The Agency report uses key metrics commonly used by pantries to provide the necessary data in a basic report.
This report automatically includes anonymous visits.
This article covers the following topics:
- Overview of a completed report
- Report sections
- Instructions on how to copy, download and print the report
- How to complete the Agency Report walk-through
Please see Report Setup Foundations for information on basic setup steps for all reports.
Overview of a completed report
The completed report will show the name you assigned to the report at the top of the page and will also show:
- Reporting for: a list of all the agencies reported on during the reporting period.
- For these program types: lists the programs reported on during the reporting period.
- With dates between: the dates used for the reporting period.
The light blue header contains the title of the report section.
The dark blue header describes the information being pulled into the section.
Reported values appear in the table beneath the dark blue header.
- The first column lists the organizations.
- Consecutive columns list the values the report has pulled.
The first section of the report also contains a donut graph and a bar graph.
- The donut graph can be manipulated to remove categories by clicking on the radio button next to the category you wish to remove from the graph.
- Hovering over each category on both graphs will generate a pop-out box detailing the values of that category.
When in the report, a Report Contents section will appear on the left-hand navigation pane. Clicking on a section will allow jumping between sections.
Report Sections
Age Group: Individuals (Duplicated)
Individuals (Duplicated) Reports on the age of all household members who received services during the reporting period. This is a duplicated count, so each household member is counted for each time they received services during the reporting period.
Age Group: Individuals (Unique)
Reports on the age of all household members who received services during the reporting period. This is a unique count, so each household member is only counted once, regardless of the number of times they received services during the reporting period.
Served: Household/Individuals (Duplicated)
Reports on the total number of households (counts just the household, not the number of people in it) and individuals (counts all people in the household) during the reporting period. This is a duplicated count, so each household or individual is counted for each time they received services during the reporting period.
Served: Household/Individuals (Unique)
Reports on the total number of households (counts just the household, not the number of people in it) and individuals (counts all people in the household) during the reporting period. This is a unique count, so each household or individual is only counted once, regardless of the number of times they received services during the reporting period.
Instructions on how to copy, download and print the report
To print the tables on the report separately, click on the Tools button on the right-hand side within the light blue heading:
- Copy: copies the report contents to your computer's clipboard.
- CSV: downloads the report contents into a CSV file, generally viewed with Microsoft Excel.
- PDF: downloads the report contents into a PDF.
- Print: presents a printer-friendly version of the report contents.
To print the graphs on the report separately:
- Click the Convert to PNG button on the top right-hand side of the graph.
- The button will change to a green Download PNG button.
- Click the Download PNG button, and a copy will be saved to your device
It is possible to print the entire report with all tables and graphs:
- Click the blue Print View button at the top right-hand side of the report page.
- A secondary tab will open, click the Print Popup button on the left-hand side.
- A print options box will appear; complete the fields and click the Print button.
Clicking on the Enable Scrolling button will allow you to scroll to the right if there are more items in the table that are not currently in view.
How to complete the Agency Report walk-through
Queue times explained:
When it comes to generating reports, we acknowledge the importance of minimizing wait times for our users. Currently, our metric for determining the wait time is based on the number of organizations included in the report as well as the duration covered. Let's delve into the details of our report queues to provide a clearer picture.
For comprehensive reports that span over 3 months and encompass more than 50 sites, we classify them as "Big Reports." Due to their complexity and scale, these reports are processed in a separate queue, which can sometimes result in significant wait times, typically measured in hours. We recognize that this can be inconvenient, and we are actively working towards optimizing the processing time for such reports in the future.
On the other hand, we have the "Small Report" queue, which handles reports consisting of approximately 50 sites and covering a duration of 3 months or less. Generally, these reports are generated swiftly, taking only a few seconds. However, there are instances where these "small" reports can take longer, ranging from 20 to 30 minutes each. Furthermore, it's worth noting that even a quick report may experience further delays if there are several 20-30 minute reports ahead of it in the queue.
As we are actively working towards optimizing the processing time for reports in the future, your feedback is crucial in this endeavor, so please don't hesitate to share your thoughts and suggestions with our Support team if you are a Network Admin. By doing so, you contribute to the ongoing efforts of our team to improve and streamline this process for a better user experience.