Ways to streamline the creation of recurring reporting and chartsIf you’re like most non-profit help lines, you need to generate reports to your board, funders and managers that provide operational data about what your agency is doing. In addition to one-time, ad-hoc reports, you probably have to do some of these on a monthly, quarterly or annual basis. With iCarol there are several ways to streamline this process:
- Once you have run a report, you can save its filter settings, making it easier to load and run again later. Since there can be dozens of such filters, this simplifies your work considerably. And you can have many such saved reports.
- iCarol automatically aggregates any of the custom fields on your call report forms so that reporting can begin as soon as a field starts getting used.
- We also can build a custom report for you. With a couple of clicks, iCarol will pull together all the charts, tables and statistics you may need at a time, so you simply copy and paste the information for distribution to whomever.