![Page 1: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/1.jpg)
Salesforce:UnderstandingStandardandCustomizedReports
October4-52017FOCBCONationalMeeting
TwinCities
![Page 2: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/2.jpg)
1)StandardFOCReportsandDashboards
2)CustomizingReports3)ReportingExercises
![Page 3: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/3.jpg)
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.
![Page 4: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/4.jpg)
StandardFOCReportsandDashboards
SessionTitle:Salesforce:UnderstandingStandardandCustomizedReports
Presenter:CarolinaRendon
![Page 5: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/5.jpg)
EmploymentCounseling
OutcomeMeasuresinSalesforce
1.PeoplePlaced inJobs(alltypes)
2.AverageStarting HourlyWage(unsubsidized)
3.People AchievingRetention(samejob)3a.PeopleDueforRetention
4.PeopleWorkingonEmploymentCounselingTopics
DASHBOARD
REPORTS
![Page 6: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/6.jpg)
EmploymentCounseling- CY2017(datadisplayedbasedonlastrefresh)
![Page 7: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/7.jpg)
EmploymentCounseling
![Page 8: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/8.jpg)
EmploymentCounseling
u
v
Follow-upexercisetocustomize
#ofplacements
#ofpeople
filtercriteria
![Page 9: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/9.jpg)
IncomeSupportCounseling
OutcomeMeasuresinSalesforce
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)
![Page 10: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/10.jpg)
IncomeSupportCounseling- CY2017(datadisplayedbasedonlastrefresh)
![Page 11: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/11.jpg)
IncomeSupportCounseling
![Page 12: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/12.jpg)
IncomeSupportCounseling
u uv v
#ofpeople
#ofpeople
filtercriteriafiltercriteria
![Page 13: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/13.jpg)
FinancialCounseling
OutcomeMeasuresinSalesforce
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
![Page 14: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/14.jpg)
FinancialCounseling- CY2017(datadisplayedbasedonlastrefresh)
V V
V
![Page 15: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/15.jpg)
FinancialCounseling
![Page 16: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/16.jpg)
FinancialCounseling
u
Applicabletothe3KeyFinOutcomes
reportperiod
![Page 17: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/17.jpg)
FinancialCounseling
u
v
![Page 18: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/18.jpg)
FinancialCounseling
u
filtercriteria
![Page 19: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/19.jpg)
FinancialCounselingTipstocalculateincreases:
1.SortdatabyCaseRecordID 2.Highlightduplicates(red)
=IF(G22=G21,D22-D21,"")4.Useaformulatocalculateincrease
3.Filterbycolor(red)
![Page 20: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/20.jpg)
OverallServices
OutcomeMeasuresinSalesforce
1.NewEnrollees inFOC
2.PeoplewithCounselingTopics(interimbundling)2a.EmploymentCounseling2b.FinancialCounseling2c.IncomeSupportsCounseling
DASHBOARD
REPORTS
![Page 21: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/21.jpg)
OverallServices- CY2017(datadisplayedbasedonlastrefresh)
![Page 22: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/22.jpg)
OverallServices
![Page 23: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/23.jpg)
OverallServices
uv w
![Page 24: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/24.jpg)
OverallServicesTipstocalculateinterimbundling(2/3and3/3):
1.Makeeachentryuniquebycombiningthe“CaseRecord18-digitID”andthe
“ECMServiceEntryName”
=A2&"_"&I22.CopycolumnandPaste(values)intoanewsheet
![Page 25: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/25.jpg)
OverallServicesTipstocalculateinterimbundling(2/3and3/3):
Onthenewsheet:3.SortUniqueEntries
3a.De-duplicatevalues4.Removethecounseling text
using“FindandReplace”(ctrl+F)
repeatforeachcounselingentry
leavenull
![Page 26: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/26.jpg)
OverallServicesTipstocalculateinterimbundling(2/3and3/3):
5.Highlightduplicates(red) 5a.Filterbycolor(red) 6.CopycolumnandPaste(values)intoanewsheet
![Page 27: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/27.jpg)
OverallServicesTipstocalculateinterimbundling(2/3and3/3):
7.Inanewsheetcompleteafinalde-duplicationofthedata.
8.Counttheremainingvalues.
=COUNTIF(A2:A5,"*")
![Page 28: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/28.jpg)
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.
![Page 29: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/29.jpg)
BridgestoCareerOpportunities
![Page 30: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/30.jpg)
BridgestoCareerOpportunities
uv
optionalw
#ofcredentials
#ofclients
![Page 31: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/31.jpg)
CustomizingReports
![Page 32: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/32.jpg)
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
![Page 33: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/33.jpg)
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.
![Page 34: Salesforce: Understanding Standard and Customized Reports Data session.pdfOutcome Measures in Salesforce 1. PeopleScreened for Benefits 2. PeopleEligible for at Least One Benefit 3](https://reader033.vdocuments.mx/reader033/viewer/2022060501/5f1b631f6399aa25715a6911/html5/thumbnails/34.jpg)
ContactInformation:
technicalsupportemail,[email protected],[email protected],[email protected],[email protected]
WeeklyFFTSFTechnicalSupportHours:EveryMonday,1-2pCST,invitelivesonthenewFOCwebsite,
http://www.foc-network.org/BringyourquestionstothesupportsessionandreviewhowtoenterdatainFFTSalesforce.
Questions