Board report template

[LarsKemmann]

We need to create a report that makes it easy to present information in a way that ministries' board of director reports require. This will vary by organization, but having a well-thought-out template would go a long way.

Here's one example of a board report (pulled using actual CareTogether data and measures, but that currently takes 30 minutes of clicking between various screens and sometimes doing very tedious manual inspection of charts).

I plan to first collect some additional examples for us to consider in the design effort for this new report template.

[LarsKemmann]

Here's another example of a board report using actual data. The person who compiled this noted that it's hard to keep up with currently (without Power BI).


Also note the "# of referral calls", which will not be possible to report on until the backend data model has been redesigned to split out cases and referrals into separate (but related) entities.

[LarsKemmann]

Here's a third board report example with actual data. Some of this has to be pulled from external spreadsheets currently because we haven't yet created a straightforward consolidated family & individual reporting model.


(arrangement cost would require financial metrics that are not in scope for now; nights of care is probably sufficient to show)