Reporting is a part of the app that will give you the ability to run and download your own templated reports! In this article we'll orient you to how the reporting module works and the different files that are available for each report.
Reporting home: report selection
When you sign in, you’ll see there’s a tab at the top of the app called Reporting. Once you’re in the Reporting module you can use the report selector on the upper right to select the report that you're interested in. Once you select a report the background image updates and a diagram explaining the report appears at the top.
Once you've selected a report, you'll see the report's parameters at the top and at the bottom a the button where you can download report files. Let’s dive into how these work.
Report parameter selectors
To get started downloading your report, you’ll use the selectors at the top of the page to choose the program, CHW, and date range you want the report to reflect. Here's how to use the selectors.
1. Program: This is where you can select your program of interest for your report. When you click on Program you’ll see a list of all the programs your organization has had – both past and current programs. You’ll see that you can either select multiple programs or an individual program.
2. CHW: The CHW field has all of the CHWs past and present who have been associated with the program selected in the Program field. Similar to the status pop-up window, CHW and program fields are interrelated. If you select the CHW field first, the programs that appear in the Program field will be only those programs that the CHW has been or is currently associated with.
3. Coordinator: The Coordinator field works just like the CHW field, except for coordinators. In this dropdown you’ll see all of the coordinators past and present who have been associated with the program selected in the Program field. If a CHW has dual CHW and Coordinator roles you will see them in both the CHW and the Coordinator dropdown.
4. Start Date and End Date: Use these fields to input the start and end of the time period that you want the report to cover. The clients and events that are included in the report depends on both the dates you select and the type of report. If you’re not sure what a report will include check out the diagram at the top of the Reporting page.
Download section
Once you’ve filled out all the fields at the top of the page you’ll see the “Download” button become active. To see the kinds of reports you can download, click on the arrow on the right side of the download button.
You’ll see 3 options; from bottom to top they are:
- Report: This is the main report that has key metrics for the programs, CHWs, coordinators, and dates you selected.
- Raw data: This is a data file (a csv) that has the raw data on all of the events behind the data you see in the main report. Use this if you’re interested in drilling down into the details of the data from the main report and running your own analyses based on parameters such as specific demographics. This report is available to managers and directors.
- Data definitions: This file has all of the definitions for metrics that are in the main report. It tells you how each metric is calculated and what it means.
Once you select the file you’re interested in, download will automatically start.
To learn more about the individual reports, you can follow these links: Outreach, Activity, Progress, Closeout