👀 When creating Categories for your activities, consider how they can be used to group activities for easier reporting.
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👉 Creating Categories – At the bottom of the list of Activities there is an option to create a new category. Clicking on this will open a pop up that allows you to name the Category.
👉 Using Categories – When creating or editing an Activity, select the drop down to pick which category it belongs to.
👉 Category View – In the image below, all the activities that fall under the Retail program are now grouped together.
👉 Category Reports – In the Reports section of Better Impact, there are many different reports available including those that allow you to sort by and report on the Activities related to a specific Category.
🤩 Admin Tip – Activities can change Activity Category as often as you need for the purpose of pulling different and specific reports. For example, using a Category which sorts by location for one report then moving activities to different Categories which better reflect role type to generate a different report.