Reporting Templates
Here at Upshot we have built a handful of reporting templates to support users reporting on their data. These templates allow users to drop existing Upshot report exports into the template, refresh the report and automatically be presented with a summary of the data.
The links to the templates and explanations around them are found below.
If you would like to provide feedback on any of our reporting templates, or suggest any other resources that might be helpful when analysing your Upshot data, please complete our feedback form here.
Reporting on Attendee Locations
For organisations using Upshot that work with attendees in the UK, entering the postcode of an attendee will provide a number of geographical fields about the individual's location.
Click here to download a Reporting Template for reporting on your sessional data by attendee locations.
By copying data from an organisation's Attendance Report export into the pre-built Reporting Template, organisations can report on their attendance data grouped by the following location options:
- First half of the postcode
- Authority
- District
- Constituency
- Ward
- IMD Bracket
The different tabs within the template will display how many unique attendees you have engaged from each of these areas, the number of attendances they have made, their contact hours, and how many sessions they have attended.
The postcode field is required for this template to work, and can be a powerful field for organisations to collect with the amount of insight it can provide about your attendees. For more information about the power of postcodes, please see our guide here.
For guidance on how to use the Reporting Template, please see the video below.
Reporting on Session Tags
Each session within Upshot can be tagged with one or more Session Tag. This can be useful for filtering your session list, but is also reportable through the Attendance Report. To support organisations to report on Session Tags through the Attendance Report, we have created a reporting template which will summarise your attendance data by Session Tag.
Click here to download a Reporting Template for reporting on Session Tags.
By copying data from an organisation's Attendance Report export into the pre-built reporting template, organisations can report on their tags in ways such as:
- Amount of sessions, attendees and attendances in relation to specific tags
- In relation to an attendee, the specific tags they have attended and how many times
- In relation to individual sessions, the tags that have been added to them
For guidance on how to use the Reporting Template, please see the video below.
Reporting by User
Reporting by Session Registrar
Every session recorded on the system will have a session registrar.
Click here to download a Reporting Template for reporting by Session Registrars.
By copying data from an organisation's Attendance Report export into the pre-built Reporting Template, organisations can quickly see key stats around their Session Registrars like below.
The different tabs within the template will highlight how many sessions, hours or people have been engaged with by an organisation's different session registrars. This information is also broken down by project and activity.
For guidance on how to use the Reporting Template, please see the video below.
Reporting by Timeline Events - Recording User
Every Timeline Event recorded on an Attendee's profile will also capture the 'recording user' - i.e. which Upshot user added the Timeline Event.
Click here to download a Reporting Template for reporting by user in relation to Timeline Events.
By copying data from an organisation's Timeline Event Report export into the pre-built Reporting Template, organisations can quickly see key stats around their users like below.
The different tabs within the template will provide information about the amount and type of Timeline Events recorded by each Upshot user, as well as the link between the user and attendees in terms of Timeline Events.
For guidance on how to use the Reporting Template, please see the video below.
Reporting on Volunteers
Click here to download a Reporting Template for reporting on your volunteers.
By copying data from an organisation's Attendance Report export into the pre-built Reporting Template, organisations can quickly see key stats around their volunteers like below.
The different tabs within the template will provide overall summary information about your volunteers, such as the number of times they have volunteered and their number of volunteering hours and minutes. Additionally, information about volunteers can be broken down by project or activity, as well as looking at specific sessions.
For guidance on how to use the Reporting Template, please see the video below.