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Welcome to Neoserra. Filtering and Reporting Webinar Topic Overview What is a Filter? How to create Filters Applying Filters to other areas of Neoserra,

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Presentation on theme: "Welcome to Neoserra. Filtering and Reporting Webinar Topic Overview What is a Filter? How to create Filters Applying Filters to other areas of Neoserra,"— Presentation transcript:

1 Welcome to Neoserra

2 Filtering and Reporting Webinar Topic Overview What is a Filter? How to create Filters Applying Filters to other areas of Neoserra, including: –Using client Filters to populate mass recipient lists –Using client Filters to narrow report output –Using client Filters as a basis for viewing activity records –Using client Filters to create a batch of counseling sessions –Using client Filters to reassign primary counselors Managing saved Filters Cool Filtering features 2

3 Filtering and Reporting 3 What is a Filter? Subsets are now called Filters A Filter is a user-defined grouping of records in the Neoserra database that share one or more common criteria. Filters can be created for almost every record type. Filters are accessed from the “blue ribbon” or magnifying glass Filters are persistent Saved filters can be accessed from the “Filter” menu and can be deleted from Manage|Saved Filters FAQ:

4 Filtering and Reporting What Is a Filter? A Filter can be as complicated as: –Finding all clients that have (or have not) been counseled within a certain time frame –Finding all woman-owned businesses located in a particular congressional district that have a Web site, have more than one full-time employee, and have attended one of your program’s events within the last year –There is no limit to the number of criteria you can string together… 4

5 Filtering and Reporting Creating a Filter Golden Rule: Have a very clear idea of exactly what you want to accomplish with your Filter For example, what does “find all active clients” mean to you? –Is it: Any client in the database that hasn’t been inactivated? –Or is it: Any client that has received counseling recently? If so, how recently? And what type of counseling? –Or is it: Any client that has received counseling or attended an event or is subscribing to Bid Match? All of the above are possible. You just need to identify your exact needs before getting started! 5

6 Filtering and Reporting Demonstration Find all Woman-Owned Clients in State District CA-30 6

7 Filtering and Reporting Demonstration Find all Woman-Owned Clients in State District CA-30 excluding Veteran-Owned Businesses 7

8 Filtering and Reporting Demonstration Find all Woman-Owned Clients in State District CA-30 excluding Veteran-Owned Businesses AND who have been counseled in the last 12 months 8

9 Filtering and Reporting Demonstration Find all Woman-Owned Clients in State District CA-30 excluding Veteran-Owned Businesses who have been counseled in the last 12 months across ALL centers 9

10 Filtering and Reporting Demonstration Sending a Mass to Filter Members 10

11 Filtering and Reporting Demonstration Generating a Report Based On a Filter 11

12 Filtering and Reporting Demonstration Using a Client Filter to Narrow the Display of Client Activity Records –Let’s do this two different ways! 12

13 Filtering and Reporting Demonstration Find all Woman-Owned Clients in State District CA- 30 excluding Veteran-Owned Businesses who have been counseled in the last 12 months across all centers who have been counseled regarding a Business Plan. 13

14 Filtering and Reporting Using a Client Filter to Create a Batch of Counseling Sessions (Admins only) You can simultaneously create multiple counseling session records to easily document an outreach effort made to a large number of clients For example, you can document: –An sent to all woman-owned businesses that details relevant changes in government contracting –A conference call for HUBZone businesses To easily assign potentially hundreds (or thousands) of clients to a counseling session, create a Filter first and then assign the entire Filter to counseling session record This is great for mass closeouts! 14 FAQ Resource: (you can also type “batch counseling sessions” into Neoserra’ Help field to reach this resource)

15 Filtering and Reporting Demonstration (Admins only) Using a Client Filter to Create a Batch of Counseling Sessions –Closeouts –Batch counseling –Mass updates (including counselor transfers) 15

16 Filtering and Reporting Managing Saved Filters 16 Under Manage|Saved Filters, you can perform several actions upon Filters YOU have previously saved: Share with other users Delete the Filter Edit the Filter –Underlying SQL (be careful!) –Which centers records are pulled from (make sure this is compatible with who you’ve shared Filter with) NOTE: Neoserra administrators have access to all saved Filters

17 Filtering and Reporting Demonstration Managing Saved Filters 17

18 Filtering and Reporting Cool Filterting Features 18 Let’s look at some more advanced Filterting features. For example let’s find: All clients who do NOT have an address All clients who do not have a nine-digit zip All clients who have a referral from description All clients who have NOT been counseled in the last 90 days

19 Filtering and Reporting 19 Questions?


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