Reports

On the Reports page, there are a number of reports intended to help you better understand who is using CORES RMS and how they use it.

Report data is displayed in tabular format, as well as a variety of chart formats for raw and visual data, and you can make selections, filter, and sort the data to refine the results. You can also export whole report data and data from specific report widgets for analysis or use in other products.

Alerts An alert, update, advisory, information, drill, or test message that can be sent & received through delivery methods such as email, voice, text, fax, or inbox. and scheduled notifications An alert, update, advisory, information, drill, or test message that can be sent & received through delivery methods such as email, voice, text, fax, or inbox. also allow you to monitor the reports for specific criteria and to update others about data progression.

Example An admin can run a report to see how many volunteers A user who can participate in missions, request shifts, and record volunteer hours. joined a mission, how many hours were worked, and which organizations Official entities, such as public health authorities, healthcare agencies, and corporations. are most active.

Report data

Reports display data based on your assigned roles and permissions. To keep report data relevant, some reports exclude archived, deleted, or closed records.

The following report updates are included:

• Account Status Works with roles and permissions to determine the features you can access. and List of Accounts Used to track and manage users. Accounts differ from your profile, which is used to modify personal settings for using the solution. by Role reports now exclude archived and deleted organizations and accounts with a status of Archived, Deleted, or Closed.

• List of Organizations with Member Counts report now excludes archived and deleted organizations. Members with an account status of Archived, Closed, or Deleted are also excluded from member counts.

• Organization Details report now excludes archived and deleted organizations.

• Standard Group Comprised of accounts with certain shared characteristics, such as role or location, but not necesarily employer. report now excludes archived and deleted groups. Members with an account status of Archived, Closed, or Deleted are also excluded from member counts.

• Occupation, County, Prior Commitments, and Referrals reports now exclude accounts with a status of Archived, Closed, or Deleted from user counts.

• Mission, Shift, and Time Tracking reports now exclude archived missions.

Account membership counts

The List of Organizations with Member Counts report separates organization membership into accepted and pending account counts.

• Number of Accepted Accounts includes active and inactive accounts with an Active organization membership status.

• Number of Pending Accounts includes active and inactive accounts with a Pending or Researching organization membership status.

Accounts with a status of Archived, Closed, or Deleted are not included in these counts.

The information in these reports is accessible if you are a client admin, but may vary depending on whether you have "run-reports" set up for your organization permissions. For more information on permissions, refer to the system and organization roles page or the Solution Permissions page.