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DD Report builder - activities view release comparison

Updated over a month ago

This document details the redesign of the Report builder - activities view app included in our latest Data Discovery release.

For the next few months, you will have access to both the old version and new version of the app so you have time to familiarise yourself with the new version before the old version is removed. The new version has a red banner with “New” written in the icon for the app:

Our aim with this document is to enable you to:

  1. Familiarise yourself with how to use the new version

  2. Update your DD report mapping spreadsheets to reflect the new version

  3. Update any bookmarks you have saved

  4. Update any saved views (created using “Monitor in activity center”)

We highly recommend you set aside time to complete these steps over the next 2 months. If you need further support with this, contact us at: support@noted.com

Key Changes Overview

This release focuses on enabling the Report builder - activities view to support Whanaunga āwhina, a new Noted feature which will replace the Whānau feature. Improvements to user experience have also been incorporated based on customer feedback.

Feature Area

Previous Version

New Version

Whanaunga āwhina

Not supported

Supported

User Interface

Cluttered, less intuitive navigation

Streamlined, cleaner design improved navigation

Look up sheets

Separate sheets for each set of tables

Simplification to one sheet with all look up tables

Detailed comparison for report mapping

The following tables are designed to assist you in updating your report mapping spreadsheets to the new version. Most of the terminology is similar but dropdowns have been reorganised. Rather than reading through these tables end to end, we suggest that you use them for searching for anything you can’t find in the new version or where you aren’t sure if you’ve found the equivalent to your previous mapping. You may want to use CTRL + F to search for a term from your report mapping to find its equivalent in the new version.

Note: terminology used here is the generic Noted terms, your organisation may have custom words in place of some of these e.g. “Client” may be displayed as “Tangata” or “Whaiora” for your organisation.

Aggregate report builder sheet

Mapping

Old Version

New Version

Define counts/sums:

Count activity sessions in period

Get counts related to Activity sessions:

Activity session in period = Yes

Define sum/count:

  1. Do you wish to count or sum = Count (e.g. Activity sessions occurring in period)

  2. What do you wish to count = Count Activity sessions in reporting period

Define counts/sums:

Count clients with activity sessions in period

Get counts related to Activity sessions:

Unique Clients with Activity sessions in period = Yes

Define sum/count:

  1. Do you wish to count or sum = Count (e.g. Activity sessions occurring in period)

  2. What do you wish to count = Count unique Clients linked to Activity sessions and/or Actions in reporting period

Define counts/sums:

Count activity sessions with min attendance

Get count of Activity sessions where attendance was min a specified number:

  1. Select attendance number for client group session… = <select from dropdown>

  2. Enter min attendance = <enter number>

Define sum/count:

  1. Do you wish to count or sum = Count (e.g. Activity sessions occurring in period)

  2. What do you wish to count = Count activity sessions with a minimum of a specific attendance/booked number…

  3. Which attendance/booked number = <select from dropdown> (Note: options are more general than in the old version, so additional filtering might be required to achieve the same report)

  4. Enter min activity session XX number = <enter number>

Define counts/sums:

Count activity sessions with min duration

Get count of Activity sessions where duration was min a specified number:

  1. Add count to report = Yed

  2. Enter the minimum duration (min) = <enter number>

Define sum/count:

  1. Do you wish to count or sum = Count (e.g. Activity sessions occurring in period)

  2. What do you wish to count = Count activity sessions with a minimum of activity session duration (min) in reporting…

  3. Enter min activity session duration (min) = <enter number>

Define counts/sums:

Sum activity session kaimahi booked number

Get sums related to Activity sessions:

  1. Sum booked number for Clients group session/Open hui/Organisation group session = Organisation group session Kaimahi booked number

Define sum/count:

  1. Do you wish to count or sum = Sum up numbers (e.g. total of Activity session duration…)

  2. Which numbers would you like to sum up = Activity session Kaimahi booked number (Note: this option is more general than in the old version, so additional filtering might be required to achieve the same report)

Define counts/sums:

Sum activity session kaimahi booked number

Get sums related to Activity sessions:

  1. Sum booked number for Clients group session/Open hui/Organisation group session = Client group session Kaimahi booked number

Define sum/count:

  1. Do you wish to count or sum = Sum up numbers (e.g. total of Activity session duration…)

  2. Which numbers would you like to sum up = Activity session Kaimahi booked number (Note: this option is more general than in the old version, so additional filtering might be required to achieve the same report)

Define counts/sums:

Sum activity session kaimahi booked number

Get sums related to Activity sessions:

  1. Sum booked number for Clients group session/Open hui/Organisation group session = Unclassified group session Kaimahi booked number

Define sum/count:

  1. Do you wish to count or sum = Sum up numbers (e.g. total of Activity session duration…)

  2. Which numbers would you like to sum up = Activity session Kaimahi booked number (Note: this option is more general than in the old version, so additional filtering might be required to achieve the same report)

Define counts/sums:

Sum activity session expected participation number

Get sums related to Activity sessions:

  1. Sum booked number for Clients group session/Open hui/Organisation group session = Organisation group session supporters booked number

Define sum/count:

  1. Do you wish to count or sum = Sum up numbers (e.g. total of Activity session duration…)

  2. Which numbers would you like to sum up = Activity session expected participation number (Note: this option is more general than in the old version, so additional filtering might be required to achieve the same report)

Define counts/sums:

Sum activity session expected participation number

Get sums related to Activity sessions:

  1. Sum booked number for Clients group session/Open hui/Organisation group session = Client group session booked number

Define sum/count:

  1. Do you wish to count or sum = Sum up numbers (e.g. total of Activity session duration…)

  2. Which numbers would you like to sum up = Activity session expected participation number (Note: this option is more general than in the old version, so additional filtering might be required to achieve the same report)

Define counts/sums:

Sum activity session kaimahi attendance number

Get sums related to Activity sessions:

  1. Sum attend numbers for clients group session/open hui/organisation group session = Open hui Kaimahi attendance number

Define sum/count:

  1. Do you wish to count or sum = Sum up numbers (e.g. total of Activity session duration…)

  2. Which numbers would you like to sum up = Activity session kaimahi attendance number (Note: this option is more general than in the old version, so additional filtering might be required to achieve the same report)

Define counts/sums:

Sum activity session kaimahi attendance number

Get sums related to Activity sessions:

  1. Sum attend numbers for clients group session/open hui/organisation group session = Organisation group session Kaimahi attendance number

Define sum/count:

  1. Do you wish to count or sum = Sum up numbers (e.g. total of Activity session duration…)

  2. Which numbers would you like to sum up = Activity session kaimahi attendance number (Note: this option is more general than in the old version, so additional filtering might be required to achieve the same report)

Define counts/sums:

Sum activity session kaimahi attendance number

Get sums related to Activity sessions:

  1. Sum attend numbers for clients group session/open hui/organisation group session = Client group session Kaimahi attendance number

Define sum/count:

  1. Do you wish to count or sum = Sum up numbers (e.g. total of Activity session duration…)

  2. Which numbers would you like to sum up = Activity session kaimahi attendance number (Note: this option is more general than in the old version, so additional filtering might be required to achieve the same report)

Define counts/sums:

Sum activity session participants attendance number

Get sums related to Activity sessions:

  1. Sum attend numbers for clients group session/open hui/organisation group session = Open hui attendance number

Define sum/count:

  1. Do you wish to count or sum = Sum up numbers (e.g. total of Activity session duration…)

  2. Which numbers would you like to sum up = Activity session attended participants number (Note: this option is more general than in the old version, so additional filtering might be required to achieve the same report)

Define counts/sums:

Sum activity session participants attendance number

Get sums related to Activity sessions:

  1. Sum attend numbers for clients group session/open hui/organisation group session = Organisation group session attendance number

Define sum/count:

  1. Do you wish to count or sum = Sum up numbers (e.g. total of Activity session duration…)

  2. Which numbers would you like to sum up = Activity session attended participants number (Note: this option is more general than in the old version, so additional filtering might be required to achieve the same report)

Define counts/sums:

Sum activity session participants attendance number

Get sums related to Activity sessions:

  1. Sum attend numbers for clients group session/open hui/organisation group session = Client group session attendance number

Define sum/count:

  1. Do you wish to count or sum = Sum up numbers (e.g. total of Activity session duration…)

  2. Which numbers would you like to sum up = Activity session attended participants number (Note: this option is more general than in the old version, so additional filtering might be required to achieve the same report)

Define counts/sums:

Sum activity session duration

Get sums related to Activity sessions:

  1. Sum Activity session duration (min) in period = Yes

Define sum/count:

  1. Do you wish to count or sum = Sum up numbers (e.g. total of Activity session duration…)

  2. Which numbers would you like to sum up = Activity session duration (min)

Define counts/sums:

Sum travel time

Get sums related to Activity sessions:

  1. Sum travel time in period = Yes

Define sum/count:

  1. Do you wish to count or sum = Sum up numbers (e.g. total of Activity session duration…)

  2. Which numbers would you like to sum up = Travel time

Define counts/sums: Sum specified attendance numbers

Get sums related to Activity sessions:

  1. Add Activity session specified attendance number = Yes

Define sum/count:

  1. Do you wish to count or sum = Sum up numbers (e.g. total of Activity session duration…)

  2. Which numbers would you like to sum up = Activity session specified attendance number

Select breakdown options:

  1. Breakdown by Activity session info = Activity session specified attendance type

Define counts/sums: Count actions in period

Get counts related to Actions:

  1. Actions in period = Yes

Define sum/count:

  1. Do you wish to count or sum = Count (e.g. Activity sessions occurring in period)

  2. What do you wish to count = Count Actions in reporting period

Define counts/sums: Count unique clients with actions in period

Get counts related to Actions:

  1. Unique clients with actions in period = Yes

Define sum/count:

  1. Do you wish to count or sum = Count (e.g. Activity sessions occurring in period)

  2. What do you wish to count = Count unique clients linked to Activity sessions and/or Actions in reporting period

Define counts/sums: Sum asset usage number in period

Get sums related to Actions:

  1. Sum Asset usage number in period = Yes

Define sum/count:

  1. Do you wish to count or sum = Sum up numbers (e.g. total of Activity session duration…)

  2. Which number would you like to sum up = Asset usage number

Define counts/sums: Sum asset inn/out numbers in period

Get sums related to Actions:

  1. Sum Asset in/out numbers in period = Yes

Define sum/count:

  1. Do you wish to count or sum = Sum up numbers (e.g. total of Activity session duration…)

  2. Which number would you like to sum up = choose one or more:

    1. Asset action total collected (input only)

    2. Asset action total distributed (output only)

Breakdown options

Reporting period breakdown options

Reporting period breakdown options

Breakdown options

Static demographic options - gender, age, ancestral root/whakapapa

Client info options:

  1. Breakdown by client info = <select from list>

Breakdown options

Interval type options - Responsible Kaimahi

Responsibility info options:

  1. Breakdown by Responsible Kaimahi = Yes

Breakdown options

Interval type options - Client role lvl1, Client role lvl2, Client’s tag name

Client info options:

  1. Breakdown by client info = <select from list>

Breakdown options

Activity session related data

Activity session info options

Breakdown options

Action related data

Action info options

Breakdown options

Request for Team pathway/waitlisting/Team pathway related data:

  1. How to relate Requests, Waitlistings, Team pathways and Wellbeing pathways to Activity session date/action date = <select from list>

Request, Waitlisting, Team pathway and Financial pathway info options:

  1. When should the Action/Activity session have occurred = <select from list>

Breakdown options

Request for Team pathway/waitlisting/Team pathway related data:

  1. + Team pathway name AND/OR

  2. Request/Waitlisting/Team pathway fields = <select from list>

Request, Waitlisting, Team pathway and Financial pathway info options:

  1. Request/Waitlisting/Team pathway/Financial pathway info = <select from list> (Note: team pathway name is available here)

Breakdown options

Request for Team pathway/waitlisting/Team pathway related data:

  1. +Wellbeing pathway name AND/OR

  2. +Wellbeing pathway goal Wellbeing aspect

Wellbeing pathway info options

Line report builder sheet

Mapping

Old Version

New Version

Report focus: Activity sessions

Add Activity session information:

  1. Button Add Activity session information

  2. Activity session related data = <select from list>

  1. What should have occurred in the reporting period = Show Activity sessions that occurred in the reporting period

Activity session information:

  1. Add Activity session info = <select from list>

Report focus: Activity sessions

Add Activity session information:

  1. Button Add Activity session information

  2. Add booked numbers for Client group session/Open hui/Organisation group session = <select from list>

  1. What should have occurred in the reporting period = Show Activity sessions that occurred in the reporting period

Activity session information:

  1. Add Activity session info = <select from list>

Report focus: Activity sessions

Add Activity session information:

  1. Button Add Activity session information

  2. Add attending numbers for Client group session/Open hui/Organisation group session = <select from list>

  1. What should have occurred in the reporting period = Show Activity sessions that occurred in the reporting period

Activity session information:

  1. Add Activity session info = <select from list>

Report focus: Activity sessions

Add Activity session information:

  1. Button Add Activity session information

  2. Add number for Activity session specified attendance type = <select from list>

  1. What should have occurred in the reporting period = Show Activity sessions that occurred in the reporting period

Activity session information:

  1. Add Activity session specified attendance number for = <select from list>

Report focus: Activity sessions

Add Activity session information:

  1. Button Add Activity session information

  2. Activity session Client participation = Yes

  1. What should have occurred in the reporting period = Show Activity sessions that occurred in the reporting period

Client information:

  1. How should Client info be added = Add a row for each Client

Report focus: Activity sessions

Add Activity session information:

  1. Button Add Activity session information

  2. Kaimahi participation = Yes

  1. What should have occurred in the reporting period = Show Activity sessions that occurred in the reporting period

Kaimahi information:

  1. How should Kaimahi info be added = Add a row for each Kaimahi linked to Activity sessions

Report focus: Actions

Add Action information:

  1. Select how to add Action information = List Actions

  2. Select what Action information to list = All Action type lvl 1 done

  1. What should have occurred in the reporting period = Show Activity sessions that occurred in the reporting period

Information to add to report:

  1. List all Action type lvl 1 done during the Activity sessions = Yes

Report focus: Actions

Add Action information:

  1. Select how to add Action information = List Actions

  2. Select what Action information to list = All Action type lvl 2 done

  1. What should have occurred in the reporting period = Show Activity sessions that occurred in the reporting period

Information to add to report:

  1. List all Action type lvl 2 done during the Activity sessions = Yes

Report focus: Actions

Add Action information:

  1. Select how to add Action information = List Actions

  2. Select what Action information to list = All Observations done during Observation actions

  1. What should have occurred in the reporting period = Show Activity sessions that occurred in the reporting period

Information to add to report:

  1. List all Observations done during the Activity sessions = Yes

Report focus: Actions

Add Action information:

  1. Select how to add Action information = List Actions

  2. Select what Action information to list = All Wellbeing aspect levels from Evaluations

  1. What should have occurred in the reporting period = Show Activity sessions that occurred in the reporting period

Information to add to report:

  1. List all Wellbeing aspect levels done during the Activity sessions = Yes

Report focus: Actions

Add Action information:

  1. Select how to add Action information = List Actions

  2. Select what Action information to list = All Interventions attempted

  1. What should have occurred in the reporting period = Show Activity sessions that occurred in the reporting period

Information to add to report:

  1. List all Interventions attempted during the Activity sessions = Yes

Report focus: Actions

Add Action information:

  1. Select how to add Action information = Specific Action

  2. Select specific Action to add information for = Basic Action information on all Actions

  1. What should have occurred in the reporting period = Show Actions that occurred in the reporting period

Information to add to report:

  1. Add action info = <select from list>

Report focus: Actions

Add Action information:

  1. Select how to add Action information = Specific Action

  2. Select specific Action to add information for = Screening

  3. Select Screening score field to add = <select from list>

  4. Select Screening detail field to add = <select from list>

  1. What should have occurred in the reporting period = Show Actions that occurred in the reporting period

Information to add to report:

  1. Add further info for a specific Action type lvl 1 = Add info on Screenings

  2. Add Screening score field value for = <select from list>

  3. Add Screening detail field value for = <select from list>

Report focus: Actions

Add Action information:

  1. Select how to add Action information = Specific Action

  2. Select specific Action to add information for = Observation action, Evaluation OR Intervention

  1. What should have occurred in the reporting period = Show Actions that occurred in the reporting period

Information to add to report:

  1. Add action info = <select from list>

Report focus: Actions

Add Action information:

  1. Select how to add Action information = By Action type lvl 2

Dropdowns appear to add columns to the report

  1. What should have occurred in the reporting period = Show instances of Action type lvl 2 completions that occurred in the reporting period

Information to add to report:

  1. Add action info = Action type lvl 2

Add other columns from the Action information section - these dropdowns are very similar to the old version

Add client information

Add Client information - all client dropdowns

Client information:

  1. How should Client info be added = Add a row for each Client

  2. All previous client dropdowns have been combined into “Add client info”

Add additional information

Add Client information:

  1. Add list of Responsible Kaimahi = Yes

Additional information:

  1. List Responsible Kaimahi at time of event = Yes

Add additional information

Add Client information:

  1. Add list of Requested Team pathway = Yes

Additional information:

  1. List Team pathways at time of event = Yes

Add additional information

Add Client information:

  1. Add list of Wellbeing pathway name = Yes

Additional information

  1. List Wellbeing pathways at time of event = Yes

Look up sheets

Mapping

Old Version

New Version

Select if you want to be able to view, export and merge….

No selections available

Select if you want to be able to view, export and merge data based on Activity session ID or Action ID - to view non Activity/Action look up tables, select an option from the list, you’ll need to determine which is most relevant to your report

Activity sessions tables

  1. Activity sessions sheet

  2. All tables

  1. Look up sheet

  2. Tables: Activity session information for Activity sessions with Activity session date in selected reporting period

NB: More information has been added to the Basic Information table to replace previous tables e.g. “Client hui” columns

Actions tables

  1. Actions sheet

  2. All tables

  1. Look up sheet

  2. Tables: Action information for Actions with Action date in selected reporting period

Responsibility table

  1. Interval type information sheet

  2. Responsibility table

  1. Look up sheet

  2. Tables: Responsibility and Contingency plan information

  3. Responsibility table

Client tables

  1. Interval type information sheet

  2. Tables:

    1. Client external ID type

    2. Client’s tag name

    3. Guardianship

    4. Client role lvl 1 for client

  1. Look up sheet

  2. Tables: Group Whanaunga āwhina and client information

    1. Client external ID type

    2. Client’s tag name

    3. Guardianship

    4. Client role lvl 1

Contingency plan table

  1. Interval type information sheet

  2. Contingency plan for client table

  1. Look up sheet

  2. Tables: Responsibility and Contingency plan information

  3. Contingency plan table

Request tables

  1. Team pathway related information sheet

  2. Tables:

    1. Request, Waitlisting and Team pathway with Activity session…. (only Request columns)

    2. Request status

    3. Request details

  1. Look up sheet

  2. Tables: Request information

NB: How to relate Requests, Waitlisting, Team pathways and Wellbeing pathways to Activity session date/Action date - no longer required

Waitlisting and team pathway tables

  1. Team pathway related information sheet

  2. Tables:

    1. Request, Waitlisting and Team pathway with Activity session… (Waitlisting and Team pathway columns)

    2. Waitlisting status

    3. Team pathway status

    4. Waitlisting details

    5. Team pathway details

  1. Look up sheet

  2. Tables: Waitlisting, Team pathway and Financial pathway information

NB: How to relate Requests, Waitlisting, Team pathways and Wellbeing pathways to Activity session date/Action date - no longer required

Wellbeing pathway tables

  1. Wellbeing pathways sheet

  1. Look up sheet

  2. Tables: Wellbeing pathway information

NB: How to relate Requests, Waitlisting, Team pathways and Wellbeing pathways to Activity session date/Action date - no longer required

Related Articles
How to create a report
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Creating a client note
DD Report builder - team pathway view release comparison
DD Deep view release comparison
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