Reports

Summaries

Counseling Statistical Summary

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This displays several aggregate counts for cases and impact. The non-impact numbers are drawn from cases opened during the report period. The impact numbers are drawn from impact dates during the report period. Note: Impact dates are independent of case open/close dates, but very often line up with case close dates.
The categories Counseling Type and Funding/Investment are displayed with a checkbox labeled “Expand”. By checking Expand, the category is redisplayed to show all items, not just those with nonzero counts (the default).

Individual Counselor Summary

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For each counselor, this report shows aggregate numbers for several key categories: Hours, case counts and impact. Only counselors with any data for the report period are included. Directors will see all counselors in their center.

Lender Summary (non equity funding)

Home » Reports » Main » Lender Summary

This will list the amount of funding recorded for each lender in your center(s) during the report period, based on impact date. The report offers two formats: Lender and Case. The Lender format displays a summary line for each lender with data. The Case format lists funding by individual case also showing the lender(s) involved.

The report is sortable by clicking on the column headers. Click once for ascending, then again for descending order. The Get Spreadsheet button will download an excel spreadsheet of the report data. You will be presented with a File Download dialog window. Click Save to download the file to your computer, or Open to view it in a browser window.

Monthly Activity

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This report shows the number of cases opened/closed per month for a 12-month period. This report is most commonly run in the Counselor format (the default), but a Location format is also available.

Training Statistical Summary

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Similar in format to the Counseling Statistical Summary, this report shows aggregate numbers for training events completed during the report period.

Management Reports

Evals

Home » Reports » Management Reports » Eval Stats

This report shows the relevant aggregate eval statistics for each counselor. The report will only show counselors that had any evals sent during the report period.
The number for Sent is based on counseling evals sent out during the report period. The remaining stats are based on the evals returned during the report period.

Goals (director only)

Home » Reports » Management Reports » Goal Summary

For the current fiscal year, all goaled statistics are listed. The overall count is shown along with its percentage of the goal. Below the table is another display of the same information, but presented as a horizontal line chart.
The Column labeled (% of Goal – YTD) represents the progress of the goal stat in relation to the year in-progress. For example, if the goal for Long Term Clients was 100 and you are viewing the report on March 31 (the halfway point in the year) the TYD goal will be 50.

Impact (Director only)

Home » Reports » Management Reports » Impact Client

The report is available in three formats: Location, Counselor (the default) and Details. The Location format shows the overall impact for selected centers during the report period. The Counselor format shows impact and number of impact clients during the report period. Only counselors with data for the report period are listed.

The Details format lists each line of impact for the report period, grouped by advisor. It includes the funding sources recorded with the impact.

Open client

Home » Reports » Management Reports » Open Client List

Directors and support staff can run this report for individual counselors or for all the counselors at a location. Advisors can see only their own open client list. The report gets cases that are open but have not had a follow in a selected number of days. When run in Details format, the results are sortable with links to Add follow-on, close and view functions. The results can also be downloaded as an Excel spreadsheet by clicking the Get Spreadsheet button.

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