Welcome to Neoserra

Filtering and Reporting

Webinar Topic Overview

• What is a Filter?• How to create Filters• Applying Filters to other areas of Neoserra, including:

– Using client Filters to populate mass e-mail recipient lists– Using client Filters to narrow report output– Using client Filters as a basis for viewing activity records– Using client Filters to create a batch of counseling

sessions– Using client Filters to reassign primary counselors

• Managing saved Filters• Cool Filtering features

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What is a Filter?

• Subsets are now called Filters• A Filter is a user-defined grouping of records in the

Neoserra database that share one or more common criteria. Filters can be created for almost every record type.

• Filters are accessed from the “blue ribbon” or magnifying glass

• Filters are persistent• Saved filters can be accessed from the “Filter” menu

and can be deleted from Manage|Saved Filters• FAQ: http://www.outreachsystems.com/resources/help/neoserra/faq.jsp?id=n64

Filtering and Reporting

What Is a Filter?

A Filter can be as complicated as:– Finding all clients that have (or have not) been

counseled within a certain time frame– Finding all woman-owned businesses located in a

particular congressional district that have a Web site, have more than one full-time employee, and have attended one of your program’s events within the last year

– There is no limit to the number of criteria you can string together…

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Filtering and Reporting

Creating a Filter

• Golden Rule: Have a very clear idea of exactly what you want to accomplish with your Filter

• For example, what does “find all active clients” mean to you?– Is it: Any client in the database that hasn’t been

inactivated?– Or is it: Any client that has received counseling

recently? If so, how recently? And what type of counseling?

– Or is it: Any client that has received counseling or attended an event or is subscribing to Bid Match?

• All of the above are possible. You just need to identify your exact needs before getting started!

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Filtering and Reporting

Demonstration

• Find all Woman-Owned Clients in State District CA-30

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Filtering and Reporting

Demonstration

• Find all Woman-Owned Clients in State District CA-30 excluding Veteran-Owned Businesses

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Filtering and Reporting

Demonstration

• Find all Woman-Owned Clients in State District CA-30 excluding Veteran-Owned Businesses AND who have been counseled in the last 12 months

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Filtering and Reporting

Demonstration

• Find all Woman-Owned Clients in State District CA-30 excluding Veteran-Owned Businesses who have been counseled in the last 12 months across ALL centers

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Filtering and Reporting

Demonstration

• Sending a Mass E-mail to Filter Members

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Filtering and Reporting

Demonstration

• Generating a Report Based On a Filter

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Filtering and Reporting

Demonstration

• Using a Client Filter to Narrow the Display of Client Activity Records – Let’s do this two different ways!

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Filtering and Reporting

Demonstration

• Find all Woman-Owned Clients in State District CA-30 excluding Veteran-Owned Businesses who have been counseled in the last 12 months across all centers who have been counseled regarding a Business Plan.

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Filtering and Reporting

Using a Client Filter to Create a Batch of Counseling Sessions (Admins only)

• You can simultaneously create multiple counseling session records to easily document an outreach effort made to a large number of clients

• For example, you can document:– An e-mail sent to all woman-owned businesses that details relevant changes in

government contracting– A conference call for HUBZone businesses

• To easily assign potentially hundreds (or thousands) of clients to a counseling session, create a Filter first and then assign the entire Filter to counseling session record

• This is great for mass closeouts!

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FAQ Resource: http://www.outreachsystems.com/resources/help/Neoserra/faq/25.asp(you can also type “batch counseling sessions” into Neoserra’ Help field to reach this resource)

Filtering and Reporting

Demonstration(Admins only)

• Using a Client Filter to Create a Batch of Counseling Sessions– Closeouts– Batch counseling– Mass updates (including counselor transfers)

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Filtering and Reporting

Managing Saved Filters

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Under Manage|Saved Filters, you can perform several actions upon Filters YOU have previously saved:•Share with other users•Delete the Filter•Edit the Filter

– Underlying SQL (be careful!)– Which centers records are pulled from (make sure

this is compatible with who you’ve shared Filter with)

NOTE: Neoserra administrators have access to all saved Filters

Filtering and Reporting

Demonstration

• Managing Saved Filters

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Filtering and Reporting

Cool Filterting Features

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Let’s look at some more advanced Filterting features. For example let’s find:•All clients who do NOT have an email address•All clients who do not have a nine-digit zip•All clients who have a referral from description•All clients who have NOT been counseled in the last 90 days

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Questions?