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Advice and answers from the Simon Solutions Team

Search results for:reports
Reports Overview Videos
Here are a couple videos to introduce you to reporting and also share some best practices… Here are a couple reporting videos to help you get up to speed with reports: Reports Introduction
Reports Overview Training Video
Getting a basic understanding of how reports work… We have a video that should help you begin to get a grip on how to run reports
Can you create graphic reports like circle charts?
Can the reports generate graphs, pie charts?… that automatically generate graphs and heat maps, we can only provide those by custom developing reports
How to Include Specific Demographics in Reports
How to choose specific demographics to include in reports instead of having to include all demographics… You’ll now see just those selected demographics in the report… Improving the reporting process to give you easier, more meaningful reports is a big focus of our development
How much customization is possible for reports?
There are several "canned" reports available that will likely meet your organization's needs (see screenshot
About the My Agency tab
Learn about the different sections of the My Agency tab, including creating reports
What is the charge for custom reports or other customizations? (outside of current functionality)
Our development team is available for custom reports and other customizations -- let us know what you need and we can provide a quote… development fee of $150/hr for our technical team to make customizations to the system and/or create custom reports
"Getting Ahead" in CharityTracker
Learn the basics of entering Getting Ahead assessment information, evaluating agency Model Fidelity, and generating reports… Getting Ahead Reporting… To run this report, follow these steps: Go to [My Agency] tab >> [Reports] sub-tab and select "Getting
Can the age ranges on report summaries be adjusted to fit my needs?
In all reports totals are tallied by age groups -- typically 0-17, 18-59, 60+ -- and these can be adjusted by network administrators
REPORTING ON NOTES
How to run a report on information in the [Notes] tab… Click on the [My Agency] tab Click on the [Reports] sub-tab Click on the [Add Report] button - see screenshot… see screenshot - https://simon.d.pr/NSICMq Your report will automatically be placed in your Saved Reports