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Reports training - page 2/7

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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 May Sept 2019 with each gender?

Unique clients - how many unique clients of each gender had a transaction in May Sept 2019?

New clients - how many unique clients of each gender had a transaction in May Sept 2019 who were also new to the program as of that same month?

How do you get the data out of NEO?


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titleContacts

How many transactions occurred with each gender?

This report will show you both anonymous clients and clients registered with a code.

  1. Select 103-Gender

2. Select your date range.

3. Select your Sites

4. Check off the Combine Site Results box.

The resulting report will show you the total number of transactions for each gender in your selected date range.

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Result:

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titleUnique clients

How many unique clients of each gender

had a transaction in May 2019

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.

  1. Perform the exact same steps as above to run 103-Gender.
  2. Before generating the report, check off "Unique clients".

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Result:

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titleNew clients

How may new clients were registered?

This report will only show you clients who are registered with a client reference code.

  1. Select 003-Gender

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2. Select your date range.

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3. Select your Sites

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4. Check off the Combine Site Results box.

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Result:

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Tip
title103 vs. 003

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.

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