People Supported During Time Period
How do I report on all people supported during a set time period?
A common statistic you may wish to report on is how many people have been supported during this time period?.
It is always best to handle this by asking the question "what do I mean by Support?". This is because the report criteria we select within Charitylog will depend on where we input the data.
Being considered 'supported' during a time period may mean:
- Having a referral during a set time period, or having a referral prior to the set time period, but a subsequent contact within it.
- Having a referral or contact during a set time period.
- Being recorded on a specific template stage during a set time period.
- Remaining on a specific template stage during a set time period.
If the report you wish to run is not driven by template stages, it is recommended to start with a KPI report. All reporting options can be found under the reporting menu.
On the General Report Criteria tab, select the dates and projects you need the report to cover.
From here, you need to select Continue to Next Step, where you can progress to choose your options.
Accessing tab
Depending on the terminology used to describe different types of organisations and people on your system, you will have a tab within the KPI report designer for 'clients, organisations and referrers accessing'.
The help text within this report defines it as:
All Organisations and People for whom you have clicked Record a Contact, regardless of whether it's a new Referral or additional contact on an existing Referral.
Each Organisations or Person is only listed once, regardless of how many contacts they have had.
Ticking the option Number of Clients, Organisations and Referrers Accessing Service In The Time Period will provide you with all records that have had a referral or contact recorded during the time period. By selecting 'continue to next step', you can send this report to the blue folder to add on any extra criteria, such as related records.
File:Clients accessing kpi.png
The accessing tab also offers the option to break the report down further, showing more tick boxes which allow you to split the report by factors such as age range, marital status etc.
Referrals Tab
Depending on the terminology used on the system, you will have a tab on the KPI report designer for 'referrals'. (This may be named something else, depending on your settings in cog > general settings > terminology.)
The options within this tab will look at various referral linked information. However, to get an idea of how many people were referred during the time period you've selected, you can just tick the option for number of referrals.
The tab offers you a further breakdown of this below, providing you with further tick boxes should you wish to split this by demographic criteria. To export this to a spreadsheet, you can follow the usual steps of continuing to next step, adding on any additional data within the blue folder, and then exporting to excel.
