Design your reporting of progress over time
You can report progress-over-time in several ways on Makerble.
What this article covers:
Introduction
There are several types of reporting you can do on Makerble:
Progress Boards - designed for impact reporting and analysis. Progress Boards are customisable which means that you can use them to display Attendance over time, Survey results as well as Project & Album metrics.
CRM Reporting - covers demographics, numbers of contacts registered & interacted with, signposting, referrals and audiences.
Cases Reporting - covers number of cases opened/worked-on/closed, split by project, colleague and more. It includes time spent on cases and other case-related reporting.
Event Reporting - covers attendance rates.
Survey Reporting - covers response rates and distributions of answers to each question
Project Reporting - covers outputs, outcomes and indicators from across a project
Album Reporting - covers outputs, outcomes and indicators which are aggregated from all the projects within an album
Key principles
Filters - when viewing reports you have a variety of filters available to you. These allow you to drill down into the specific segments or timeframes you need to report on.
Targets - you can set project and/or album targets. These can be one-off targets or they can be pegged to specific dates.
Albums enable you to report on several projects at once. They can be useful for grants. By combining albums with other types of reporting you can quickly access aggregated results for a particular set of projects.
Visualise your results using customisable charts and tables
What it is you are reporting | Where you can access reports | Standardised reporting periods |
|---|---|---|
Answers to a Multiple Choice Question (i.e. along a scale)  | Via a Progress Board - for a cohort, project or album of projects | Monthly |
On an individual’s contact profile Trends | Monthly | |
Answers on an Outcome Ring (combining several Multiple Choice Questions) | Various charts are available on a Survey Campaign: Analyse Results page | Distribution of Answers |
Progress towards a Progress Tracker (i.e. a KPI, metric, output, indicator, etc)
| Chart & Table Progress-over-time chart in a Card Popup on a Progress Board
|
|
Table only | No standardised periods. Only reporting against custom periods is available here. | |
Distribution of contacts with each characteristic
| 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 |
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
|
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Contacts interacted with
| Productivity tab in the Contacts App
|
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Contacts created per project
| Productivity tab in the Contacts App
| Monthly |
Contacts interacted with per project
| Productivity tab in the Contacts App
| Monthly |
Contacts added to each state
| Productivity tab in the Contacts App
| Monthly |
Contacts added to each project’s state | Productivity tab in the Contacts App
| Monthly |
Referrals | Productivity tab in the Contacts App
| Monthly |
Signposts
| Productivity tab in the Contacts App
| Monthly |
Contacts' transitions between Roles
| Productivity tab in the Contacts App
| Monthly |
Charts related to Case Management |
| Monthly |
Do you use custom reporting periods, e.g. terms or semesters?
You can use Standardised reporting periods and/or Custom reporting periods
Standardised reporting periods | Custom reporting periods |
|---|---|
E.g. weekly, monthly, quarterly, yearly | E.g. termly, per cohort, yearly with a custom Year Start Date |
Standardised reporting periods are available on several charts and tables. Simply choose the reporting period you’d like to use. Standardised periods are:
| There are various ways to report using non-standardised reporting periods. Here are some of the ways you can do that:
|