Better Impact

Client Reporting Data - Column Layout Raw Data View client reporting entries recorded by volunteers or export to Excel for further data analysis. Client reporting fields are arranged in columns. ​ ​Clients and Associated Activities Raw Data View clients and their associated activities or export to Excel for additional filtering or manipulation.

Note: Information on Client Encounters can be gathered using Raw Data Reports at both the Organization and Enterprise levels as well as within an individual client’s profile.

Go to: Reports, then click on “Client Reporting Data – Column Layout Report” found in the sidebar under Client Reports 

Optional: Click on Report on a Specific group if you need to choose the volunteer statuses you want to report on or add search criteria.

Optional: Encounter Date: Enter a date to search for Encounters, “From” or “To” a specific date. If you enter a date for both, you can search for the Encounters within a date range.

- You can either search by entering exact dates or by using dynamic dates 

Optional: Date Created: Enter a date to search for when Encounters were created (logged/entered), “From” or “To” a specific date. If you enter a date for both, you can search for the date Encounters were created, within a date range

Optional: Check the box to include entries that do not have any of the selected reporting fields 

Choose the desired Export File Format

By default, we have selected the most common columns used in an export. In the “Columns to Include” section you can see what columns are included and to make any changes 

Click either the [View Client Reporting Data] button to see it on screen, or the [Export Client Reporting Data] button to export the file

1. Go to: Reports, then click on “Client Reporting Data – Column Layout Report” found in the sidebar under Client Reports 
2. Optional: Click on Report on a Specific group if you need to choose the volunteer statuses you want to report on or add search criteria.
3. Optional: Encounter Date: Enter a date to search for Encounters, “From” or “To” a specific date. If you enter a date for both, you can search for the Encounters within a date range.
 - You can either search by entering exact dates or by using dynamic dates 
4. Optional: Date Created: Enter a date to search for when Encounters were created (logged/entered), “From” or “To” a specific date. If you enter a date for both, you can search for the date Encounters were created, within a date range
 - You can either search by entering exact dates or by using dynamic dates 
5. Optional: Check the box to include entries that do not have any of the selected reporting fields 
6. Choose your Sort preference 
7. Choose the desired Export File Format 
 
 
 
8. By default, we have selected the most common columns used in an export. In the “Columns to Include” section you can see what columns are included and to make any changes 
9. Click either the [View Client Reporting Data] button to see it on screen, or the [Export Client Reporting Data] button to export the file

Clients and Associated Activities Raw Data

Go to: Reports, then click on “Clients and Associated Activities Raw Data” found in the sidebar under Client Reports 

Optional: Category: Select a Category from the dropdown list

Optional: Activity Status: Select to filter based on activity status

Client Statuses: Select statuses of clients you wish to include

Select the desired Export File Format

In the “Columns to Include”, select the information you would like to include from the following categories: 

- Name Fields 
- Address and Phone Fields 
- Activity Fields 
- Data Link Fields 
- Misc Fields 

Optional: Click [Save This Report], to name and save your report for future use

- Name the search (200 characters maximum) 
- Optional: Enter a Description 
- Click the [Save] button

Click either the [View Client Activity Data] button to see it on screen, or the [Export Client Activity Data] button to export the file

1. Go to: Reports, then click on “Clients and Associated Activities Raw Data” found in the sidebar under Client Reports 
2. Optional: Category: Select a Category from the dropdown list 
3. Optional: Activity Status: Select to filter based on activity status 
4. Client Statuses: Select statuses of clients you wish to include 
5. Select the desired Export File Format 
 
 
 
6. In the “Columns to Include”, select the information you would like to include from the following categories: 
 - Name Fields 
 - Address and Phone Fields 
 - Activity Fields 
 - Data Link Fields 
 - Misc Fields 
7. Optional: Click [Save This Report], to name and save your report for future use 
 - Name the search (200 characters maximum) 
 - Optional: Enter a Description 
 - Click the [Save] button 
8. Click either the [View Client Activity Data] button to see it on screen, or the [Export Client Activity Data] button to export the file

Raw Data Client Encounters Report

Clients and Associated Activities Raw Data