VerticalChange

How to request help from the VerticalChange team with pulling data from the Report Builder

VerticalChange Support with Reporting

Learn how data is organized in Vertical Change so that you can easily query the data you need

Understanding the Report Builder

How to query data in Vertical Change to build a basic report

Create a Basic Report

When you need to know a unique number of people in a specific data set

Grouping by Unique Identifiers

Run a Saved Report/Clone a Saved Report

How to tell Vertical Change to pull data for everyone, even if they don't have data entered for a particular form

Require Form Results

Learn how multi-select fields work in the Report Builder and what options you have to filter and search with this type of field

Working with Multi-Select Fields

Explore what options you have to filter and sort data related to program enrollment

Working with Fields Related to Program Enrollment

Learn about the filtering options you have available when you select a date field

Working with Date Fields

When you need to find data for a specific date range

Filtering a Report Builder

Filter a Numeric Field

Understand how the Summary Tab in the Report Builder works.

Looking at Summary Data

How to Export Data

Setting Up Direct Database Access

How to create saved Report Builder reports that are only accessible to certain users

Permissions Access to Saved Reports

Staff Activity Report

Report Locking

Visual Reports (Embedded)

Angela Lim

Creating and running reports, adding filters to reports

Reporting

How to pull a report of data sorted for one program

Pulling Data from one Program

When you want to filter for participants of a certain age when the service occurred

Age at the Time of Service

A walk-through of how to retrieve information about who administered a form and the date the form was administered

Who Administered a Form and When?

How to pull dates associated with form results

Date of Activity vs. Created Time in the Report Builder

How to pull a list of contacts in the system with no activities or assessment forms

Pull Contacts with No Form Results

How to pull a report of contacts with assigned staff

Contacts and their Assigned Staff

Finding Missing Form Results in the Report Builder

Examples of Data that can be Pulled

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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