Reports provide access to specific data and can be either Core Reports or Advanced Reports. Many reports allow users to apply filters to define the data included.
Core Reports are accessible if staff roles have been granted access in Manage Staff Access settings.
Advanced Reports require a license, assigned via the Staff Basic Info screen. Each agency gets one default license, with additional licenses available upon request.
Core Reports Overview
Core reports focus on participant enrollment, attendance, demographics, services, and outcomes. Filters include Enrollment, Services & Outcomes, and Demographics (including location) to ensure accurate data selection.
Key Core Reports
- CSBG Characteristics Report – Counts unduplicated participants/households receiving services.
- Attendance Reports – Track attendance by day, participant, and program.
- Participant Enrollment Report – Lists enrolled participants with demographics.
- Demographic Report – Summarizes unduplicated socio-demographic data.
- Services Report – Lists services received by participants with details.
- Data Quality Report – Identifies missing intake fields and incomplete forms.
- Outcome Detail & Summary Reports – Track and summarize program outcomes.
- Household Participant Contact Report – Lists participants with contact details.
- Participant Eligibility Report – Identifies eligible participants based on program criteria.
- External Enrollment Report – Lists enrollments from external sources.
- Domain Tag Details Report – Summarizes service usage and assessments for tagged households (emailed only).
Advanced Reports Overview
Advanced reports address complex reporting needs and are categorized for easy navigation.
Key Advanced Report Categories
- Case Notes & Referrals – Includes case notes by date, referrals, and program enrollments.
- Client Inquiry – Tracks participants across statuses and custom application links.
- Data Monitoring – Flags duplicate names, missing addresses, and household inconsistencies.
- Enrollment, Attendance & Demographics – Tracks enrollments, attendance, and demographic trends over time.
- Exports – Extracts detailed participant and program data.
- Income Reports – Analyzes income changes and sources.
- Participant Plans & Assessments – Tracks household progress and goal completion.
- Services & Outcomes – Evaluates service usage, expenditures, and participant impact.
- Staff Reports – Monitors staff workloads, training, and certifications.
- Supplemental Forms – Captures additional participant details such as employment and healthcare.
- Volunteers & Donors – Tracks donations and volunteer hours.
Advanced reports provide more flexibility, interactivity, and data integration compared to core reports.