Progress towards a Progress Tracker (i.e. a KPI, metric, output, indicator, etc)

• You can create as many Progress Trackers as you like

Open

Chart & Table

Progress-over-time chart in a Card Popup on a Progress Board

• Weekly

• Monthly

• Quarterly

• Yearly

Table only

Table view of the Progress Panel on a Project page

No standardised periods.

Only reporting against custom periods is available here.

Distribution of contacts with each characteristic

• These charts look at your List-based demographic fields

• E.g. the number of women enrolled in Q1

Open

Overview tab in the Contacts App - using the Contact Filters

Set the Date Range you want to report on while you are using the Contact Filters

Splits tab in the Contacts App

Reporting is currently done over all time. Ability to filter by date range is in the pipeline

Contacts created

Productivity tab in the Contacts App

• How to create contacts

• Defined as the number of new Contact Profiles that have been created

• Monthly

• Quarterly

• Yearly

Contacts interacted with

Productivity tab in the Contacts App

• Defined as contacts who have been tagged in an update or survey response

• Monthly

• Quarterly

• Yearly

Contacts created per project

Productivity tab in the Contacts App

• How to create contacts

• How to add a contact to another project

• Defined as the number of contacts that have been added to each project each month

Monthly

Contacts interacted with per project

Productivity tab in the Contacts App

• Defined as contacts who have been tagged in an update or survey response

Monthly

Contacts added to each state

Productivity tab in the Contacts App

• Defined as the number of contacts across your entire organisation who that month have been added to any project’s

  • Waiting List

  • Enrolled list

  • Alumni list

  • Declined list

Monthly

Contacts added to each project’s state

Productivity tab in the Contacts App

• Turn on Project States

• Defined as the number of contacts in each project who have been added - that month - to the project’s Waiting List, Enrolled list, Alumni list or Declined list

Monthly

Referrals

Productivity tab in the Contacts App

• Turn on Referral Tracking

• Defined as the number of contacts who have been referred into your organisation whereby the referral originates from another contact who is saved as The Referrer

Monthly

Signposts

Productivity tab in the Contacts App

• Turn on Signposting

• Defined as the number of contacts who have been signposted to one of your signposting partners who exist on your platform as a contact

Monthly

Contacts' transitions between Roles

Productivity tab in the Contacts App

• Get started with Contact Roles

• Defined as the number of contacts with a particular role who were given another role that month

Monthly

Charts related to Case Management

Charts tab in the Cases App

• Turn on Cases

• Turn on Timesheets

• There are a variety of charts available when you turn on Cases and Timesheets. You can report

  • Number of cases Opened, Worked on and Closed

    • Per User

    • Per Project

  • Time Spent on Cases (in Hours and Minutes: based on Timesheets)

  • Duration of Cases (in Days: based on days since the case was opened)

Monthly

E.g. weekly, monthly, quarterly, yearly

E.g. termly, per cohort, yearly with a custom Year Start Date

When you use standardised reporting periods, you can simply select this view on several of the charts as shown in the table below.

Standardised periods are:

• Weekly

• Monthly - i.e. first day of the month until last day of the month

• Quarterly - i.e. 1st January until 31st March, 1st April until 30th June, 1st July until 30th September, 1st October until 31st December

• Yearly - i.e. 1st January until 31st December

When you use non-standard periods, you can:

• create custom periods and report the progress-over-time of your Progress Trackers against those: Get started with custom reporting periods

• use Date Range filters within the Contact Filters in the Contacts App to find the number of contacts that match your criteria

• use Date Range filters on the Survey Analytics page (or Survey Campaign Analyse tab) to only display results from within a particular date range

• Use Date Range filters on the Attendance tab of the Manage Events page