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CORE Report Release Notes

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Stephanie Holmes
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Below is a list of updates made to the reports listed on the Chapter Reports page in CORE.

Please address questions to help@score.org.

03/30/2018: Changes to multiple reports were released this week. These report updates are detailed below.

Dashboard Reports (National, District, Chapter)

1. Accessibility changes:

  • Report now uses the same, more readable font.
  • Report now uses a much larger point size.
  • Report now uses consistent colors from the official SCORE color palate, which increases contrast.
  • Increased whitespace to separate text from cell border.

2. The % of Women and Minority Volunteers metric has been broken down into two separate metrics. One for % of Women Volunteers and another for % of Minority Volunteers. Data is not available prior to fiscal year, 2018. These metrics are defined below. The description of these metrics is also available on the report when hovering over the metric name.

  • % of Minority Volunteers: Ratio of Volunteers that are of Hispanic Ethnicity or a Racial Minority. This information is obtained from the volunteer profile in CORE.
  • % of Women Volunteers: Ratio of Volunteers that are Female. This information is obtained from the volunteer profile in CORE.

3. Removed the % of Women and Minority Volunteers metric.

4. Added menus to the top of the report to allow users to view data for an individual month as well as the entire fiscal year and fiscal year to date.

5. On the District Dashboard Report, an error was fixed in the calculation of the Session Follow On Rate's YTD % Change.

6. On the National Dashboard Report, an error was fixed in the calculation of the Volunteer Certification % for the selected month of the prior fiscal year.

National Clients Not Yet Counseled Aging Report

1. Accessibility changes:

  • Report now uses the same, more readable font.
  • Report now uses a much larger point size.
  • Report now uses consistent colors from the official SCORE color palate, which increases contrast.
  • Increased whitespace to separate text from cell border.

2. Menus were added to the top of the report to allow users to view data for the entire fiscal year or for the selected fiscal year YTD.

3. Report file name was updated to better describe the data being pulled in the report.

4. Column labels were updated to be more descriptive and hover text was added to describe each one.

5. The report query was updated to use the reporting database and data is now refreshed every hour on this report.

6. When viewing this report, the following metrics are available. The description of these metrics is also available on the report when hovering over the metric name.

  • Total Mentoring Requests on the CNYC List Less Than 15 Days Old: Total number of mentoring requests created during the selected time period that are less than 15 days old and have no New Case or Follow-on sessions with hours greater than zero and no Close Out sessions.
  • Total Mentoring Requests on the CNYC List 15 to 30 Days Old: Total number of mentoring requests created during the selected time period that are 15 to 30 days old and have no New Case or Follow-on sessions with hours greater than zero and no Close Out sessions.
  • Total Mentoring Requests on the CNYC List 31 to 45 Days Old: Total number of mentoring requests created during the selected time period that are 31 to 45 days old and have no New Case or Follow-on sessions with hours greater than zero and no Close Out sessions.
  • Total Mentoring Requests on the CNYC List 46 to 60 Days Old: Total number of mentoring requests created during the selected time period that are 31 to 45 days old and have no New Case or Follow-on sessions with hours greater than zero and no Close Out sessions.
  • Total Mentoring Requests on the CNYC List Over 60 Days Old: Total number of mentoring requests created during the selected time period that are over 60 days old and have no New Case or Follow-on sessions with hours greater than zero and no Close Out sessions.
  • Total Mentoring Requests (MRE): Total number of mentoring requests (MRE) created during the selected time period. An MRE is a request for mentoring submitted by the client through www.score.org or a chapter website. An MRE is also automatically created when a new client is added in CORE. This number does not include requests with the MRE type, Workshop.
  • Total Mentoring Requests on the CNYC List 15 or More Days Old: Total number of mentoring requests created during the selected time period on the Clients Not Yet Counseled list. These requests are 15 or more days old and have no New Case or Follow-on sessions with hours greater than zero and no Close Out sessions.
  • % of Mentoring Requests on the CNYC List 15 or More Days Old: The percentage of mentoring requests created during the selected time period on the Clients Not Yet Counseled list. This number is calculated by dividing the total CNYC 15 or More Days Old by the total Mentoring Requests (MRE).

7. Additional metrics are available when exporting the report and are listed below. Steps to export this report can be found here: https://help.score.org/hc/en-us/articles/115012193227-How-to-Export-Data-from-BIRT-Reports

  • Chapter, District and Region Information
  • The month, fiscal year and time frame the report was run for. i.e. APR 2018 YTD Overview

8. Some additional notes:

  • Mentoring Requests with the MRE Type, Workshop, are not included in the totals on this report. Only those requests with the MRE type, Email, Face-to-Face and Phone are included in the report totals.
  • Users are able to run this report for their own chapter as well as all other active SCORE chapters nationwide.

02/27/2018: The new Client Conversion Report has been released and is now available on the Chapter Reports page in CORE. This report provides chapters with a number of metrics around mentoring requests and converting those client requests to mentoring sessions.

When viewing this report, the following metrics are available. The description of these metrics is also available on the report when hovering over the metric name.

  • Total Clients: Total number of clients with a mentoring request created during the selected time period.
  • Total Mentoring Requests (MRE): Total number of mentoring requests (MRE) created during the selected time period. An MRE is a request for mentoring submitted by the client through www.score.org or a chapter website. An MRE is also automatically created when a new client is added in CORE.
  • Total MREs Mentored: Total number of mentoring requests created during the selected time period with at least one mentoring session. A mentoring session is defined as a New Case, Follow-On or Close Out session with hours greater than zero.
  • Total MREs Not Mentored: Total number of mentoring requests created during the selected time period with no mentoring sessions.
  • Total MREs Closed Out: Total number of mentoring requests created during the selected time period that have a Close Out session with zero hours and no mentoring sessions.
  • Client Conversion Rate %: The percentage of mentoring requests created during the selected time period that have at least one mentoring session. This number is calculated by dividing the total MREs Mentored by the total Mentoring Requests (MRE).

Additional metrics are available when exporting the report and are listed below.

  • Chapter, District and Region Information
  • Average MREs per Client: This number is calculated by dividing the total Mentoring Requests (MRE) by the total Clients.
  • Mentoring Request Source Breakdown:
    • Total MREs from the Web: Total number of mentoring requests created during the selected time period that were submitted by the client through www.score.org or a SCORE-branded chapter website (i.e. atlanta.score.org).
    • Total MREs from CORE: Total number of mentoring requests created during the selected time period that were automatically created when a new client was added in CORE by a volunteer or chapter admin.
  • Total MREs Deleted: Total number of mentoring requests created during the selected time period that have been deleted by the chapter admin in CORE. Deleted MREs are not included in the totals of any other metric on this report.
  • Report Run Date: The date and time the report the user ran the report. The time is in UTC format which is 5 hours ahead of the Eastern time zone.

Steps to export this report can be found here: https://help.score.org/hc/en-us/articles/115012193227-How-to-Export-Data-from-BIRT-Reports

Some additional notes:

  • Mentoring Requests with the MRE Type, Workshop, are not included in the totals on this report. Only those requests with the MRE type, Email, Face-to-Face and Phone are included in the report totals.
  • Users are able to run this report for their own chapter as well as all other active SCORE chapters nationwide.
  • Menus are available at the top of the report that allow users to view data for an individual month as well as the entire fiscal year and fiscal year to date.
  • To print, we recommend exporting the report and printing, instead of using the print icon in the report viewer toolbar. If using the print icon in the report viewer toolbar, be sure to switch to Landscape orientation.
  • Accessibility changes have been applied to this report including use of a larger font size and consistent colors from the official SCORE color palate, which increases contrast.

02/16/2018: Changes to all three Clients Not Yet Reports and Dashboard Reports were released this week. These report updates are detailed below.

  • Clients Not Yet Reports (Assigned, Contacted and Counseled):
    • Additional fields are now available when exporting the report data. These include the Region Name and Number of the chapter. Steps to export this report can be found here: https://help.score.org/hc/en-us/articles/115012193227-How-to-Export-Data-from-BIRT-Reports
    • A bug was fixed on the Mentoring Request Create Date and Time field so the time is correctly displayed and does not default to 12:00PM for each request.
    • Updated the reports so Mentoring Requests with the Type, Workshop, are not included in the list.
    • Removed extra options in the data sets available to export so only CustomReport can be selected. The CustomReport option includes all fields available on the report itself as well as the additional fields available in the export only.
  • Dashboard Reports (National, District and Chapter):
    • Various metrics renamed to be more descriptive in both the Client and Sessions/Workshops Data sections.
    • Updated hover text on both National Recorded Workshops metrics.
    • Total Unique Clients Srvd Nat Email Mentoring and Total Unique Clients Srvd Local Mentoring metrics removed from the report.

02/03/2018: Changes to multiple reports were released this week. These report updates are detailed below.

  • Chapter Volunteer Rosters Report: Completion data for the new training module, 303 Simple Steps to Exiting Your Business, has been added to this report. This field is available when exporting the report data. Steps to export this report can be found here: https://help.score.org/hc/en-us/articles/115012193227-How-to-Export-Data-from-BIRT-Reports
  • Clients Not Yet Counseled Report: Mentoring requests with a close out session with zero hours were not being removed from this report. This bug has been fixed.
  • Form 5 Report:
    • Fixed date format in the hover text of the start and end date parameters.
    • Start date parameter now defaults to the first day of the current fiscal year and the end date parameter now defaults to the current date.
    • Report now pulls data for 2018.
  • MIS Chapter Report: This report has been updated to fix a bug that prevented users to drilldown to the Chapter level MIS report when viewing FY17 data.

01/19/2018: This release included updates to the Monthly MRE Report and all MIS Reports. These report changes are detailed below.

1. Monthly MRE Report:

  • Added a column on the report for the MRE Type. This is the request type of the mentoring request (i.e. Face-to-Face, Email).
  • Included both the mentoring request create date and mentoring request create date and time to the report.
  • Updated the report header to include the Chapter name and number as well as the Month and Year being viewed.
  • Report Access updated to allow volunteers with a district or regional leadership role to see the mentoring requests of every chapter in their district and/or region, instead of just their own chapter's requests.
  • Accessibility changes:
    • Report now uses the same, more readable font.
    • Report now uses a much larger point size.
    • Report now uses consistent colors from the official SCORE color palate, which increases contrast.
    • Increased whitespace to separate text from cell border.

2. MIS Reports (National, Region, District, Chapter):

National Recorded Online Workshop data has been added to the MIS Reports for fiscal years 2017 and 2018 and is available at the National, Region, District and Chapter level. Data added to these reports include the total number of attendees that viewed a recorded online workshop available on the national www.score.org website as well as the number of recorded online workshops viewed during that timeframe.

The recorded online workshop views are credited to chapters based on the zip code the client entered on the event registration form. Clients that entered an invalid zip code on this form are still included in the national total but are affiliated with a National Region, District and Chapter.

Clients that attended a national live webinar or viewed a chapter online workshop are not included in these totals.

To view and download a list of the clients that watched a recorded online workshop on the national www.score.org website, use the National Online Workshop Client Leads report available on the Chapter Reports page in CORE. Click the following link to view the release notes for this report: https://help.score.org/hc/en-us/articles/115015191988?flash_digest=c14180f7b3d09e85c4185bacf805307293152f5c#11012017

12/21/2017: Additional fields have been added to the export of the Clients Not Yet Counseled Report. These fields are listed below. Steps to export the report data can be found here: https://help.score.org/hc/en-us/articles/115012193227-How-to-Export-Data-from-BIRT-Reports.

  • Whether or not a non-session note has been added in CORE for this client's mentoring request.
  • The date the client's mentoring request was assigned to the volunteer.
  • Whether or not there is an appointment scheduled in CORE for this client's mentoring request.
  • Age range of the client's mentoring request (i.e. 1-7D, 8-14D, >14D).

12/08/2017: This release included updates to the multiple reports. These updates are detailed below.

1. Client Sessions Summary Report:

  • Added menus to the top of the report to allow users to view data for an individual month as well as the entire fiscal year and fiscal year to date.
  • Fixed Database connections so data from FY 2012 - 2015 could be accessed. Note: The Session Notes and In Business fields are not available for FY 2012 - 2015 data.
  • Added additional fields to the data available in the report export. These include the Session Notes, the mentoring request's Create Date and the client's question from the associated mentoring request. Steps to export the report data can be found here: https://help.score.org/hc/en-us/articles/115012193227-How-to-Export-Data-from-BIRT-Reports.
  • Fixed the logic that calculates the Total Counseling Hours for a mentoring session. All co-mentors' hours are now included in this total.
  • Accessibility changes:
    • Report now uses the same, more readable font.
    • Report now uses a much larger point size.
    • Report now uses consistent colors from the official SCORE color palate, which increases contrast.
    • Increased whitespace to separate text from cell border.

2. Volunteer Performance Report:

  • Fixed Database connections so data from FY 2012 - 2015 could be accessed.
  • Fixed format of the client_nid on the Sessions drilldown report.

3. NPS Summary and Detail Reports: Spelling error fixed on the sum_neutral field name.

12/05/2017: This release included updates to all MIS Reports and the Chapter Volunteer Rosters Report. These updates are detailed below.

1. Chapter Volunteer Rosters Report:

  • Completion dates for the required training module, 008 SCORE's Culture of Inclusion, were added to the report view, replacing the FY18 SLATE & COE course information. The completion date for the 009 FY18 SLATE & COE course is still available in the report export.
  • Completion data for the new training module, 202 SCORE's Culture of Inclusion Resources, was added to this report. This field is available when exporting the report data. Steps to export this report can be found here: https://help.score.org/hc/en-us/articles/115012193227-How-to-Export-Data-from-BIRT-Reports

2. MIS Reports (National, Region, District, Chapter): These reports were updated to fix a bug in the logic that checks the current month. This bug caused an issue with the individual Month links in the grids at the top of the report. This bug only affected users when running the report for FY2017.

12/04/2017: Updates made to the NPS Survey Summary and Detail Reports. These changes are detailed below.

  • Format of the Client_Survey_Timestamp field fixed in the export file of the report.
  • Report Access updated to allow volunteers with a leadership role to see the survey responses for everyone in their chapter, district, and/or region, instead of just their individual survey responses.
  • Report file names were updated to better describe the data being pulled in the report.

11/21/2017: Changes to multiple reports were released this week. These report updates are detailed below.

  • Chapter Volunteer Rosters Report: This report was updated to include completion data for the new training module, 008 SCORE's Culture of Inclusion. This field is available when exporting the report data. Steps to export this report can be found here: https://help.score.org/hc/en-us/articles/115012193227-How-to-Export-Data-from-BIRT-Reports
  • Clients Not Yet Contacted/Assigned/Counseled Reports: The day ranges on these reports were updated to 1-7 days, 7-14 days, and over 14 days. The age of the client's mentoring request is determined by the date the request was created. Sorting was also fixed on these reports.
  • Local Workshop Reports: The Local Workshop by Chapter and Local Workshops for All Chapters Ranked Reports were fixed so that data from FY 2012 - 2015 could be accessed.

11/01/2017: New National Online Workshop Client Leads Report has been released. This report provides chapters with a list of client leads. The clients listed in this report registered and viewed an online workshop on the national www.score.org website. This report does not include clients who attended a national live webinar or viewed a chapter online workshop.

Each chapter is provided a list of leads in their area. The closest chapter is determined by the zip code the client entered on the registration form before viewing the workshop. These leads can easily be downloaded and uploaded into Constant Contact.

This report includes the client information, the name of the workshop they viewed and how many times they viewed it. Other data available in the export includes whether the client has already been entered into CORE as well as whether they have been mentored by a SCORE volunteer in the past.

Accessibility changes:

  • All reports now use the same, more readable font.
  • All reports now use a much larger point size.
  • All reports now use consistent colors from the official SCORE color palate, which increases contrast.
  • Increased whitespace to separate text from cell border.

Other changes:

  • Updated Report Access to allow volunteers with the role of Regional Vice President, District Director or Assistant District Director to pull a report for all chapters in their district or region instead of having to pull each one individually.
  • Added menus to the top of the report to allow users to view data for an individual month as well as the entire fiscal year and fiscal year to date.
  • To print, we recommend exporting the report and printing, instead of using the print icon in the report viewer toolbar.

08/14/2017: New local workshop reports were deployed.  A new MIS report was deployed to aggregate data at a regional level.  We continue to apply accessibility changes to all reports.

1. Local Workshops Reports Release Notes

  • Accessibility changes:
    • All reports now use the same, more readable font.
    • All reports now use a much larger point size.
    • All reports now use consistent colors from the official SCORE color palate, which increases contrast.
    • Increased whitespace to separate text from cell border.
  • Updated Report Access to allow volunteers with the role of Regional Vice President, District Director or Assistant District Director to pull a report for all chapters in their district or region instead of having to pull each one individually.
  • Added menus to the top of these reports to allow users to view data for an individual month as well as the entire fiscal year and fiscal year to date.
  • Improved printer-friendly report view to make it easier to print.

2. Local Workshops for All Chapters Ranked by Total Attendees

3. Local Workshops by Chapter

4. MIS Regional reports

  • A new MIS report is available to view data by region and drill down into the districts in each region.

03/01/2017: Volunteer Performance reports are live. These detail individual volunteer mentoring contributions as both a lead and co-mentor. This report drills down to show session and client details as well.

1. Accessibility changes to Volunteer Performance Reports:

  • All reports now use the same, more readable font.
  • All reports now use a much larger point size.
  • All reports now use consistent colors from the official SCORE color palate, which increases contrast.
  • Increased whitespace to separate text from cell borders.

2. Volunteer Performance Reports:

  • Added menus to the top of Volunteer Performance Report to allow users to view data for an individual month as well as the entire fiscal year to date.
  • Improved printer-friendly report view to make it easier to print.
  • Limited volunteer list for past fiscal years to only display those volunteers that were members at that time. Old report showed current volunteer roster no matter the fiscal year selected.
  • Added total number of NPS survey respondents.
  • Updated Follow-on % calculation to correctly determine the actual percentage of sessions that were a Follow-on.
  • Unpublished volunteer records have been removed from the list.

3. Volunteer Performance Drilldown Reports:

  • Sessions and clients grouped by client type (Email vs. Face-to-Face).
  • Added ability to export additional fields like NPS score, total counseling hours as well as additional client and session details.

1/18/2017: Chapter-level MIS reports are live. These show individual volunteer contributions. These can be found be drilling down from the National report.

1. Accessibility changes to MIS reports:

  • All reports now use the same, more readable font.
  • All reports now use a much larger point size.
  • All reports now use consistent colors from the official SCORE color palate, which increases contrast.
  • Increased whitespace to separate text from cell borders.

2. Chapter-level MIS reports:

  • show volunteers with no sessions. Previous reports did not show this.
  • show inactive volunteers with sessions in the previous year. These volunteers are at the bottom of the report, in grey.
  • show sessions for which a mentor was not assigned. These have the mentor with name “Not Assigned.” This bug has been fixed in CORE, but historical sessions still exist.
  • show a volunteer’s contribution to a chapter, even if he’s switched to another chapter. Some volunteers contribute to multiple chapters in different parts of the country.
  • now render in about three seconds, down from 30.

3. Fixed the January 1 bug in the MIS report menus. Future months had become selectable.

4. Removed cell highlighting in the MIS report menus.

12/14/16: In October 2016, SCORE restructured all CORE data into a new Data Warehouse. This Data Warehouse contains only vetted, accurate data. Using this database, we are rebuilding management reports, one by one, to ensure all reports deliver accurate data.

The first reports using this data are the Dashboard Performance and Clients Not Yet* Reports. The National and District Client Services Reports, aka MIS Reports, were released December 14. We plan to release the Chapter-level MIS report by the end of December. Thank you for your patience.

  • Dashboard and MIS report data now matches.
  • Face to Face and Email mentoring sessions are no longer separated into distinct columns. A future report will break these and other mentoring channels into their own metrics.
  • Mentoring hours have been removed. These will be available on the Volunteer Performance Report.
  • Workshop Attendee Hours have been added to reflect the changing nature of our workshops. Many run more than one hour or have more than one session. This metric captures the total training time.
  • National Workshop Attendees will be added in a future release of the MIS reports, such that chapters get credit for local clients who attend workshops.
  • Active Volunteers represents the number of volunteers who were Active or Provisional during the selected time period. This includes volunteers who transitioned to Inactive or Dropped.
  • The month highlighting on the MIS reports is inconsistent and will be removed in a future release.

12/05/16: In October 2016, SCORE restructured all CORE data into a new Data Warehouse. This Data Warehouse contains only vetted, accurate data. Using this database, we are rebuilding management reports, one by one, to ensure all reports deliver accurate data.

The first reports using this data are the Dashboard Performance and Clients Not Yet Reports. The MIS report is in its final round of acceptance testing. We plan to release this report the week of December 4. Thank you for your patience.

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