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?
How many transactions occurred with each gender?
This report will show you both anonymous clients and clients registered with a code.
- Select 103-Gender
2. Select your date range.
3. Select your Sites
4. Check off the Combine Site Results box.
Result:
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.
- Perform the exact same steps as above to run 103-Gender.
- Before generating the report, check off "Unique clients".
Result:
How may new clients were registered?
This report will only show you clients who are registered with a client reference code.
- Select 003-Gender
2. Select your date range.
3. Select your Sites
4. Check off the Combine Site Results box.
Result:
103 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.
When we've pulled all our numbers, we end up with a summary like this:
| Fill out for all activity that occurred in September 2019 | |||||
Man | Woman | Trans Man | Trans Woman | Not Listed | |
Contacts | 481 | 200 | 0 | 1 | 6 |
Unique Clients | 213 | 106 | 0 | 1 | 2 |
New Clients | 92 | 39 | 0 | 0 | 2 |
