Difference between revisions of "Reports (Administrator guide)"

From Charitylog Manual
Jump to: navigation, search
Line 12: Line 12:
  
 
The KPI (Key Performance Indicator) Report Designer allows you to see "certain things by another thing" - for example, "number of new referrals by district". This really means you are asking the system, "show me all of the new referrals, along with the district of the relevant clients, and group the results together by district". The KPI Report Designer takes a 3-step approach, as shown.
 
The KPI (Key Performance Indicator) Report Designer allows you to see "certain things by another thing" - for example, "number of new referrals by district". This really means you are asking the system, "show me all of the new referrals, along with the district of the relevant clients, and group the results together by district". The KPI Report Designer takes a 3-step approach, as shown.
 +
 +
 +
[[File:reports_1.png|border]]
 +
 +
  
 
===Blue folder lookups===
 
===Blue folder lookups===

Revision as of 09:26, 18 May 2013

Helpheader small.png

About Charitylog's reporting features

For most organisations, the ability to produce reports from Charitylog is probably the most important aspect of the whole system. Charitylog provides many ways to get the data that users enter on the system back out again. The most obvious ones are the preset reports, which are designed for a specific purpose and cannot be customised by the user. These are scattered through the system - for example, reports for the Support Worker module are usually accessible from the same submenu as the rest of the module's functionality. Some of these simple reports are also in the "Reports" submenu, such as the Office Reports.

These reports are dealt with together with the activity they relate to, so details of the Support Worker reports are in the Administrator guide to the Support Worker module, and so on. This chapter deals with the customisable reports, which are where the real power of Charitylog's reporting lies. This chapter looks mainly at three features: KPI Reports, Data Extraction and blue folder lookups.

The KPI Report Designer

The KPI (Key Performance Indicator) Report Designer allows you to see "certain things by another thing" - for example, "number of new referrals by district". This really means you are asking the system, "show me all of the new referrals, along with the district of the relevant clients, and group the results together by district". The KPI Report Designer takes a 3-step approach, as shown.


Reports 1.png


Blue folder lookups

Action List

Benefits Report

Data Extraction/Mail Merge

Extension Database Reports

IMCA Reports

KPI Report Designer

Office reports

Print Job Cards

Referral Reports

Timesheets

Outcome Reports

Support Worker Reports

Club & Clinic Reports

Handyperson Reports

Volunteering Reports

Progress Interval Reports