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Emily Branton

CEO Link2Feed

Webinar Host

Link2Feed Reports 2.10.0 Webinar

Welcome!

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Housekeeping Items

The Basics

Webinar is being recorded

Participants will stay on mute to reduce background noise

Webinar recording and slides will be sent after the session
Webinar demos upcoming changes, not a training
Use Chat and Reactions

Link2Feed staff will be monitoring the chat for questions
Most questions will be addressed within the chat

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Reports 2.10.0 Rollout

L2F System Updates

UI Changes in Client Intake, Inventory and Kids Café
New Reports Templates Option
New Bulk Programs Report
Phasing out Generic Report

Inventory Changes: Some UI Changes with setting up your reports that match Client Intake and Kids Café applications

Has specific changes to reports:

“Product Sources”: If there are more than 16 options for Product Sources, the checkbox will switch to a searchable text box of names. Product Sources only appear on the Status Report.
“Organizations”: If there are more than 16 options for Organizations, the checkbox will switch to a searchable text box of names. Organizations only appear on the Status Report.
“Measurement Type”: Measurement types are now displayed in radio buttons instead of checkboxes.

Report Templates: Users can now create templates for their reports within the Client Intake and Kid’s Cafe applications.

Bulk Report: The “Bulk Program Report” is a new type of report consisting of several sub-reports for different program types. For example, if a user runs a Bulk Program Report on “Backpack Programs,” there will be only one sub-report counting the data of the Backpack Programs. However, if a user runs a Bulk Program Report on “Snack Programs” and “Meal Programs,” there will be three sub-reports: Total Bulk Programs, Snack Programs and Meal Programs.

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Reports 2.10.0 Rollout

Benefits of System Changes

UI Changes

Separate sections
More intuitive
Makes recurring reports more clear
More options on WHO will receive the report

Report Templates

Highest request for improvement
Re-use your custom setup to easily change the dates/items (vs. creating a brand-new report)
Easily share standardized templates across the organization

Bulk Report

Easier/cleaner access to your custom categories

Very briefly touch on the programs (i.e. their purpose/function)

Inventory Changes: Some UI Changes with setting up your reports that match Client Intake and Kids Café applications

Has specific changes to reports:

“Product Sources”: If there are more than 16 options for Product Sources, the checkbox will switch to a searchable text box of names. Product Sources only appear on the Status Report.
“Organizations”: If there are more than 16 options for Organizations, the checkbox will switch to a searchable text box of names. Organizations only appear on the Status Report.
“Measurement Type”: Measurement types are now displayed in radio buttons instead of checkboxes.

Report Templates: Users can now create templates for their reports within the Client Intake and Kid’s Cafe applications.

Bulk Report: The “Bulk Program Report” is a new type of report consisting of several sub-reports for different program types. For example, if a user runs a Bulk Program Report on “Backpack Programs,” there will be only one sub-report counting the data of the Backpack Programs. However, if a user runs a Bulk Program Report on “Snack Programs” and “Meal Programs,” there will be three sub-reports: Total Bulk Programs, Snack Programs and Meal Programs.

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The Salvation Army Pathway of Hope

link2feed.com

Reports 2.10.0 Demo

link2feed.com

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Q & A

link2feed.com

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Next Steps

Reports 2.10.0 Rollout Dates

Original Release communications were sent Monday, January 31
Updates will be pushed to test sites on Monday, February 14
Live sites will receive new Reports updates on Monday, February 28
Next Reports Learning Webinar is on Tuesday, March 8
Review 2022 Product Release & Launch Roadmaps for future L2F Rollouts!