Zoho Analytics: Are there any reports included with my Zoho account to get me started?

Yes!  When a new Zoho account is created, we include a few sample reports/dashboards to get you started.  These are located in a separate folder (Sample Reports), and your organization is free to duplicate, modify, move or remove them as needed.  

Here is a summary of the reports/dashboards currently included in a new Zoho account setup:

FC & GCM workspaces:

Compliance Reports

Activities: Service Date vs. Completed Date: Must add Activities.DaysToCompletion with this formula: datetime_diff(day,"ActivityDate","CompletedOn")

Compliance - Activities and Reports: Shows compliance data for all activities and reports for cases and homes

qry_ComplianceReportSetup: Custom query that pulls together all activities and reports for cases and homes and displays caseworker, date due, activity/report date, status, on time, performed by, completed on, and case/home name

Custom Labels

CustomLabels - Activities: View of all labels of custom columns and their corresponding field numbers for any activity

CustomLabels - Reports: View of all labels of custom columns and their corresponding field numbers for any report

Demographics Report: Name, age, gender, race, referral source, *branch, **city, **county, and **household income (*FC only, **GCM only)

Monthly Census: Displays census over time with a separate line for each year

Productivity Reports

Staff Encounters: Includes date, time, units, and encounters (direct & indirect)

FC only:

Billing Activity Dashboard: Tracks admission dates, discharge dates, current rates, rate changes, and current placements

AR Reports

DaysCare: AR Data: Custom query that pulls together all data displayed on the Organization Billing> AR Generation screen in eR (Year, BatchDates, Program, Cust #, Client Name, DOB, Age, Home Name, Home Type, StartDate, EndDate, Level, ReferringOrg, Admin, Board, DOC, Other, Total, DaysCare)

DaysCare: AR Report w/Age: Shows all data displayed on the Organization Billing> AR Generation screen in eR

Billing Dashboard Reports

Admissions

Discharged Cases

Placements Changes

Rate Revisions

Rates by Expiration

Disruption Reasons: Replace Activities.CustomField5 with the field that reflects DisruptionReasons for your agency.  Also, adjust the ActivityType filter to reflect the correct ActivityType where DisruptionReasons are captured.

Training Dashboard: Contains two reports: Foster Parent Training and Babysitter / Caregiver Training

Training Data and Reports

Babysitter / Caregiver Training: Tracks household and non-household member training and expiration dates

Foster Parent Training: Tracks foster parent training and expiration dates

qry_FosterParentTrainingData: Custom query that pulls together training data for both foster parents in a home

qry_HouseholdAndNon-HouseholdMemberTrainingData: Custom query that pulls together training data for all individuals related to a home

GCM only:

Productivity Reports

Hours Document: Units per caseworker and activity type

Staff Training

qry_StaffTrainingData: Custom query that pulls together training data for all staff

Staff Training: Tracks staff training and expiration dates

We will continue to add to this list so check back often to see if we've added something your agency would find helpful!  

Note: If your agency is interested in any of the above queries/reports/dashboards and you do not see them in your Zoho workspace, please contact support@extendedreach.com.  Let us know the exact name of the report(s)/dashboard(s) you would like and the name of the workspace where you would like them to be copied [for example, extendedReach (Helping Hands Demo - TXFC)].