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New Reports and Features Available July, 2001

New Reports:

I&R Statistic Report by selection of a Funder / Program

I&R Statistic Report by selection of a Funder / Program 

I&R Statistics County Summary

I&R Statistics County Summary

I&R Call Statistics added to the Staff Performance Report

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 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 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 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 fields for Organization, Title, and Salutation

New Administration List to store Organization names that are frequently typed

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


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