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NEO report controls
Reports training - page 3/6
Demographics & client information
Lets say you're asked to fill out a table like the one below. What is this table asking for, and how do you get the data out of NEO?
| Fill out for all activity that occurred in September 2019 | |||||
Man | Woman | Trans Man | Trans Woman | Not Listed | |
Contacts | |||||
Unique Clients | |||||
New Clients | |||||
What is this table asking for?
Contacts - how many transactions occurred in Sept 2019 with each gender?
Unique clients - how many unique clients of each gender had a transaction in Sept 2019?
New clients - how many unique clients of each gender had a transaction in Sept 2019 who were also new to the program as of that same month?
How do you get the data out of NEO?
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
How many transactions occurred with each gender?This report will show you both anonymous clients and clients registered with a code.
2. Select your date range.
3. Select your Sites
4. Check off the Combine Site Results box.
Result:
|
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
How many unique clients of each gender were served?This report will only show you clients who are registered with a client reference code. Anonymous clients are not counted as unique clients.
Result:
|
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
How may new clients were registered?This report will only show you clients who are registered with a client reference code.
2. Select your date range.
3. Select your Sites
4. Check off the Combine Site Results box.
Result:
|
| Tip | ||
|---|---|---|
| ||
So what's the difference between 103-Gender and 003-Gender? 103-Gender is getting its data from NEO's transactions records, whereas 003-Gender is getting its data from NEO's client records. The date range for 103-Gender is referring to when the transaction took place, whereas the date range for 003-Gender is referring to when the client was registered. |
NEO report controls
Reports training - page 3/6
