All about CharityTracker

Well, we’ve been at it again, and we’re happy to show you several more improvements made to the reporting feature of CharityTracker.

1. The Reports tab, in the My Agency tab, now features a list of Recently Requested Reports. Now you can easily access reports you’ve recently made. This is also handy to be able to check the status of your CSV reports.
   
2. Also in the Reports tab, a new report: Household Report. This report gives you a list of households based on the criteria you choose.
   
3. When requesting a report on assistance given to a case, there is now the option to sort the results based on Newest to Oldest.
   
4. There is now a checkbox to give you the option of whether or not to include the Assistance Summary on each report.
   
5. Now, on an individual case report, it is noted who verified the ROI, when they verified it, and when the ROI will expire.
   
6. Now reports will show, within a specific date-range, how many clients were first-time visitors.
   

As always, your voice matters to us and shapes CharityTracker each and every day. We’d love to hear your thoughts. Just click the “feedback” button in the top-right hand corner of CharityTracker anytime.