Report Configurator
newPick a report, set its filters, and preview it live — funnels, waterfalls, trends, AR aging and more, all on one config-driven engine.
Enrollment
Client intake & pipeline
Attendance
Session participation rates
Financial
Revenue & collections
Average Client Payment
By program / by county
Sliding Scale & Fee Waivers
Reduced-fee & waiver activity
Terminations
By period / by reason
Agency
Referral sources & outcomes
Outcomes (SPSS)
Pre/post assessment data
Court Letters
Letter generation log
Police Report
Santa Clara County variant
County-specific format/filer required by Santa Clara law enforcement.
Referral & marketing analytics are blocked on Michael's master metrics list. The tiles below name the metric families requested but carry no values — exact definitions, per-source/agency segmentation, time windows, and computation are intentionally not assumed. Each becomes a live widget once the canonical list is confirmed.
Referral → Enrollment time
⚑ pending
avg days, intake to active
Conversion % per source / agency
⚑ pending
referred → enrolled, by source
Speed-to-contact
⚑ pending
referral receipt → first outreach
Monthly past-EBD by agency
⚑ pending
enrollments past Expected Begin Date
Report-download counts
⚑ pending
per report / per agency
Overdue volume
⚑ pending
overdue referrals / reports
Round 1 client-feedback metric requests. The host report sections exist, but these metrics are blocked on Michael's master metrics list — exact definitions, segmentation, time windows, and computation are intentionally not assumed. Listed by name as disabled rows until the canonical list is confirmed.
Enrollment Conversion Rate
Intake · requested by Perla · host: Enrollment / Dashboard
Facilitator Attendance Rate
Facilitation · requested by Theo · host: Attendance / Webinars
Amends / Norms count (by facilitator / class / lane / gender)
Facilitation · requested by Nichole / Nicole / Anna · host: Session Mode / Outcomes
Top Reports
Most-used reports, ranked for one-click run
| # | Report | Section | Runs (90d) | Last run | Actions |
|---|---|---|---|---|---|
| 1 | Monthly Attendance by Agency | Attendance | 142 | May 21, 2026 | |
| 2 | Referrals Needing Follow-Up (40-day) | Agency | 118 | May 22, 2026 | |
| 3 | Progress Reports Due | Enrollment | 97 | May 20, 2026 | |
| 4 | Monthly Financial Summary | Financial | 88 | May 1, 2026 | |
| 5 | Pre/Post Outcomes Export (SPSS) | Outcomes | 61 | Mar 15, 2026 |
Report Builder
Configure, save, and re-run named reports
| Report Name | Section | Format | Default Range | Last Run | Actions | |
|---|---|---|---|---|---|---|
| Referrals Needing Follow-Up (40-day) Pinned | Agency | CSV | Rolling 40 days | May 22, 2026 | ||
| Monthly Attendance by Agency | Attendance | CSV | Prior month | May 21, 2026 | ||
| Q1 Financial Summary | Financial | Quarter | Apr 1, 2026 | |||
| Pre/Post Outcomes Export — Cohort 7 | Outcomes | SPSS (.sav) | Cohort window | Mar 15, 2026 |
Recent Exports
Monthly Attendance Report — April 2026
CSV • Generated May 2, 2026
Q1 Financial Summary
PDF • Generated Apr 1, 2026
SPSS Data Export — Pre-Program Cohort 7
SPSS (.sav) • Generated Mar 15, 2026