Do you want to know how many applications your site has helped clients complete? Do you want to know what day is the busiest day of the week for your site? Luckily, The Benefit Bank software has easy to use reporting features that make getting the information you need as simple as a few clicks. Site administrators have access to a report generator as well as a charts and graphs generator. In a few simple steps, you can get the information you need for that report you’re working on, or to see who your most productive counselor is.
The first step a Site Administrator needs to take to get to the information is to go to http://www.ohiobenefits.org and log in to your OBB account.
After you login to your account you will want to click “Report Portal” under organization management in the counselor portal, as seen in this screenshot below.
Once you click “Report portal”, you will be given a few options. The first tab, the “Main” tab is where you will actually generate the reports, charts, and graphs you are looking for. To generate a report, click “Generate/Save a Report”. To view graphs and charts, click “View Graphs and Charts”. You can also check the status of a report you requested. There are also options to share reports with other users and to save reports for future use.There is also a PDF made by Solutions for Progress that explains in more detail about reporting, and that can be found on this page as well.
"Generate/Save a Report" offers the option to generate reports like the ones that you receive via email monthly. If you need to know exact numbers of applications completed, and the value of the benefits you helped your clients receive, then this is the option you will want to use.
There is a drop menu that lists all the available reports, and under that is a menu to choose which site you would like to receive a report for. You will only be able to choose your agency from the site drop down menu below the report menu. Once you have all the options selected, click “RUN” and your report will be emailed to the address that is in your profile. Please note that reports can take up to an hour to be generated, depending on the complexity of the report. You will not receive a report right away.
This is the screen you will see when you click "RUN". It will tell you that the report was requested and that it is being sent to the email address that is listed in the user profile. Again, please note that reports may take up to an hour to be generated and sent to your email address.
The charts and graphs offer more detailed activity reports than some of the reports that you can generate from the report generator.To view charts and graphs, you will select your site in the drop down menu, select the range of dates and then click “Generate Report”. You will immediately be redirected to the charts and graphs that TBB generates. You can also export the data for other uses. This option will generate charts and graphs on your most productive counselor, as well as what time and what days your site is most active.
For more information on reporting, refer to the manual that is offered on the main tab in the or contact your Regional Coordinator or your Community Trainer.
