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 or contact during a set time period.

• 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 an individual 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.