salesforce: understanding standard and customized reports data session.pdfoutcome measures in...

Salesforce:UnderstandingStandardandCustomizedReports

October4-52017FOCBCONationalMeeting

TwinCities

1)StandardFOCReportsandDashboards

2)CustomizingReports3)ReportingExercises

Today’sTeam

CarolinaRendonisaProgramOfficerwithLISC’sFamilyIncomeandWealthBuildingteam.ShejoinedthenationalteamlastApriltoleadtheSalesforcetransition.CarolinasupportstheFOCnetworkastheSalesforceSystemAdministrator,providesTechnicalAssistance,andmanagesthenetwork’sdata.Carolinabringsover5yearsofexperienceworkingwithSalesforce.PriortojoiningLISC,CarolinaworkedatInstituto delProgreso

Latino(aChicagoFOC)astheGrantsManagementandComplianceCoordinator.

CarolineRendonisanassistantprogramofficeratLISCChicago.ShesupportstheChicagoFOCsintheiruseofSalesforceanddataanalysis,andworkswithLISCChicago’sDataandEvaluationteamonmeasuringprogramimpactacrossthecity.PriortojoiningLISCChicago,Carolinespentfiveyearsworkinginnonprofitsonprogramevaluation,administration,and

research.(yes, Carolina & Caroline are two different people)

TamikaEvansisanassistantprogramofficerwiththeHoustonteamsupportingtheFOCnetworktostrengthenfamilies,individualsandsmallbusinessesinfiveneighborhoods.Previouslyshehasworkedinartsandcommunity-basedorganizationsforoveradecadefocusingoncommunityengagement,funddevelopment,andpropertymanagement,withanumberofthoseyearsworkingwithanaffordablehousingdeveloperinHouston’shistoricThirdWard. Tamikaenjoysreadinghistoricalfictionandnon-fiction,relaxingatbeautifulstateparks,andlovingherthreechildreninanatmospherethatnourishestheirheart,hands,andmind.

StandardFOCReportsandDashboards

SessionTitle:Salesforce:UnderstandingStandardandCustomizedReports

Presenter:CarolinaRendon

EmploymentCounseling

OutcomeMeasuresinSalesforce

1.PeoplePlaced inJobs(alltypes)

2.AverageStarting HourlyWage(unsubsidized)

3.People AchievingRetention(samejob)3a.PeopleDueforRetention

4.PeopleWorkingonEmploymentCounselingTopics

DASHBOARD

REPORTS

EmploymentCounseling- CY2017(datadisplayedbasedonlastrefresh)


u

v

Follow-upexercisetocustomize

#ofplacements

#ofpeople

filtercriteria

IncomeSupportCounseling


1.People ScreenedforBenefits

2.People EligibleforatLeastOneBenefit

3.BenefitsApplied/Re-appliedFor

4.BenefitsApproved/Re-approvedFor

5.PeopleWorkingonIncomeSupportsCounselingTopics

6.Annualized ValueofApprovedBenefits*

DASHBOARD

REPORTS

*Thisreportcalculationmistakenlyduplicatesanyrecurringbenefitsapproved(orre-approved)morethanonceduringthereportperiod,inflatingthetotal.*Total$valueofapproved(orre-approved)IncomeSupports(annualizedvalueforrecurringbenefits)

IncomeSupportCounseling- CY2017(datadisplayedbasedonlastrefresh)


u uv v

#ofpeople

#ofpeople

filtercriteriafiltercriteria

FinancialCounseling


1.People w/BaselineFinancialAssessments

2.People w/SubsequentFinancialAssessments2a.PeopleDueforaCreditReportPull

3.People w/ActionPlans

4.PeopleWorkingonFinancialCounselingTopics

5.People w/FICOScoreIncreases*

6.People w/NIIncreases*

7.People w/NWIncreases*

*ReportprovidesalistofclientsandthecalculationsneedtobecompletedoutsideofSalesforce.

DASHBOARD

REPORTS

FinancialCounseling- CY2017(datadisplayedbasedonlastrefresh)

V V

V

FinancialCounseling

FinancialCounseling

u

Applicabletothe3KeyFinOutcomes

reportperiod

FinancialCounseling

u

v

FinancialCounseling

u

filtercriteria

FinancialCounselingTipstocalculateincreases:

1.SortdatabyCaseRecordID 2.Highlightduplicates(red)

=IF(G22=G21,D22-D21,"")4.Useaformulatocalculateincrease

3.Filterbycolor(red)

OverallServices


1.NewEnrollees inFOC

2.PeoplewithCounselingTopics(interimbundling)2a.EmploymentCounseling2b.FinancialCounseling2c.IncomeSupportsCounseling

DASHBOARD

REPORTS

OverallServices- CY2017(datadisplayedbasedonlastrefresh)

OverallServices

OverallServices

uv w

OverallServicesTipstocalculateinterimbundling(2/3and3/3):

1.Makeeachentryuniquebycombiningthe“CaseRecord18-digitID”andthe

“ECMServiceEntryName”

=A2&"_"&I22.CopycolumnandPaste(values)intoanewsheet


Onthenewsheet:3.SortUniqueEntries

3a.De-duplicatevalues4.Removethecounseling text

using“FindandReplace”(ctrl+F)

repeatforeachcounselingentry

leavenull


5.Highlightduplicates(red) 5a.Filterbycolor(red) 6.CopycolumnandPaste(values)intoanewsheet


7.Inanewsheetcompleteafinalde-duplicationofthedata.

8.Counttheremainingvalues.

=COUNTIF(A2:A5,"*")

BridgestoCareerOpportunitiesOutcomeMeasuresinSalesforce

1. PeopleenrolledinBCO(reportperiod)1a.PeopleeverenrolledinBCO

2.Peoplewhobeganabridgeprogram

3.Peoplewhobegananoccupationalskillstrainingprogram/collegedegreeprogram

4.Peoplewhocompletedoccupationalskills/college

5.Participantswhoobtainedacredential

6.Bridgeparticipantsplacedinjobs

7.Bridgeparticipantsplacedininternships

8.Bridgeparticipants w/FICOScoreIncreases*

9.Bridgeparticipants w/NIIncreases*

10.Bridgeparticipants w/NWIncreases*

DASHBOARD

REPORTS

*ReportprovidesalistofclientsandthecalculationsneedtobecompletedoutsideofSalesforce.

BridgestoCareerOpportunities

BridgestoCareerOpportunities

uv

optionalw

#ofcredentials

#ofclients

CustomizingReports

INTAKE CONTACT/CLIENTRECORD

- Demographics- ContactInfo- AtProgramEntryInfo

HOUSEHOLD(HH)

-MemberInfo-HHGrossIncome

CASERECORD

DirectServices

- ServiceEntries- GroupServices- ProgressNotes

Assessments

-CombinedFinAssessment-Testing

Education

- Certificate/Degree/License- Education/Training

Employment

- Placements- Advancements

LISC/SalesforceStructure

ReportBuilder

u

v

wx

yz

{

u ReportType:Joineddatasource

v Preview:Displaysofthereport(max:50

records)w Show:

Selectshow“all”x DateField:

Selecttheapplicabledatealongwiththetimeframey Fields:

AvailableDatafieldsz Filters:

Narrowsdowndata{ RunReport:

Clicktogeneratefullreportcount.

y Tobringanewdatafieldintothereport“clickanddrag”ontothepreviewsection.

ContactInformation:

technicalsupportemail,[email protected],[email protected],[email protected],[email protected]

WeeklyFFTSFTechnicalSupportHours:EveryMonday,1-2pCST,invitelivesonthenewFOCwebsite,

http://www.foc-network.org/BringyourquestionstothesupportsessionandreviewhowtoenterdatainFFTSalesforce.

Questions

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