Filter the report

Client Voices allows you to apply multiple filters to your report.

1 - Run your report.

2 - Click on the Filter button. 

3 - A modal will open with all the available filters. Apply your filters and click on the Apply button.

Available filters

The following is a list of what you can filter your report on.

• A financial mentor.
• Ethnicity
• Gender
• Age range
• Referral types
• Cases opened during the report date range
• Cases opened before the report date range (carried forward)
• Cases closed during the report date range 
• Cases not closed at the end report date range 
• Funding group
• Income type

Tips on using filters to get the most out of your report

When you run the report, it includes all client records that were open sometime during that reporting period. But this isn't always the most useful way to run a report. I want to tell you about three ways you can scope your report to make sure 

Occurred on

The unfiltered report is most useful when looking at measures which you need to know were recorded within your report date range. This incudes the following measures.

• Value of financial mentoring sessions
• Value of no-show sessions
• Number of MoneyMates sessions
• Number of food parcels provided
• Number of client cases
• Number of new client cases
• Number of client cases brought forward (cases opened before reporting time period)
• Number of cases closed

Cases opened within the report date range

There are measures which are most useful to measure based on cases started within your report date range. This is usually anything on your client intake form because they don't require the client case to be completed to be useful. Particularly demographic information. 

This is most useful for measuring demand.

Cases closed within the report date range

This filter is most useful when you think including incomplete cases would return unhelpful or numbers. Anything to do with debt, income, reasons for hardship, advocacy actions, reasons for closure etc.

Outside of measuring demand, this is the most useful way to scope your report.