| 1. | counting unique clients
Posted by rosecondra on 8/18/2008 11:55:49 AM
I know the one report counts clients only once per month, but how do I get the number of unique clients per year? |
| 2. | Re: counting unique clients
Posted by rosecondra on 8/20/2008 2:03:05 PM
Sarah,
It would be helpful, since a lot of grant requests ask specifically for families served or something of that sort for your yearly stats, not just number of appointments held. |
| 3. | Re: counting unique clients
Posted by rosecondra on 6/9/2009 7:28:41 AM
Thanks - this will help a lot! |
| 4. | user accounts
Posted by rosecondra on 6/10/2009 9:58:13 AM
what is the fee to add user accounts? We are at our quota of 5 |
| 5. | Lapsed Client Files
Posted by rosecondra on 4/21/2009 8:15:09 AM
Is there a way to pull off a report of clients who were seen in 2008, but not in 2009? Or, clients who have no visit history in say the last 6 months? |
| 6. | Re: Lapsed Client Files
Posted by rosecondra on 4/21/2009 9:50:41 PM
We would use this report to help purge non-active clients from our "working" file drawer. The drawers are overflowing and we know there are client files in there who have not been seen in the past year. We could move the "old" files to the storage cabinet and free up space. |
| 7. | appt book
Posted by rosecondra on 2/18/2009 3:22:10 PM
We make reminder calls to our Earn While You Learn Clients for the week. Is there a way to print out the appt book with phone numbers? |
| 8. | Purging donor files
Posted by rosecondra on 5/27/2008 9:10:11 AM
Good Morning My EKyros Friends,
Hope you all had a great long weekend. I am looking for a way to purge (or at least tag as inactive) all donors who haven't given in the past 2 years. We mail out a newsletter which has grown to over 2000 and I know there are folks on there who haven't supported the Center in this time frame. I read through past posts, and there was some discussion last year, but I never saw a resolution. |
| 9. | Re: Purging donor files
Posted by rosecondra on 5/28/2008 8:47:20 AM
Margie,
Thanks for your response. I understand that portion of the process, but my dilemma is finding those inactive donors to be able to tag them. As in, how do I get a report to show me folks who have not donated in 2 years so I can tag them (apart from manually going through all files). Thanks for any help you can offer. |
| 10. | Re: Purging donor files
Posted by rosecondra on 5/28/2008 11:26:53 AM
Thanks. This is one thing I love about dealing with you nice Ekyros folks - excellent customer service. Have a great rest of the week. |
| 11. | donations by location
Posted by rosecondra on 10/31/2007 3:01:26 PM
Greetings My Ekyros Friends.
We have just started our second location and as the new director and I were trying to print receipts from their donors, we realized it doesn't sort them that way. It does give that option for donor files, but then there is no donation listed on that report.
Please tell me I'm just missing it because this is very important as each of our centers will have specific supporters and we'll need to call up these reports frequently.
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| 12. | Re: donations by location
Posted by rosecondra on 11/2/2007 12:55:12 PM
You all are awesome! Thanks for all you do. |
| 13. | Re: donations by location
Posted by rosecondra on 1/8/2008 3:45:38 PM
Sarah,
I did not see this update on the Batch Receipts - am I just missing something? |
| 14. | Re: donations by location
Posted by rosecondra on 1/9/2008 11:40:17 AM
Sarah,
This would have been very helpful for year-end giving statements. I'll just have to figure something out in the meantime.
I do understand what a major undertaking the QB integration must be.
I'm not sure if the following would ever be possible, but I worked at a church that had a data managment program called Church Windows. In this program you could design your own report by selecting criteria from any of the fields. Like "single, age 25-30, not in ... |
| 15. | Re: Needs list
Posted by rosecondra on 1/22/2008 3:39:04 PM
I'm revisiting this issue - is there any plan to add due date and phone # to needs list? |
| 16. | Needs list
Posted by rosecondra on 2/5/2007 12:26:32 PM
Is there a way to have the due date print on the closet/boutique needs list? We try to get cribs to our moms about 2 weeks before their due date, but we have to print two separate lists to get the info. |
| 17. | Statistics on moms with kids
Posted by rosecondra on 6/12/2007 2:21:00 PM
How would I access statistics that tell us how many of our moms already have kids when they come to us? |
| 18. | Closet/Boutique Needs List
Posted by rosecondra on 3/30/2007 9:34:39 AM
Is there a way to get the phone number and due date to print on this report. We distribute large items (car seats, cribs) about 3 weeks before the due date and as it is now we must look up and manually add the phone numbers and due dates to the report.
any help appreciated. |
| 19. | profession of faith
Posted by rosecondra on 3/30/2007 9:32:55 AM
When a person makes a profession of faith it adds it to the month of their initial visit, instead of the date the decision was actually made, I suppose because you must edit the initial visit form to add it. Is there a different way to do this, or could a feature be under "Add New . . . spiritual status" or something of that sort |
| 20. | Walkers and Walker Sponsors
Posted by rosecondra on 8/25/2006 11:12:51 AM
I am looking for something that probably exists, I just don't know how to do it.
Is there a way to link Walkers and those who sponsor them. On the donor page I see event (I've added Walk) and I see "sponsoring" but nothing comes in the drop down.
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| 21. | Appointment book
Posted by rosecondra on 8/2/2006 10:42:16 AM
We are attempting some scheduling so that all of our volunteers would have access to the information and can even set appts from home. Here is what we are attempting to do (none of which involve clients)
1 - have my appt book available to volunteers to view/edit - which would be mainly appt w/pastors or business leaders - and have the names show, not just that I'm available or not
2 - we are opening our newly renovated conference room to pastors and/or Bible study leaders to ... |
| 22. | Children of Clients
Posted by rosecondra on 6/1/2006 9:50:21 AM
I am looking for a way to generate a report on ages of client's children. This would not only be pregnancy tests we performed |
| 23. | Re: Children of Clients
Posted by rosecondra on 6/2/2006 8:04:46 AM
I am trying to generate stats relating to the number and ages of the children we serve. |
| 24. | Gospel Presented Statistics
Posted by rosecondra on 5/26/2006 8:23:16 AM
I need to find monthly stats on how many times the Gospel was presented and professions that were made, but I cant find it on the statistics tab. |
| 25. | Re: Gospel Presented Statistics
Posted by rosecondra on 6/1/2006 9:34:46 AM
Thanks Sarah - it is just what I needed |