Reports Explained
There are a number of reporting features on Upshot which allow you to track the progress of your projects and your attendees during the time that you have worked with them. You can run reports on projects you are associated with and attendee data you are not restricted from.
Report templates can be set up and save you time when running reports regularly. Note these templates are unique to your user profile.
People Report
The
People report is one of the most powerful tools within Upshot. This report allows you to filter by any attendee information you have collected, demographical and geographical data, attendance or non-attendance, as well as timeline events.
The
People report allows you to download the details of attendees who match the selected criteria into a spreadsheet. From the People report you can
Email attendees and send
Surveys, as well as
Archive and
Pseudonymise attendees.
Attendance Report
The Attendance report allows you to download all the registers for specific Projects, Activities and Locations into a spreadsheet. There is the option to report within a date range and also to include attendee personal details within a report. Various pieces of data can be displayed in the Attendance Report including Volunteer time, Amount paid and more.
The Attendance report can also be downloaded as a Database Table which can give users more options to analyse their data. Please refer to the guide
here for more information on this.
Statistics Report
The Statistics report is an excellent way to quickly report on the quantitative data collected across your projects. It will immediately give you statistics such as unique attendees, attendances, contact hours and session hours. You can group the statistics in a variety of ways such as by activity, gender, ethnic background, location and more. You can also choose to group by any custom fields from your registration form.
If the project cost is inputted, the system will calculate an average
Cost - per participant/participant attendance/hour delivered/session delivered and
accreditation gained. You can also filter statistics by date ranges, create templates and export the data to a spreadsheet for further analysis. Any figures which are not relevant to a particular report can be removed.
Map
The Map plots all attendees and activity locations according to their postcodes. Overlays can be applied to view where your attendees live in relation to the Index of Multiple Deprivation such as crime and employment. All data is taken from the Office of National Statistics and the overlays can be broken down into Lower Super Output Areas, Medium Super Output Areas and Local Authority.
Written report - Attendee & Projects
The Written Report allows you to download all of the information on Upshot associated to a specific attendee or Project into a Word document.
Attendee reports can be viewed as the basis of a case study. This report is fully customisable to include information that you wish to show, and if there is information you wish to omit this can also be done. Please refer to the
Attendee Report guide for more information.
The
Project Report allows you to download all the information on Upshot associated with a certain project. Please refer to the
Project Report guide for more information on this report.
Standardised Questions
The Standardised Questions report can only be accessed by users with System Admin access. Standardised questions can be used in surveys. This report allows you to download information on participant responses to these questions alongside certain details around those participants, such as Age and Gender. Allowing you to analyse the downloaded data to search for any links between certain question responses and participant criteria.
Strategies
The Strategies Report brings together a summary of your attendance, timeline event and standardised questions data by Strategies and Outcomes.
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.
Please refer to the Strategies Report guide for more information.
Timeline Events Report
The Timeline Events Report can be used to find the number of times a certain Timeline Event has been recorded or the number of attendees who have this Timeline Event recorded against their profile.
This can be broken down further using the available filters to look at the amount of Timeline Events in a certain time period or those Timeline Events associated with projects, activities or outcomes.
Reporting on Surveys
Survey results can be viewed within Upshot, either in terms of an attendee's individual response or the deployment overall. Users can also download all the survey results for further analysis, as well as taking advantage of the Survey comparison tools on the system.
Please refer to the Reporting on Surveys guide for more information.
Other reporting features
Indicators: Indicators help you monitor the progress of your targets, giving you a great way to visually track the progress of your project.
Please refer to the
Indicators guide for more information.
Session Report: From an attendee’s profile you can view and download all sessions they have participated in and the data associated with it such as individual session notes.
Exporting locations: From
Edit locations, System admin and Project managers can download a report on all location that have been added to your account. The report includes information such as address, IMD percent and the number of projects, activities and sessions that have taken place a location.
By outcome: Within a project a user can report By outcome(s). When the report is generated, any information around Measured and Evidenced Indicators, Contributing Activities and Media associated will be listed. This can be filtered by date range if required.
Please refer to the Reporting on Outcomes guide for more information.
Key Terms
Attendee:
This is a participant, someone who accesses your services. You track your work with attendees through session registers, timeline events, media and surveys.
Archiving:
The archiving feature will allow you to store attendees that are no longer actively engaging in your projects and activities. Their data remains but they are no longer directly accessible for day-to-day use. For more information on this please refer to the
Archiving guide.
Project:
Projects are ways of dividing up the work you deliver as an organisation. They can contain their own key performance indicators and activities. Access to projects can be restricted for each Upshot user.
Pseudonymisation:
Pseudonymisation is a function that replaces or removes information that identifies an individual. This allows you to delete personal information you no longer want or need to keep, without erasing the attendee’s participation data. Once attendees are pseudonymised they are instantly archived. This means they are no longer included in active searches. In addition, personal identifiers are deleted or scrambled and only historical participation data is retained. N.B.: It is not possible to reverse pseudonymisation of an attendee. Once the system has removed the personal identifiers of an attendee, they cannot be recovered. For more information on this please refer to the
Pseudonymisation guide.
