups etc.
 +
*'''Number of People/Orgs With Open Referrals''' - The number of clients with one or more referrals that were still open at the end of the time period requested, or still open now if no time period has been selected.
 +
'''Number of External Referrals...''' - The total number of external referrals in the time period requested, in one or more of the projects selected.
 +
*'''Number of External Referrals''' - Total done
 +
*'''By Organisation'''
 +
*'''By Referral Type'''
 +
*'''By User'''
 +
'''Number of Referrals...''' - he number of referrals in the time period requested, and in the projects requested
 +
*'''Number of Referrals'''
 +
*'''Closed'''
 +
*'''Closed At Any Point During The Periodby Referrer'''
 +
*'''Closed By Simple Outcome Reason'''
 +
*'''Completed Immediately (with no outstanding action)'''
 +
*'''For Anonymous People/Orgs'''
 +
*'''Open At Any Point During The Period'''
 +
*'''Open At Any Point During The PeriodBy Referrer'''
 +
*'''Still Open At End Of Period'''
 +
*'''With No Client, Carer or Volunteer etc Record'''
 +
'''Number of Referrals By...''' - The number of referrals in the time period requested, and in the projects requested by...
 +
*'''Accomodation Type'''
 +
*'''Additional Organisation or Person'''
 +
*'''Age Band'''
 +
*'''Carers and Non Carers'''
 +
*'''System User'''
 +
*'''Contact Method'''
 +
*'''District'''
 +
*'''Employment Status'''
 +
*'''Ethnic Group'''
 +
*'''First Part Of Postcode'''
 +
*'''First Referral and Subsequent Referral(s)'''
 +
*'''Funding Stream'''
 +
*'''Gender'''
 +
*'''Has A Blue Badge'''
 +
*'''Has Disabilities Or Not'''
 +
*'''Living Arrangement'''
 +
*'''Main Disability'''
 +
*'''Marital Status'''
 +
*'''People/Organisation Category'''
 +
*'''Project Subcategory'''
 +
*'''Referral Reason'''
 +
*'''Referral Source'''
 +
*'''Referrer'''
 +
*'''Registered Disabled Or Not'''
 +
*'''Religion'''
 +
*'''Service User Group'''
 +
*'''Sexual Orientation'''
 +
*'''People/Orgs Usual Support Worker'''
 +
*'''Client, Carer or Volunteer etc Consent Given'''
 +
*'''Client, Carer or Volunteer etc Status'''
 +
'''Number of Signposts...'''
 +
*'''Number of Signposts''' - Total done
 +
*'''By Organisation'''
 +
*'''By Signpost Type'''
 +
*'''By User'''
 +
 
 +
===Roster (Support)===
 +
KPIs related to the [[Support Worker Module| Roster/Support Worker Module]].
 +
 
 +
*'''Number of Assignments In Period By Job Card Status''' - Total number of confirmed visits made by Support between the selected dates by job card status
 +
*'''Number of Assignments In Period By Team''' - Total number of job cards by team for Support between the selected dates, irrespective of whether they are completed or cancelled etc.
 +
*'''Number of Completed Assignments In Period By Roster''' - Total number of completed visits made by Support between the selected dates broken down by the Support Advisor.
 +
*'''Number of Completed Assignments In Period By Service''' - Total number of completed visits made by Service provided between the selected dates broken down by the Service.
 +
*'''Number of Completed Assignments In Period With Tasks''' - Total number of completed job cards for Support between the selected dates. Includes Tasks.
 +
*'''Number of Confirmed Assignments In Period By Result''' - Total number of confirmed visits made by Support between the selected dates, completed or cancelled.
 +
*'''Number of Hours Completed In Period By Service''' - Total number hours spent on completed visits made by Service provided between the selected dates broken down by the Service.
 +
*'''Number of Predicted (Confirmed and Unconfirmed) Hours In Period''' - Total number hours predicted to be provided if all work for all plans is carried out between the selected dates.
 +
*'''Total Number of Assignments In Period''' - Total number of job cards for Support between the selected dates, irrespective of whether they are completed or cancelled etc.
  
−
===Support===
+
===Specialised ([[Deprecated Feature]])===
−
KPIs related to the [[Support Worker Module]].
+
This section contains Bespoke KPI's
  
 
===Volunteers===
 
===Volunteers===
 
KPIs based on data from the [[Volunteer Job Card Assignments]] feature.
 
KPIs based on data from the [[Volunteer Job Card Assignments]] feature.
 +
 +
*'''Amount of Volunteer Time Spent Per Client, Carer or Volunteer etc Accessing Services''' - Total amount of time spent on volunteer assignments for clients, in the time period specified. Excludes staff, handyperson, clubs/clinics and support workers.
 +
*'''Number of Clients, Carers and Volunteers etc on Volunteer Waiting List''' - The number of clients who are on a waiting list for a volunteer assignment. The number on the waiting list includes clients who are currently shown as being on the waiting list and who have not been terminated, or if they have, it was before the end of the reporting period entered. They must also have started in the project before the end of the reporting period specified. This number is for the project(s) selected and takes no account of any subcategory selection.
 +
*'''Total Amount of Volunteer Time Spent For All Clients, Carers and Volunteers etc Accessing Services''' - Total amount of time spent on volunteer assignments, in the time period specified. Excludes staff, handyperson, clubs/clinics and support workers.
  
 
===Raw Data===
 
===Raw Data===
−
large spreadsheet outputs typically including all data from a particular section.
+
Larger Data Sets designed for spreadsheet output.
  
−
====Continue====
+
*'''Full Data Extract of Completed Handyperson Jobs''' - The number of completed Handyperson jobs in the time period requested, and in the projects requested as raw data with no grouping.
 +
*'''Full Data Extract of Contacts''' - Numbers of contacts with or on behalf of clients - this includes the first referral contact and any subsequent contacts for that referral in the requested date range. Referrals with no client record are not included, nor are contacts done in Home Support type services or clubs and groups.
 +
*'''Full Data Extract of Referrals''' - Numbers of contacts with or on behalf of clients - this includes the first referral contact and any subsequent contacts for that referral in the requested date range. Referrals with no client record are not included, nor are contacts done in Home Support type services or clubs and groups.
 +
*'''Full Data Extract of Roster Jobs''' - The number of referrals in the time period requested, and in the projects requested as raw data with no grouping.
 +
*'''Full Data Extract of Roster Jobs with Financial Details''' - Total number of job cards for Support in the time period requested, and in the projects requested as raw data with no grouping.
  
 +
===Saving reports for future use===
  
−
[[File:cl_KPIRD_6.png|border]]
+
When you have selected the required KPI's you can save this as a report template which will be displayed on the Existing Reports tab in Step 1.  To save as a new report click on the 'Save As New Report' button and complete the following;
 +
*Report name
 +
*Available to which groups
 +
*Leave active set to yes.
  
 +
If you are changing an existing report click on the "Save and Update Existing Report".
  
−
Once you have selected the KPIs you want, there are three options to take.
+
When saving you will be kept on Step 2 to continue to the report.
  
−
# You can click the "Export Summary" button, which will export a spreadsheet with the resulting numbers on (note that these will only be numbers, and will not show the clients behind the numbers - so if you have selected "Number of new referrals", and there are 367, you will simply get a spreadsheet output with the number "367" in it, along with details of the associated date range and projects).
+
=Step 3: KPI Summary Report Results=
−
# You can continue to see the resulting numbers, using the "Continue to Next Step" button. The "Next Step" will open in a new tab.
 
−
# You can save the report for later use (but you will probably want to do the "Next Step" and check the data first. You can return and save the report afterwards).
 
  
−
====What to do if the KPI you want is not available====
+
When you have click 'Continue' on Step 2 you will be displayed the report with the selected KPIs.
  
−
If the option you need is not listed and you feel it should be, please call our support team on 01989 763 691. Adding KPIs is usually relatively easy, and if there is a KPI you need that we do not currently provide, the chances are that other customers would make use of it too. The support team may be able to suggest another way to obtain the data you need, but it is not uncommon for KPI requests to be included in the next release.
 
  
−
=Step 3: View the output (Summary Report Results)=
+
[[File:KPIResults.png]]
  
  
−
If you choose "Continue To Next Step", you will see a screen like this one.
+
The report will display your selected dates and projects followed by the KPIs.  Each KPI will also have an explanation to what it is.  You will also see two icons next to the value display (unless it's 0);
 +
*Blue Folder - Gives options to run a mail merge, view on a map and export the data with additional options or view/print the data that (Step 4)
 +
*Excel Icon - To direct export the data into a spreadsheet using the save settings of the last blue folder visited. (Step 4)
  
 +
At the bottom of the page you are able to print the report.  This will exclude the blue folder and excel icons when printing.
  
−
[[File:cl_KPIRD_7.png|border]]
+
=Step 4=
  
 +
===Blue Folder Lookup===
  
−
In this case, the KPIs requested were:
+
To see the data that makes up the numbers, click on any of the blue folders. The data from the associated total or subtotal will be displayed on the [[Blue Folder Lookup]] page. In the blue folder you are able to do the following:
 +
* '''Mail Merge''' - This process will allow sending emails, letters from the system to the people/organisations or extract the data to a third party application.
 +
* '''Map View''' - Se the location of the people/organisations on a map.
 +
* '''Extract the data''' - You are able to extract the data into a spreadsheet for analysis. The extraction can include:
 +
** Additional fields from the person/organisation record.
 +
** Additional information linked to the record, like benefits, disabilities, project record, extension databases (bespoke fields) and more.
 +
** Additional information about the referrals (referral based KPI's), including assessments, extension databases and outcome.
 +
** Use spread sheet templates that can be used for built in analysis for other members of staff.
 +
* '''Print''' - Print the summary details that make up the KPI.
  
−
* Number of new referrals
+
Simply click on the 'Blue Folder' icon to access the facility.
−
* Number of referrals closed
 
  
−
There were 16 new referrals and 6 closed referrals in the time period specified.
+
=Step 5=
  
−
If these numbers give you the data you need, you can print this page, or go back to step 2 (by clicking the "Close Report" button) and export the summary spreadsheet. Alternatively, you may want to change the KPIs you have requested before saving the report.
+
===Graphs and Charts===
  
 +
You will notice that some of the data is displayed in a chart. You can click on the Graph icon and toggle between a bar chart, a donut chart (default) or no chart displayed.
  
−
[[File:cl_KPIRD_9.png|border]]
+
[[File:KPIChartdisplay.png]]
  
−
===Saving reports for future use===
 
  
−
Once you are happy with the output, if you want to save this combination of KPIs, you can click the "Save As New Report" button at step 2. You can give the report a name, description (optional), and setting access control by user group:
+
=Update Age Ranges=
  
 +
The 'Update Age Ranges' button (at the bottom of the page) will update all records on the system, updating the Age Band and School year fields.  This is required to be run if you are running any reports that are project based that included the Age Band (either an Age Band KPI or Data extraction from Step 4).
  
−
[[File:cl_KPIRD_8.png|border]]
+
To run and age band update click the 'Age Band Check' button and then continue on the following page;
  
 +
[[File:KPI_abc1.PNG]]
  
−
Your new report will now be displayed at step 1 when you return to the KPI Report Designer.
+
This can take from seconds to minutes depending on the number of records on your system. Whilst it is running you will see the below screen will an animated indicator.
−
 
 
−
=Step 4=
 
−
 
 
−
===Blue Folder Lookup===
 
−
 
 
−
To see the data that makes up the numbers, click on any of the blue folders. The data from the associated total or subtotal will be displayed on the [[Blue Folder Lookup]] page. From there, you can cross-reference other data from the system to produce a spreadsheet output, as well as mail merging and showing people on a map.
 
−
 
 
  
 +
[[File:KPI_abc2.PNG]]
  
 +
When finished you can click the 'Continue' button on the screen below to return to the KPI Report Designer.
  
 +
[[File:KPI_abc3.PNG]]
 
----
 
----
 
[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
 
[[Category:Reporting]]
 
[[Category:Reporting]]

Latest revision as of 10:16, 28 August 2024

Helpheader small.png


Cl KPIRD 1.png



Introduction

The KPI (Key Performance Indicators)report designer allows you to quickly and easily design a report with key statistics from your projects including referrals, contacts, terminations, attendances and some outcomes. The report designer is broken down into 4 key steps (step 4 for advanced analytics). You can also view a webinar on this topic (see below)

  • Step 1 - Choosing an existing report, creating a new report and module refinements.
  • Step 2 - Selecting the required indicators.
  • Step 3 - The Report.
  • Step 4 - Drilling down on the data, mail merges and extracting data (Blue Folder Lookup).

Step 1

Once you land on this page there are effectively two options: choose from a saved report, or design a new one.

Choose from existing saved report

Your saved reports will be listed and you can simply click on the chevron to edit the date range, or go straight to Display in Browser or Export Summary. Clicking on Export Summary. will download the report directly into Excel, rather than displaying in browser. This allows you to create your own graphs/charts if you wish. You can also Edit a report to change the criteria of a previously saved report. There is also a filter option if you have a large number of saved KPI reports. Note that saved KPI reports can be restricted to different user Groups which could mean different departments only see reports which are relevant to them.

KPIMain.png

Design New Report Option

Here you will choose from the preliminary options on the KPI. Essentially, deciding on the date range, the project, the type of record and then filtered options from those records. After this stage, you will then delve into the KPI by choosing the actual measurements and indicators based on what you select from this screen.

KPIreportselection.png


  • Fixed Date Range - Allows you to pick a custom date range
  • Calculated Date Range - Allows you to choose from a range of presets such as Last Quarter, This Quarter, This Month, Last Month etc. If you decide to save the report it will always calculate the date range you initially selected. Meaning it will always run for "Last Quarter" so you will not have to change the date range yourself.
  • Project - You can select all active projects using the top option, a single project or multiple projects (select the 1st project and hold down the Ctrl button on the keyboard whilst selecting additional projects, release when done)
  • Project Subcategories - If you have subcategories for your projects they will be display in this list. This will add a filter to referral and contact based KPI's only on Step 2.
  • Working Days - Some Blue Folder Lookups may contain data based on working days, to update these click the 'here' link to update the Working Days.

Branch Reporting (requires the Branch Module)

KPIBranchselector.png

On this section you can specify to report on;

  • All Branches
  • Selected Branches
  • Selected Branch Groups (views)

The selected option will apply this filter to all KPI's on Step 2

Record Type Filters

It is possible that one or more of your projects provides services to different types of people in your system. These would be set up as different types of records. You can add a filter that would either only include certain record types, or it would exclude a particular record type. You can include/exclude the record types by selecting them as seen below. Note that you can select as many record types as you wish.

Recordtypefilters.png

Organisation & People Filters

This option allows you to filter the results of a KPI based on the fields available in your system. In the below example you can see the KPI report will be filtered by records which are in the Hereford or South Herefordshire Area and that are Male.

Organdpeoplefilters.png

Each line represents a new option for the filter.

  • Condition - The first line will always default to the value Where. If you click on the + icon, you can add more options which can then be selected as AND or OR.
  • Field Name - This will display a drop-down list of all the available fields in your system. Note this will display all fields which are available, not necessarily the ones you use.
  • Selection Criteria - You can choose from Equals: meaning it will choose that exact match, Not Equals: meaning it will choose everything that isnt that selection. For example, all Ethnicities which are NOT White British, instead of having to select all other ethnicities. IN (This, This, This): meaning you can choose multiple options.
  • Selection Value - This will correspond to whatever field you have chosen. It will display the results of that particular field so you can filter based on the responses available.
  • Plus or Delete Icon - Allows you to add new filters or delete ones.

Handyperson Filters

On this section you can select one or multiple cost centres (leave on No Selection By Cost Centre to report on all Handypersons). To select multiple click on the first cost centre, hold down the CTRL button on your keyboard whilst clicking on further cost centres. The selected cost centres will be then used as a filter on the Handypersons Tab on Step 2.


Continue to Next: Choose KPI

When you have entered the required criteria on the General Report Criteria, Handyperson Criteria (if required) and Branch Reporting tabs click the 'Next: Choose KPI' button to go to Step 2.

Step 2: Select items to display in the report

On Step 2 you will find a series of sections with the available KPI's that can be selected. In some case KPI's will be linked to either referrals or by person/organisation. Referral based KPI's are where the results link back to an individual referral made; Number of referrals or number of contacts. Person based KPI's are where the results are calculated from multiple referrals; example being number of people/orgs in the time period. Any person based KPI will omit the referral details on Step 3 as one or many referrals may be included.

Once you have selected a relevant section, you can click on the chevron to reveal more options. There is also a filter on the left-hand side which will make it easier to find an item you wish to report on.


KPISelectionmenu.png


Assessments

KPIs based on Assessment Forms stored on the system (note: Assessment Forms are no longer in use)

Classification Codes

Classification Codes (Age UK Codes for Age UK organisations) are away of collecting contact statistics on support that is required or provided. Per contact you can add multiple tiered codes. This section of the KPI will allow you to report on;

  • Number of Referrals by Classification Code - Numbers of referrals, from new or existing people/orgs, by Classification Code. The number next to the folder shows the number of referrals. The contents of the folder show all the codes that have been entered against each referral.
  • Number of Referrals By Classification Code Group - Numbers of referrals, from new or existing people/orgs, by Classification Code Group. The number next to the folder shows the number of referrals. The contents of the folder show all the codes in that group that have been entered against each referral.
  • Number of Referrals with Classification Codes Entered - Numbers of referrals, from new or existing people/orgs, with at least one Classification Code Group entered. The number next to the folder shows the number of referrals. The contents of the folder show all the codes that have been entered against each referral.


Accessing

The 'Accessing' KPI's will count people/orgs that have had a Referral, Update, Extra information or a Club clinic attendance recorded on the history page. These KPI's will be Person/Org based and the data shown in step 3 will not include referral data.

  • Amount of Staff Time Spent Per Person/Orgs Accessing Services - Total amount of time spent by staff on client contacts, in the time period specified. Excludes volunteer, handyperson, clubs/clinics and support workers.
  • Amount of Staff Time Spent Per Person/Orgs Accessing Services (Including Travelling Time) - Total amount of work and travel time spent by staff on client contacts, in the time period specified. Excludes volunteer, handyperson, clubs/clinics and support workers.
  • Number of Person/Orgs Accessing Service In The Time Period - The number of people/orgs who have either been referred or who have been referred earlier but who have had a contact within the time period requested. This number does not exclude terminated people/orgs.
  • Total Number of Anonymous People/Orgs & Person/Orgs Accessing Service - The number people/orgs accessing services where the client has either been anonymised or has been entered through the Anonymous Client process. It does not include referrals where there is no associated client record.

Number of Person/Orgs Accessing Service By

  • Accomodation Type
  • Age Range
  • Disabled Or Not
  • District
  • Employment Status
  • Ethnic Group
  • Gender
  • Has Blue Badge
  • Is A Carer
  • Living Arrangement
  • Main Disability
  • Marital Status
  • Registered Disabled
  • Religion
  • Service User Group
  • Sexual Orientation
  • Status
  • Usual Support Worker
  • Status
  • Usual Support Worker

Clubs & Clinics

This page allows you to select KPI's on attendances, memberships and events (occurrences) from Clubs and Clinics. These KPI's will be Person/Org based and the data show in step 3 will not include referral data.

  • Groups In Project Selection - Numbers of groups, for clubs/groups which are linked to the projects selected. No date range checks are used.
  • Number of Attendances By Group (Members Only) - Numbers of groups, for clubs/groups which are linked to the projects selected. No date range checks are used.
  • Number of Confirmed Attendances By Incomplete Group (Members Only) - Numbers of people/orgs who are members of the various groups, at the end of the selected period, for clubs/groups which are linked to the projects selected, irrespective of whether they have attended or not.
  • Number of Members By Group - *Number of Members in Project - Numbers of people/orgs who are members the various groups, at the end of the selected period, for clubs/groups which are linked to the projects selected, irrespective of whether they have attended or not.
  • Number of Members in Project - Numbers of people/orgs who are members the various groups, at the end of the selected period, for clubs/groups which are linked to the projects selected, irrespective of whether they have attended or not.
  • Number of Members Who Have Attended By Group - Numbers of members who have attended at least once, at events taking place in the time period by group, for clubs/groups which are linked to the projects selected. Excludes cancelled events. Excludes Anonymous Attendees.
  • Number of Non-Attendances By Group - Numbers of non-attendances at events taking place in the time period by group, for clubs/groups which are linked to the projects selected. Excludes cancelled events.
  • Number of people/orgs Attending For The First Time By Group - Numbers of people/orgs attending the various groups for the first time during the selected period, for clubs/groups which are linked to the projects selected.
  • Number of people/orgs on Waiting List By Group - Number of people/orgs on the waiting list for the various groups, at the end of the selected period, for clubs/groups which are linked to the projects selected.
  • Number of people/orgs Whose First Attendance Was Before the Start Date, By Group - Number of people/orgs attending the various groups whose first attendance was before the start date of the report and who have attended since the start of the period, for clubs/groups which are linked to the projects selected.
  • Numbers of Events By Group (Members Only) - Numbers of events taking place in the time period by group, for clubs/groups which are linked to the projects selected. Excludes cancelled events. Excludes Anonymous Attendees.
  • Total Number of Attendances (Including Anonymous Attendees) - Total number of attendances at events taking place in the time period, for clubs/groups which are linked to the projects selected. Excludes cancelled events. Includes Anonymous Attendees.
  • Total Number of Attendances (Members Only) - Total number of attendances at events taking place in the time period, for clubs/groups which are linked to the projects selected. Excludes cancelled events. Excludes Anonymous Attendees.
  • Total Number of Attendances (Members Only) With Financial Details of Treatments and Activities - Total number of attendances at events taking place in the time period, for clubs/groups which are linked to the projects selected. Excludes cancelled events. Excludes Anonymous Attendees. The folder lookup includes financial details of Treatments and Activities.
  • Total Number of Attendances (Members Only) With Treatments and Activities - Total number of attendances at events taking place in the time period, for clubs/groups which are linked to the projects selected. Excludes cancelled events. Excludes Anonymous Attendees. The folder lookup includes which Treatments and Activities each client had.
  • Total Number of Events - Total number of events taking place in the time period, for clubs/groups which are linked to the projects selected. Excludes cancelled events.
  • Total Number of Memberships Ending in Period - Total number of members who have had their membership ended in the time period, for the projects selected.

Contacts

KPIs based on Contacts. Contact-based KPIs may show people more than once (because people may have more than one Contact in a time period).

Number of Contacts...

  • Number of Contacts - Numbers of contacts with or on behalf of people/orgs - this includes the first referral contact and any subsequent contacts for that referral in the requested date range. Handyperson Jobs and Roster Jobs are not included. Only Club and Clinic attendances that are displayed on the history page with a valid contact method will be displayed.
  • Where the Client, Carer or Volunteer etc is Anonymous - Numbers of contacts where the client has been anonymised or has been entered through the Anonymous Client process.

Number of Contacts by...(Numbers of contacts with or on behalf of people/orgs - this includes the first referral contact and any subsequent contacts for that referral in the requested date range. Handyperson Jobs and Roster Jobs are not included. Only Club and Clinic attendances that are displayed on the history page with a valid contact method will be displayed. ).

  • Accomodation Type
  • Age Band
  • Contact Method
  • Contact Method Inwards or Outwards
  • Contact Type
  • Day of the Week
  • District
  • Ethnic Group
  • Funding Stream
  • Gender
  • Main Disability
  • Marital Status
  • Referral Stage/Status
  • Referrer
  • Religion
  • Service User Group
  • Sexual Orientation
  • Status
  • Time of Day
  • User
  • Employment Status

Number of people/orgs...

  • Contacted By User - Numbers of people/orgs contacted by the system user who logged them. Handyperson Jobs and Roster Jobs are not included. Only Club and Clinic attendances that are displayed on the history page with a valid contact method will be displayed.
  • In Projects But With No Contacts Since The Start of the Date Range - Number of people/orgs who are in the project(s) selected but have not had any contact (in any selected project) since the start of the date range entered. Handyperson Jobs and Roster Jobs are not included. Only Club and Clinic attendances that are displayed on the history page with a valid contact method will be displayed.

Funded Jobs ( Additional Module)

KPIs related to the Funded Work module

  • Number of Closed Jobs Where Outcome Was A, B or C - Total number of jobs allocated to technical officers during date range selected.
  • Number of Open Jobs By Case Worker - Number of open jobs by caseworker at the end of the date range selected.
  • Number of Open Jobs By Technical Officer - Number of open jobs by technical officer at the end of the date range selected.
  • Number of Referrals Where Job(s) Complete but the Referral is not Closed - The number of referrals with 1 or more jobs, where all jobs are closed but the referral is still regarded as not closed (has an outstanding action. This is not date dependent, it works on the current position. (The lookup shows jobs rather than referrals)
  • Number of Referrals Where Job(s) Complete but the Referral is not Closed By Caseworker - The number of referrals with 1 or more jobs, where all jobs are closed but the referral is still regarded as not closed (has an outstanding action. This is not date dependent, it works on the current position. (The lookup shows jobs rather than referrals) Broken down by caseworker.
  • Total Number of Jobs Allocated to Case Workers - Total number of jobs allocated to caseworkers during date range selected.
  • Total Number of Jobs Allocated to Technical Officers - Total number of jobs allocated to technical officers during date range selected.
  • Total Number of Jobs With No Caseworker or Technical Officer Allocated - Total number of jobs with no technical officer or Casewroker at the end of the date range selected. May include jobs with CW or TO allocated but no allocation date.
  • Total Number of Open Jobs - Total number of open jobs at the end of the date range selected.
  • Total Value of Fees Earned in Period By Closure Date - Total value of final fees achieved on jobs. Based on jobs closed in period.
  • Total Value of Income Gained in Period - total value of income gained work for people/orgs who remained in their own home (Outcomes D or E). Based on jobs closed in period.
  • Total Value of Work Done By Contractors - Total amount to be paid to contractors based on jobs closed in period. Excludes VAT. (Number of jobs in brackets).
  • Value of Fees Earned in Period By Case Worker - Value of final fees achieved on jobs by Case Worker. Based on jobs closed in period.
  • Value of Fees Earned in Period By Technical Officer - Value of final fees achieved on jobs by Technical Officer. Based on jobs closed in period.
  • Value of Income Gained in Period By Funder Type - Value of Charitable work for people/orgs who remained in their own home (Outcomes D or E). Based on jobs closed in period.

Number of Jobs...

  • Allocated by Case Worker - Number of jobs allocated to a caseworker during date range selected.
  • Allocated by Technical Officer - Number of jobs allocated to a technical officer during date range selected.
  • by Job Types By Closure Date - Numbers of job types - note there may be more job types than there are actual jobs because you can choose more than 1 per job. Based on job closure dates in period.
  • by Job Types By Start Date - Numbers of job types - note there may be more job types than there are actual jobs because you can choose more than 1 per job. Based on job start dates in period.
  • Closed By Case Worker - Number of jobs by caseworker which have been closed during the date range selected.
  • Closed By Technical Officer - Number of jobs by technical officer which have been closed during the date range selected.
  • Closed In Period - Number of jobs closed during the date range specified.
  • Currently Not Assigned to A Caseworker - Number of jobs not assigned to a case worker - this is a number based on the time the report is run and is not date dependant.
  • Currently Not Assigned to a Technical Officer - Number of jobs not assigned to a case worker - this is a number based on the time the report is run and is not date dependant.
  • Currently Not Assigned to a Technical Officer or a Case Worker (On Waiting List) - Number of jobs not assigned to a case worker or a technical officer - this is a number based on the time the report is run and is not date dependant.
  • WIth No Practical Completion Date By Case Worker - Number of jobs by caseworker at the end of the date range selected, with no practical completion date.
  • WIth No Practical Completion Date By Technical Officer - Number of jobs by technical officer at the end of the date range selected, with no practical completion date.
  • with Practical Completion but not Closed - The number of jobs with a Practical Completion date in the reporting period, but no Closure Date.
  • With Practical Completion In Period - Number of jobs with a practical Completion date during the date range specified.

Number of Jobs By...

  • Outcome - Outcomes on jobs which have been closed during the date range selected.
  • Outcome With Costs Completed - Outcomes on jobs which have been closed during the date range selected and have the net price and VAT completed.

Number of Service Users...

  • For Whom All Works Completed - SP Outcomes for jobs for people/orgs where the job closure date is in the period selected and the works were completed or part completed (Outcome D or E).
  • Who Received Substantial Advice - SP Outcomes for jobs for people/orgs where the job closure date is in the period selected and the who received substantial advice (Outcome A or B).
  • Who Remained Independent - SP Outcomes for people/orgs where the closure date is in the period selected and the who remained in their own home. Based on jobs closed in period.

Handypersons

KPIs related to Handyperson jobs and referrals

  • Amount of Time Spent on Completed Jobs - Amount of Time Spent on Completed Jobs.
  • Labour Charges on Completed HP Jobs By Cost Centre - Labour Charges on Completed HP Jobs By Cost Centre.
  • Material Charges on Completed HP Jobs By Cost Centre - Material Charges on Completed HP Jobs By Cost Centre.
  • Materials Used Completed HP Jobs - Numbers of parts or materials used on completed jobs.
  • Number of Completed Handyperson Referrals By Subcategory - The number of HP referrals by subcategory which have been completed within the dates given, irrespective of when they were received. Ignores referrals that have been cancelled.
  • Number of New Handyperson Referrals - The number of HP referrals received within the dates given, irrespective of whether they have been completed. Ignores referrals that have been cancelled. If cost centres have been selected, these will be referrals where the cost centre has been used on the time or materials.
  • Number of New Handyperson Referrals By Subcategory - The number of HP referrals received within the dates given, irrespective of whether they have been completed, by subcategory. Ignores referrals that have been cancelled. If cost centres have been selected, these will be referrals where the cost centre has been used on the time or materials.
  • Percentage of 10 Day Completed Jobs - Percentage of completed jobs where the urgency/priority was 10 days.
  • Percentage of 30 Day Completed Jobs - Percentage of completed jobs where the urgency/priority was 30 days.
  • Percentage of 5 Day Completed Jobs - Percentage of completed jobs where the urgency/priority was 5 days.
  • Time Spent on Completed HP Jobs By Handyperson - Time spent on completed jobs by Handyperson.
  • Travel Time Spent on Completed HP Referrals - Travel Time is recorded against the whole referral, so when a referral has more than one job card, the travel time will be repeated. Therefore the total travel time on the summary page will not equal the total travel on the details page. The total travel on this summary page (next to the blue icon), is calculated by adding up the the time for each individual referral.

Number of Completed HP Jobs... - This is when the Job is complete, irrelevant of the referral being complete.

  • By Accommodation Type
  • By Age Range
  • By Main Disability
  • By Cost Centre
  • By District
  • By Ethnic Group
  • By Gender
  • By Handyperson
  • By Job Type
  • By Main Job Type
  • By Priority
  • By Referral Subcategory
  • By Referrer
  • By Time From First Contact To Completion
  • By Time From Referral To Completion
  • By Time From Referral To First Contact
  • By Client, Carer or Volunteer etc Religion
  • By Client, Carer or Volunteer etc Service User Group
  • By Client, Carer or Volunteer etc Sexual Orientation
  • By Client, Carer or Volunteer etc Status

Number of Completed HP Referrals... - This is when both the referral has been completed.

  • By Accommodation Type
  • By Age Band
  • By District
  • By Ethnic Group
  • By Main Disability
  • By Main Job Type
  • By Mileage
  • By Referrer

Number of Handyperson...

  • Jobs Completed - Numbers of actual jobs completed. Note that this will exclude any jobs where no time or materials have been entered.
  • Referrals Cancelled In A Referral Period - The number of HP referrals which were received within the specified date range and were cancelled during that period. There is no Cost Centre breakdown since there is not likely to be any time or materials attached, which is where the cost centre comes from.
  • Referrals Cancelled In Date Range - The number of HP referrals which have been cancelled within the dates given, irrespective of when they were received. There is no Cost Centre breakdown since there is not likely to be any time or materials attached, which is where the cost centre comes from.
  • Referrals Cancelled In The Date Range By Cancellation Reason - The number of HP cancelled referrals by cancellation reason. Selected by referrals cancelled in the date range irrespective of referral date. Cost Centre selection has no effect on this number.
  • Referrals Completed - The number of HP referrals which have been completed within the dates given, irrespective of when they were received. Ignores referrals that have been cancelled.
  • Referrals Completed In A Referral Period - The number of HP referrals which were received within the specified date range and were completed during that period. Excludes cancelled referrals.
  • Referrals In Date Range That Have Been Cancelled - The number of HP referrals within the date range which have been cancelled, irrespective of when they were cancelled. There is no Cost Centre breakdown since there is not likely to be any time or materials attached, which is where the cost centre comes from.
  • Referrals In The Date Range Cancelled by Cancellation Reason - The number of HP cancelled referrals by cancellation reason. Selected by referrals in the date range rather than cancellations within the date range. Cost Centre selection has no effect on this number.

Number of Incomplete...

  • Handyperson Referrals - The number of HP referrals which are incomplete at the end of the period. Excludes cancelled referrals.
  • Handyperson Referrals In A Referral Period - The number of HP referrals which were received within the specified date range and are still incomplete at the end of that period. Excludes cancelled referrals.
  • HP Jobs By Handyperson - The number of HP job cards which are incomplete at the end of the period by Handyperson. Excludes cancelled referrals. Note that this report cannot be done by cost centre as the job card details are usually filled in when the job is completed and this information would include the cost centre.
  • HP Jobs By Job Type - The number of incomplete HP jobs by the Job Type as shown on the individual jobs on the time entries on the job cards.
  • HP Referrals By Main Job Type -Number of Incomplete HP Referrals By Main Job Type.

IMCA (Additional Module)

This contains KPI's related to the IMCA (Independent Mental Capacity Advocate) Module.

  • Number of Contacts and Time Spent On Referrals In Period By Contact Type - Numbers of contacts by the contact type, irrespective of date of referral. Referrals with no client record are not included.
  • Number of IMCA Referrals Still Awaiting Outcome Notification - Total number of appropriate referrals still awaiting an IMCA Outcome at the end of the selected period, where an outcome has been requested, irrespective of the initial referral date.
  • Number of IMCA Referrals With Outcome Notification In Period - Total number of appropriate referrals with an IMCA Outcome notification during the selected period, irrespective of the initial referral date.
  • Number of Inappropriate IMCA Referrals - Total number of referrals made between the selected dates, marked as inappropriate.
  • Number of Inappropriate IMCA Referrals By Reason - Total number of referrals made between the selected dates, marked as inappropriate, broken down by reason.
  • Number of Inappropriate IMCA Referrals By Referrer - Total number of referrals made between the selected dates, marked as inappropriate, broken down by referrer.
  • Number of Referrals With No IMCA Details Entered - Total number of referrals without any of the IMCA specific information entered, irrespective of the initial referral date.

In Project

KPIs related to people/orgs accessing the projects, this will also include terminations. These KPI's in this section will be person related and will contain no referral data in Step 4.

Number of Terminations... - The number of people/orgs who have been terminated in the time period requested, in one or more of the projects selected. This number is for the project(s) selected and takes no account of any subcategory selection. There may be more records in the lookup than there are distinct people/orgs shown, as a person/org may have been terminated in more than 1 project.

  • Number of Terminations - Total
  • By Accommodation Type
  • By Age Band
  • By District
  • By Ethnic Group
  • By Gender
  • By Living Arrangement
  • By Main Disability
  • By Marital Status
  • By Status
  • Including Notes - Includes termination notes.

Number of people/orgs In Project at Any Point During the Period...

  • Number of people/orgs In Project at Any Point During the Period - Total number.
  • By Accommodation Type
  • By Age Band
  • By District
  • By Ethnic Group
  • By Gender
  • 'By Living Arrangements
  • By Main Disability
  • By Marital Status
  • By Religion
  • By Sexual Orientation
  • By Status
  • Where The Person/Org, Carer or Volunteer etc Is Anonymous

Number of People/Orgs In Project at the End of Period... - The number of people/orgs who are or have been in the projects requested, in the time period requested. Includes people/orgs who have been terminated after the end of the time period requested. This number is for the project(s) selected and takes no account of any subcategory selection. This report is related to the person/org only and counts a person/org only once even if they appear in more than one project.

  • Number of People/Orgs In Project at the End of Period
  • By Accommodation Type
  • By Age Band
  • By District
  • By Ethnic Group
  • By Gender
  • By Living Arrangements
  • By Main Disability
  • By Marital Status
  • By Religion
  • By Sexual Orientation
  • By Status
  • Where The Person/Org, Carer or Volunteer etc Is Anonymous

Number of Person/Org Projects Records... - The number of clients who are or have been in the projects requested, in the time period requested. Includes clients who have been terminated after the end of the time period requested. This number is for the project(s) selected and takes no account of any subcategory selection. This report is related every client-project occurrence and may count an individual client multiple times, if they are found in multiple projects.

  • Number of Person/Org, Projects Records
  • Where The Person/Org Is Anonymous

New Persons/orgs

These KPIs look at referrals to Projects. If someone was referred to a Project for the first time in the date range specified, they will be shown on this report.

KPIs based on Number of New People/Orgs - The number of anonymous clients in the project(s) selected, within the time period, irrespective of when (or if) they were terminated. This number is for the project(s) selected and takes no account of any subcategory selection. People/Orgs have been anonymised or have been entered through the Anonymous Person/Org process.

  • Number of New Anonymous people/orgs In Project (Overall) -
  • Number of New People/Orgs By Employment Status -
  • Number of New People/Orgs By Marital Status -

Number of New People/Orgs... - The number of anonymous clients in the project(s) selected, within the time period, irrespective of when (or if) they were terminated. This number is for the project(s) selected and takes no account of any subcategory selection. People/Orgs have been anonymised or have been entered through the Anonymous Person/Org process.

  • By Accommodation Type -
  • By Age Range -
  • By Disabled Or Not -
  • By District -
  • By Employment Status -
  • By Ethnic Group -
  • By Gender -
  • By Has a Blue Badge -
  • By Is A Carer -
  • By Living Arrangement -
  • By Main Disability -
  • By Marital Status -
  • By Registered Disabled -
  • By Religion -
  • By Service User Group -
  • By Sexual Orientation -
  • By Status -
  • In Project (Overall) -

Referrals

KPIs related to Referral data.

KPIs based on Referrals

  • Number Closed Referrals With No Ladder Outcomes - The number of referrals that were closed (or completed) during time period requested, which don't have an ladder outcome recorded (at any time).
  • Number of Closed Referrals By Additional Organisation or Person - Numbers of closed referrals, from new or existing clients, by the additional organisation or person entered.
  • Number of Open Referrals By Additional Organisation or Person - Numbers of open referrals, from new or existing clients, by the additional organisation or person entered.
  • Number of People/Orgs Having This Number of Referrals In Period - The number of clients who have each of these numbers of referrals in the period. It does not include referrals where there is no associated client record.
  • Number of People/Orgs In Projects But With No Referrals Since The Start of the Date Range - Number of clients who are in the project(s) selected but have not had any Referrals (in any selected project) since the start of the date range entered. Excludes contacts in clubs, groups etc.
  • Number of People/Orgs With Open Referrals - The number of clients with one or more referrals that were still open at the end of the time period requested, or still open now if no time period has been selected.

Number of External Referrals... - The total number of external referrals in the time period requested, in one or more of the projects selected.

  • Number of External Referrals - Total done
  • By Organisation
  • By Referral Type
  • By User

Number of Referrals... - he number of referrals in the time period requested, and in the projects requested

  • Number of Referrals
  • Closed
  • Closed At Any Point During The Periodby Referrer
  • Closed By Simple Outcome Reason
  • Completed Immediately (with no outstanding action)
  • For Anonymous People/Orgs
  • Open At Any Point During The Period
  • Open At Any Point During The PeriodBy Referrer
  • Still Open At End Of Period
  • With No Client, Carer or Volunteer etc Record

Number of Referrals By... - The number of referrals in the time period requested, and in the projects requested by...

  • Accomodation Type
  • Additional Organisation or Person
  • Age Band
  • Carers and Non Carers
  • System User
  • Contact Method
  • District
  • Employment Status
  • Ethnic Group
  • First Part Of Postcode
  • First Referral and Subsequent Referral(s)
  • Funding Stream
  • Gender
  • Has A Blue Badge
  • Has Disabilities Or Not
  • Living Arrangement
  • Main Disability
  • Marital Status
  • People/Organisation Category
  • Project Subcategory
  • Referral Reason
  • Referral Source
  • Referrer
  • Registered Disabled Or Not
  • Religion
  • Service User Group
  • Sexual Orientation
  • People/Orgs Usual Support Worker
  • Client, Carer or Volunteer etc Consent Given
  • Client, Carer or Volunteer etc Status

Number of Signposts...

  • Number of Signposts - Total done
  • By Organisation
  • By Signpost Type
  • By User

Roster (Support)

KPIs related to the Roster/Support Worker Module.

  • Number of Assignments In Period By Job Card Status - Total number of confirmed visits made by Support between the selected dates by job card status
  • Number of Assignments In Period By Team - Total number of job cards by team for Support between the selected dates, irrespective of whether they are completed or cancelled etc.
  • Number of Completed Assignments In Period By Roster - Total number of completed visits made by Support between the selected dates broken down by the Support Advisor.
  • Number of Completed Assignments In Period By Service - Total number of completed visits made by Service provided between the selected dates broken down by the Service.
  • Number of Completed Assignments In Period With Tasks - Total number of completed job cards for Support between the selected dates. Includes Tasks.
  • Number of Confirmed Assignments In Period By Result - Total number of confirmed visits made by Support between the selected dates, completed or cancelled.
  • Number of Hours Completed In Period By Service - Total number hours spent on completed visits made by Service provided between the selected dates broken down by the Service.
  • Number of Predicted (Confirmed and Unconfirmed) Hours In Period - Total number hours predicted to be provided if all work for all plans is carried out between the selected dates.
  • Total Number of Assignments In Period - Total number of job cards for Support between the selected dates, irrespective of whether they are completed or cancelled etc.

Specialised (Deprecated Feature)

This section contains Bespoke KPI's

Volunteers

KPIs based on data from the Volunteer Job Card Assignments feature.

  • Amount of Volunteer Time Spent Per Client, Carer or Volunteer etc Accessing Services - Total amount of time spent on volunteer assignments for clients, in the time period specified. Excludes staff, handyperson, clubs/clinics and support workers.
  • Number of Clients, Carers and Volunteers etc on Volunteer Waiting List - The number of clients who are on a waiting list for a volunteer assignment. The number on the waiting list includes clients who are currently shown as being on the waiting list and who have not been terminated, or if they have, it was before the end of the reporting period entered. They must also have started in the project before the end of the reporting period specified. This number is for the project(s) selected and takes no account of any subcategory selection.
  • Total Amount of Volunteer Time Spent For All Clients, Carers and Volunteers etc Accessing Services - Total amount of time spent on volunteer assignments, in the time period specified. Excludes staff, handyperson, clubs/clinics and support workers.

Raw Data

Larger Data Sets designed for spreadsheet output.

  • Full Data Extract of Completed Handyperson Jobs - The number of completed Handyperson jobs in the time period requested, and in the projects requested as raw data with no grouping.
  • Full Data Extract of Contacts - Numbers of contacts with or on behalf of clients - this includes the first referral contact and any subsequent contacts for that referral in the requested date range. Referrals with no client record are not included, nor are contacts done in Home Support type services or clubs and groups.
  • Full Data Extract of Referrals - Numbers of contacts with or on behalf of clients - this includes the first referral contact and any subsequent contacts for that referral in the requested date range. Referrals with no client record are not included, nor are contacts done in Home Support type services or clubs and groups.
  • Full Data Extract of Roster Jobs - The number of referrals in the time period requested, and in the projects requested as raw data with no grouping.
  • Full Data Extract of Roster Jobs with Financial Details - Total number of job cards for Support in the time period requested, and in the projects requested as raw data with no grouping.

Saving reports for future use

When you have selected the required KPI's you can save this as a report template which will be displayed on the Existing Reports tab in Step 1. To save as a new report click on the 'Save As New Report' button and complete the following;

  • Report name
  • Available to which groups
  • Leave active set to yes.

If you are changing an existing report click on the "Save and Update Existing Report".

When saving you will be kept on Step 2 to continue to the report.

Step 3: KPI Summary Report Results

When you have click 'Continue' on Step 2 you will be displayed the report with the selected KPIs.


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The report will display your selected dates and projects followed by the KPIs. Each KPI will also have an explanation to what it is. You will also see two icons next to the value display (unless it's 0);

  • Blue Folder - Gives options to run a mail merge, view on a map and export the data with additional options or view/print the data that (Step 4)
  • Excel Icon - To direct export the data into a spreadsheet using the save settings of the last blue folder visited. (Step 4)

At the bottom of the page you are able to print the report. This will exclude the blue folder and excel icons when printing.

Step 4

Blue Folder Lookup

To see the data that makes up the numbers, click on any of the blue folders. The data from the associated total or subtotal will be displayed on the Blue Folder Lookup page. In the blue folder you are able to do the following:

  • Mail Merge - This process will allow sending emails, letters from the system to the people/organisations or extract the data to a third party application.
  • Map View - Se the location of the people/organisations on a map.
  • Extract the data - You are able to extract the data into a spreadsheet for analysis. The extraction can include:
    • Additional fields from the person/organisation record.
    • Additional information linked to the record, like benefits, disabilities, project record, extension databases (bespoke fields) and more.
    • Additional information about the referrals (referral based KPI's), including assessments, extension databases and outcome.
    • Use spread sheet templates that can be used for built in analysis for other members of staff.
  • Print - Print the summary details that make up the KPI.

Simply click on the 'Blue Folder' icon to access the facility.

Step 5

Graphs and Charts

You will notice that some of the data is displayed in a chart. You can click on the Graph icon and toggle between a bar chart, a donut chart (default) or no chart displayed.

KPIChartdisplay.png


Update Age Ranges

The 'Update Age Ranges' button (at the bottom of the page) will update all records on the system, updating the Age Band and School year fields. This is required to be run if you are running any reports that are project based that included the Age Band (either an Age Band KPI or Data extraction from Step 4).

To run and age band update click the 'Age Band Check' button and then continue on the following page;

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This can take from seconds to minutes depending on the number of records on your system. Whilst it is running you will see the below screen will an animated indicator.

KPI abc2.PNG

When finished you can click the 'Continue' button on the screen below to return to the KPI Report Designer.

KPI abc3.PNG

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