Strategies Report
The Strategies Report brings together a summary of your attendance, timeline event and standardised questions data by Strategies and Outcomes.
Outcomes are the change you are working towards (e.g. improved attitudes towards sport). Strategies contain multiple outcomes and are linked to projects. Activities, timeline events and standardised questions can be linked to specific outcomes on the system. The Strategies Report then allows you to report on all of your work and impact made towards a specific strategy or outcome.
The Strategies Report can be used to report on data from across a whole account, or a number of accounts for Facilitating organisations. The report is therefore particularly powerful for reporting across projects, and for evidencing work and impact towards your organisational long-term vision, theory of change, or funder strategies.
Accessing the Strategies Report
To access the Strategies Report go to Reports > Strategies
Report Filters
Once accessed, you are able to choose from a range of filters to specify the strategies and outcomes you wish to report on, the projects and activity types they are associated with, and the date ranges you are interested in. Facilitating Organisations are also able to filter by programme, organisation and project category.
Report Sections
Having made your required initial selections from the report's filters, you are then presented data across three sections: activities, timeline events and responses. The filters move to the right-hand side of the page, and the report can be rerun with changes made to the required filter selections.
Activities
The Activities section provides you with a summary of data related for submitted sessions. All activities within your Upshot account must be associated to at least one outcome. Data will be displayed for all activities with associations to the outcomes you have run the report on.
If you have chosen to report across multiple strategies or multiple outcomes, the data for these will be displayed one after another. As the two outcomes can be associated with the same activity, the data displayed for each outcome may represent the same attendees or attendances. Users should therefore avoid adding together the data from each outcome, but instead use the report to report by each outcome in turn.
Data is combined for all projects selected for the report.
Timeline Events
Within the Timeline Events section, you are able to view a summary of all timeline events associated to your selected outcomes. When adding a timeline event to an attendee's profile, you have the option to associate firstly a project, and then any outcome available within the chosen project.
As with activities, timeline events can have multiple outcome associations. Data for each outcome is presented in turn, with the possibility for the same timeline event to contribute to more than one outcome's data.
Responses
The Responses section displays the results of any of your standardised questions that are included in your surveys.
Standardised questions are survey questions created in your account that can be used within any of your surveys to ensure that the same question is being asked in the same way, provide a link between responses to the same question from different surveys, and enhancing reporting.
When creating standardised questions, you can associate multiple outcomes to each question. As with activities and timeline events, the same question can therefore be presented within multiple outcome sections.
The results you see within the Strategies Report are for those responses held within the account. Therefore, if the standardised questions were created within a facilitating organisation account shared to and sent from your account, you will be able to see the responses to these within the Strategies Report. Alternatively, surveys sent from a facilitating organisation are only viewable at the facilitating organisation. Facilitating organisations have the ability to filter responses by organisation, either selecting specific delivery organisation accounts, or their own facilitating organisation, for those surveys which they have sent themselves.
The Strategies Report will not show any data if a selection is made in the filters section for a project or activity type, as standardised questions are not able to be associated to this aspects of an account.
Downloading the report
The Strategies Report also allows you to export the Activities and Timeline Events information. This can be done within these respective sections by clicking on either Download or Download via Email.
Activities
The Activities Export contains two tabs, Your outcomes and Your outcomes - by activity.
The Your outcomes tab provides the on-screen data from the Strategies Report for the outcomes as a whole, in a spreadsheet format, allowing you to keep a record of the data shown within Upshot. The export additionally allows for more complex reporting - such as comparisons between data for different outcomes.
Your outcomes - by activity provides the same information, broken down by activity. For each activity, the activity type is also provided. This tab of the report will also display all of your activities that are linked to the filtered outcome regardless of whether there have been any submitted sessions within the activity. It is therefore a useful way to find all of the activities which are linked to a specific outcome.
For example, if you were to run the Strategies Report against all of your Strategies and all of your Outcomes, the export will show a comprehensive overview of all of your activities, their activity types and their associated outcomes. This may be particularly useful if you want to review which outcomes you have associated with which activities.
Timeline Events
Exporting the Timeline Events via either of the download options will download a Timeline Events Report, filtered by your selected outcomes, and any other filters chosen. This report allows you to see the detail of the Timeline Events, such as the associated Projects, Activities, Outcomes and the Recording user, as well as enabling users to carry out more complex reporting.
For more information about this export, please see our guide on the Timeline Events Report.
Key Terms
Activity:
The different classes, workshops, events, forums, groups, etc. that are delivered within a project These are often the physical outputs in your programme.
Facilitating organisation:
Facilitating Organisations accounts are an over-arching account linked to a number Delivery Organisation accounts, where attendee and session data is inputted. If applicable, information feeds through from the Delivery Organisation level to the higher Facilitating Organisation level for reporting purposes.
Outcome:
Each project or piece of work that organisations undertake should have direct outcomes, pre-conditions that bring about an organisations long-term strategy. Outcomes are the change you are working towards.
Project:
Projects are ways of dividing up the work you deliver as an organisation. They can contain their own key performance indicators and activities.
Standardised questions:
Standardised questions are survey questions that can be used to enhance the reporting available to organisations when used.
Strategy:
A cumulative group or banner that outcomes sit within. Often seen as the impact or long-term effect of programming.
Timeline event:
Each attendee on the system has a timeline and you can track points of interest on their journey as "timeline events". These record what has happened or changed with a participant outside of regular session data and can often be viewed as individual outcomes from participating in the project.