CORE Reporting Guide

Metrics for Growth

Not all volunteers are aware of the metrics available to them each month. The value of these reports is immense, as it allows you to have a month-by-month view of your chapter’s performance.

You can track:

• mentoring sessions, both face-to-face and email
• follow-ons, both face-to-face and email
• workshops and attendees 

You can see how your chapter stacks up to others in the district or nationally. 

This allows for course correction if you start to see a decline or a confirmation of success if the numbers are increasing. You can also get a sense for whether the volunteers in your chapter are accurately entering their sessions. If the numbers on the report look low, it’s worth investigating. As you may know, these reports go directly to the SBA and our funding may be affected, both nationally and on a chapter or district basis, if our numbers are not entered in accurately.

Getting Started

There are two places where you can find reports.

1.  Volunteer Center --->Performance Data

Here you will find the Client Impact Survey, Volunteer Engagement Survey, MIS Reports (national and by district), as well as an explanation of the NPS survey.

2.  Volunteer Center ---> Go to CORE ---> Reports

We are adding new reports as we are able to, but currently, you can find the following reports on this page: Calendar Appointments, Workshops Reports, Services Summary by Chapter, Client Contact Info, Chapter Volunteer Rosters, MIS Reports (national and by district), NPS score.

Using Reports

BIRT is an open-source report designer for web applications. SCORE is using BIRT as a cost-effective reporting solution. All of the reports you will find on the Reports page are created in BIRT.

Entering Parameters

You might be asked to enter a chapter number and/or start date and end date. Other reports require you to enter the date - Start Date and End Date.

Using the Data
In the new BIRT reporting system, we have many new options for reviewing and using the data. For example, rather than static PDFs of the MIS data, you can now export the information into a spreadsheet, drill down from district to chapter to volunteer, and export only the data that you specifically want vs. downloading the entire report. Though we are still working to improve the reports, we are headed towards becoming a more data-driven organization. Below (on the next page) is a “cheat-sheet” to show the features of the new reporting system, and how to access them.

BIRT Icon Cheat Sheet

Export Data
To download a customized report or the training report, please refer to the following related guides:
How to Export Data from BIRT Reports
Training Report