New Reports and Features

Available July, 2001

New Reports:

  • I&R Statistic Report by selection of a Funder / Program
  • I&R Statistics County Summary
  • I&R Call Statistics added to the Staff Performance Report
  • Group Services Statistics with flexible criteria selection by Funder / Program, Service Type, or Staff Member Report Group Services Statistics with flexible criteria selection by Funder / Program, Service Type, or Staff Member Report
  • General Services Report, shows all administrative time by Staff and / or Type of Service General Services Report, shows all administrative time by Staff and / or Type of Service
  • Consumer / Staff Contact Hours analysis by Topic discussed, Staff Person, and Funder / Program Consumer / Staff Contact Hours analysis by Topic discussed, Staff Person, and Funder / Program

    Report Selection Enhancements:

    • New ability to search for records based on Organization Name
    • New flexible criteria selection of Funder / Program to Consumers Served Statistic Report
    • New flexible criteria selection by Funder / Program, Service Type, or Staff member to Community Service Statistics Report
    • New analysis of Community Service by Hours New analysis of Community Service by Hours
    • Modified Mailing Label report to print Names that are missing Address or Zip Code information Modified Mailing Label report to print Names that are missing Address or Zip Code information

      New System Features:

      • New tracking for Funder / Program in each I&R call New tracking for Funder / Program in each I&R call

        New fields for Organization, Title, and Salutation

      • New Administration List to store Organization names that are frequently typed
      • Changed Community Service Types to be updateable Changed Community Service Types to be updateable