Example: CCF Marketplace Report
Background
Connecting for Children and Families runs an internal program called CCF Marketplace. When an individual identifies as food insecure, a challenge called “Food Resources Needed” emerges. This challenge has a number of associated solutions, one of which is: “CCF Marketplace”.
When an individual accesses the CCF Marketplace, a CCF staff member clicks on the solution (“Referral”). When “Complete” is clicked on the solution, this solution is logged as executed in the data.
Custom Report
Request
From a reporting standpoint, CCF wanted to track a number of fields as it relates to this specific solution.
For the CCF Marketplace solution, CCF requested:
- A MONTHLY report
- The associated note text
- Client Name
- Household Size of that client
- Age of each household member
- Number of total visits that month
- Whether it was the client’s first time to the CCF Marketplace
Outcome
Based on the above request, we created the following Excel report which is automatically generated on a monthly basis and also available on-demand.