00:07: Well, good afternoon, friends. 00:10: Welcome. See see the crowd not 00:15: trickling and I like to I like to view this as a Black Friday moment. 00:19: Like you've all been beating down the doors and now you're plowing through. 00:23: Welcome to to our webinar 00:27: today. This is our reports webinar, super excited about that and 00:31: glad you're here with us. My name is Phil from the doc 00:36: Network training, team parent company of Camp, Dock and school 00:40: Doc and yeah I'm excited. 00:43: I've got some my friends here. You all know Gabriella Gabby 00:47: behind the scenes running the chat, answering your questions. 00:50: Throwing helpful links into the chat today and 00:54: many of, you know, you have met, you have seen my friend the 00:59: the Brave, the Intrepid, 01:03: The, the passionate Jesse Welles 01:07: everybody say hello to Jesse Welles. Hi 01:11: everybody. It's nice to be here today. 01:14: I hope you like going well as well as mine. I, it's great. 01:17: I understood most of those words. Yeah, I'm not sure if Intrepid fits like it's 01:21: a word. It's a word. I've heard from things, so I'll 01:25: take it. Yeah. It's also a brand of car model. 01:28: Yeah, that's kind of what I meant. That's that's what I meant so. 01:32: Yeah, you can see Gabby has already added just 01:36: say, I'm gonna put you on the spot here in a second. Gabby has already added a question 01:41: into the chat. If you could add one completely unnecessary item to your camp packing 01:45: list, what would it be Heather? That's a good answer, Sharpie. 01:48: It's it's completely unnecessary, but also very helpful. 01:51: Jesse, your big Outdoors guide, big, former camp director. 01:55: What's your, what's your complete completely unnecessary item. 01:59: And, and in Practical, yes, I would do. 02:03: To an entire palette of really terrible energy drinks. 02:06: So I can just one indulge and two, just hand them out 02:11: as as folks need, okay? Okay. 02:13: I like where I like, where you're going there. Nice, okay. 02:16: Well great. Well Jesse's got energy drinks. 02:19: Heather's got a Sharpie Britney's. 02:21: Bringing a tennis racket. Nice I have questions. 02:23: Yeah, not a ball and not a court. 02:27: Just the racket. I like it. Brittany so gain a deck of card 02:31: seems practical more practical than Jesse's energy drinks or Britney's tennis 02:35: racket so. Well done. Well done, keep those answers coming. 02:38: We'll keep an eye out there. So Sorry, 02:42: Katie got me on that one. Katie bringing a man. We are completely unnecessary. 02:45: Getting more questions than answers. Yeah, more well played, 02:50: well played. All right. Well I yeah, there 02:54: we go. You've had our introductions, Jesse, and myself and 02:58: Gabby part of the camp. Doc School doc team here. 03:01: And 03:03: And man, just a reminder, as we jump into this report's webinar. 03:07: Today, this is one of the many features you all 03:11: were looking for when when it came to signing up with Camp, doc School doc, 03:15: whether that was this year or years ago and we're going to show you how to pull that information out 03:19: of the system. Ultimately increasing camper and participant 03:23: student safety efficiency for your processes. 03:26: And that's part of our role here is to help you all with that. 03:30: And so we want to help help streamline your processes. 03:34: As you go, ultimately making camp and school and your programs 03:38: are more safe and fun environment for for kids because more safe, equals 03:42: more fun. Couple instructions for 03:46: you, you can see down below. We've got a few things going. 03:49: We've got the chat going and that's great for example is like this for Katie telling 03:53: us she's taking a man and and Heather bringing a Sharpie. 03:57: It's great for that sort of stuff. If you have questions about the specific topics recovering. 04:01: We're going to ask you to throw 04:03: In the Q&A box down below, Gabby is going to be keeping an eye 04:07: on those. She'll be answering a handful as well as pumping some of those to us if 04:11: she thinks it's beneficial for the whole group to know, but it also 04:15: helps us in follow-up. If all those are in the question answer box, it 04:19: helps us as far as the way that Zoom reports that back out to us who 04:24: Colleen's bringing zip ties and and Bluetooth. 04:26: Yeah, that's actually yeah, I agree. Jesse pretty practical. 04:29: So, the the webinar is being recorded. 04:32: So we're gonna send that out to you most likely tomorrow, as well as some 04:37: handy dandy resources. So keep an eye out for that as 04:41: well. And then a few definitions that we always like to remind 04:45: people of. And that is, that is the following. 04:48: Oh, did I get ahead of myself? Sorry, Gabby. 04:51: There we go. Yes. So our definitions are 04:56: the following. We tend to refer to Providers as you 05:00: all those of you with access to. 05:03: Back end of the system, you are a provider and if your 05:07: Campers or students or participants those of you on 05:11: the front end of the system or filling out forms, that's a camper participant. 05:16: Additionally, we'll say app, a lot app is not to be confused with 05:20: a phone app but that's just the camp. Doc School doc platform. 05:24: Finally, I think we 05:28: have one or two other definitions, maybe I cover them all. 05:33: All right, there you go. I juggled our order. 05:37: So just agenda, things were going to cover today, we've 05:42: got a number, we're gonna be focusing most of our time on the reports feature within 05:46: the platform. But did you know, I probably did, but just in case there's 05:51: a lot of other reporting functions in the platform places where you 05:55: can pull data that's useful and needed for you and that includes everything from your group's 05:59: rosters to finances. 06:03: Um, health information. So Jesse is going to give us a quick tour of some 06:07: of those things. So we're going to start there and then 06:11: the reporting using the list Builder. 06:14: To figure out what lists were cultivating for and reports and then Advanced 06:18: features and tips. So All right. 06:20: These are our learning objectives to make us all Smarter on 06:25: how to use conditions to modify the list builder. 06:28: At the end of the day, we know how to define the different types of reports and determine the best use 06:32: case for us use Advanced options when needed to further expand on 06:36: a report and then create templates for recurring needs. 06:39: So that's that's our our Focus today. 06:42: And yeah, I think we've covered it all real quick. 06:46: Before we dive in to, let's throw 06:50: a poll up there. And I know, I've jumped around a little bit here on our 06:54: behind the scenes agenda, but before we have, Jesse 06:58: get going on showing us some of the different reporting options. 07:01: Let's 07:03: Find about find out about you all. 07:05: How much in-app experience do you have? Are 07:10: you coming here today? This is all brand new or is this 07:14: you know, you've got a little bit of experience. 07:18: Throw your Throw your answer in the in 07:22: the poll here and Jesse we've got a lot of. 07:24: We've got a lot of new folks with us today, love it? Yeah, 07:28: that's great. Zero to one years two to three years. 07:31: I see one person answered six plus years by the way. 07:35: I've been here almost seven years and I feel like I'm still 07:39: learning new things regularly in the app. 07:41: So there is something for all of us. Those of you who this is your first year, don't 07:46: get overwhelmed. Find a few nuggets. 07:48: Hold on to those. And yeah, I think you will. 07:51: You'll benefit from this. 07:53: And again, we're going to send the recording in a bunch of resources so you 07:57: can follow up there as well. All right, Jesse 08:02: the 08:03: The Intrepid Wells. I don't know why I keep going back to 08:07: that one. I don't know either and now all I can think of is a Dodge Intrepid 08:11: I think. Yeah, I think it's. Yeah, you got it. 08:14: That's made anymore. I'll be addressed for that. 08:16: Yeah, well that being said, Jesse, do you want to talk to us 08:20: about some of the places that we can get reports and information 08:24: in school? Doc platform? 08:27: I really, really would love to. Can you see my screen? All right, I can see it perfectly 08:31: wonderful. Well, the screen that I'm showing you all 08:36: some of you have been here for years and years. 08:38: You're very familiar with this this screen. 08:41: But we do have folks here that are brand new, maybe you are 08:45: just adopting the camp. 08:48: Doc School doc platform or you are new 08:53: to your organization in any case. I think it's good to point out a few things 08:57: about initially what I'm looking at here. 09:00: So the very first thing that you're going to see is a list of all these 09:04: names coincidence, being that we are going to be talking about the list Builder 09:08: and just second but just to point out a couple other things, Phil 09:12: mention that there were other places that you can pull reports, the reports 09:16: that we're going to focus on today are the reports on 09:20: the the questions that you ask your participants. 09:24: So we will be actively looking. 09:27: At the the report 09:32: section here but know that there are reports that are available in 09:36: your finances. There are reports available in the health log in the emaar. 09:40: Those just about anything that you can collect within can't. 09:44: Doc is reportable but for our Focus right now, knowing what time it 09:48: is. And the fact that you all are probably reviewing a lot of information that folks are sending in. 09:52: We wanted to focus on the reports on your health profile questions. 09:56: So the very first step of that is the list Builder. 09:59: This list Builder. Determines what profiles show 10:03: up here in your list? As soon as you log in, it 10:08: should be the default that you see if it isn't. 10:11: And you're not seeing that right away. 10:14: It means that you have, you may have your setting 10:19: set to where you go to one of these other areas. 10:22: Just click here on list Builder, and it'll bring you right back. 10:25: The default conditions as well. These 10:27: Are your default, conditions? Registration type is participant, profile, status, isn't 10:32: passed. This means it's going to pull for all of your current participants. 10:35: These things can be toggled to pull for providers. 10:38: That's you all people who operate thing on things on the back end, and can 10:42: be switched to participant. None isn't very helpful. 10:45: It's not going to show you anyone unless they don't have a registration whatsoever. 10:51: Profile status isn't passed. So it's pulling everyone who's current and future 10:55: and that operates off of the start and end dates and your groups. 10:57: So anyone who the start date is coming or has already 11:01: hit and the date is not in the past yet. 11:05: That's going to pull your list. There are all sorts of conditions 11:09: that we can go through and I could spend an hour talking to you about all of these 11:13: conditions. We're not going to get into everything here, know that just about 11:17: anything that you want to pull is in here. Some of the top ones are right here, as I open 11:21: it up, if you select anything, it is going to give 11:26: you different toggles. 11:27: For date of birth, it can be before after whatever and then you put in a date and 11:32: it's going to determine your list. The important thing to know here, so 11:36: we don't get into the weeds is that you can save your list. 11:39: So if you are pulling a very specific list for, you know, folks 11:43: that have dietary concerns that are going to this very specific trip that 11:47: are under the age of 12, because they're going in a certain boosts, you can pull that list here 11:51: and save it you just hit this save list and 11:56: it's going to let you name it. And you can even share it with other providers so that they can 12:00: find the list that you pulled too. So you don't have to do that every single time. 12:03: But the list Builder is a very important thing 12:07: to do or to know because it translates whatever 12:12: you pull here will will do another common one. 12:16: Here we'll just do ages. 12:20: Less than less than 18. 12:23: So we're going to pull for all of our minors. All right, so we have 12:27: And 70 minors. Here we want to do a report on all of our miners that 12:31: you know, whatever. So this generated our list, right? We 12:35: have now 170 profiles. If I go to reports, notice that that 170 12:40: stays there. If I go to send message, notice that that 170 stays there. 12:44: If I go to Power Tools, 170 stays there. 12:46: It translates to these other tabs. So this list determines what you are 12:50: going to report on and that's why that is important. 12:56: I think that's a good moment to pass this over to Gabby 13:01: for a quick question. And 13:05: unless I pass that over to Phil first sometimes I get these flows wrong. 13:08: Yeah. Yeah that's all right. 13:10: That's all right. Gabby was like, wait a minute, I'm doing what I'm sure. 13:13: Yeah, no that's all all good there. 13:16: So this is helpful and like said this lives out of our reports section but 13:20: as Jesse's pointing out this is this is some of that information that you're looking 13:24: to pull here as as we go. 13:27: So, um, as Jesse was showing you the The 13:33: list Builder. 13:35: And I guess Jesse as you were as you 13:39: were pulling that and we talked through some 13:44: of the rosters roster management ledgers, did 13:48: you do a quick point over to some of those there as well. 13:53: I was taking yeah, yeah, I did just to point out that there's a lot of 13:57: different reporting that can be done as I hover over these these 14:02: different areas like you and health log allows you to report. 14:05: If you go to just click on email, you can pull separate, you reports for emails. 14:08: So, just about everything is reportable. What we are talking about is the health profile 14:13: questions or the questions that you ask your participants? Yep, absolutely. 14:16: So so with that in mind, as we move forward into this, we've got a little handy, 14:20: dandy word, cloud, and this is a QR code that 14:24: we that will throw up here for you. 14:27: Um, and we want to know what are some of these common lists as 14:31: Jesse was showing you, you know, we're gonna, we're gonna head over into 14:35: into the report section, but ultimately, it's pulled from 14:39: the list that you're drawing. What are some of the common lists 14:43: that you might save for a an 14:48: easy, easy access for you and your team. 14:51: So let me just see here. 14:55: Make sure an RN that everything is playing nice, and a fancy 14:59: schmancy QR code shows up. 15:03: I think. Here we go. I've got it on my end here. 15:09: Let me share my screen. All right, there we go, 15:13: fancy. Fancy QR code. 15:15: Go ahead and and hit that code. 15:19: And we want to know what are some of the common lists that you pulled. 15:22: So for example, I was working with one of our YMCA groups 15:26: earlier today. 15:27: And YMCA has multiple locations and so 15:32: different directors are pulling for different lists. 15:34: A different additionally. Yeah we see it. 15:36: Already allergies is often a popular one. 15:39: What are some of those? You know that you're trying to pull? You want to 15:43: pull that report and give those to the medical staff or the kitchen staff? That 15:47: sort of thing, campers with meds and transportation, you're 15:51: different sessions. Absolutely, one of the things, you know, and 15:55: it's just, he showed you the list Builder, you know, if there's a list that 15:59: you're running off and save that list and you can pull that from up top and 16:03: it's, you're running these reports and you're running them again and again and 16:07: again, you want to, you want to increase your efficiency, 16:11: you want to increase your opportunity, you know to to 16:15: pull that information quickly on the fly. 16:18: So Jesse, we're seeing some popular answers here. 16:21: Allergies meds, balance due from 16:25: both your camp director. 16:27: Are days Jesse, as well as the groups you work with this 16:31: add up to some of the most common ones that you see. 16:34: Oh yeah. Yeah, this is, this is pretty typical for, for 16:38: what we see. I, I mean allergies is huge. 16:43: You need to know get a quick list of the allergies folks that's going to apply really well 16:47: to the reporting part that I'm going to jump into here in a bit. 16:50: There's custom tags and it looks like some of you all 16:54: are actually putting custom tags statuses up. 16:56: You can have tags to, to kind of stamp 17:01: profiles and and all sorts of different ways. 17:04: People use it for bus transportation, which is on here. 17:06: People will use it for their the 17:10: bunk assignments. That's sort of thing is highly customizable 17:14: and you can set it to any of your groups or any of your profiles. 17:18: And then you can later filter by that in your, your list Builder, which 17:22: is really helpful. Yeah. Yeah, absolutely. 17:24: We can. Yeah. 17:27: And, and I think, as you see, as you see all of that there, you 17:32: know, I want to encourage you to take a look at the list. 17:34: Take a look at the different sections that are, 17:38: you know, that are highlighted maybe for you. 17:41: There's something in there. Like, oh, I didn't even realize I could build a group for that, build 17:46: a list for that. So, yeah. 17:48: For sure. Well, let's let's go ahead and we'll, we'll 17:53: move forward here. And Jesse, I will, I will tag you back. 18:00: Oh, I should probably on there we go. 18:03: Yeah, so I'll go ahead and share my screen again. 18:06: Show you that. 18:07: Same area that we are looking at before. 18:10: I've only changed it slightly, I changed it slightly to have a 18:14: bus assignment in it. I saw that pop up in your your 18:18: feedback about what you use these lists for and I think bus assignment is a great 18:23: one that gets used quite a bit. Again, this is something that if you don't have this 18:27: already customized for your, your account, you may 18:31: not see this as an option. If you're following along with me, this is a called 18:35: a custom tag. You can create tags under settings General tags 18:41: and you can see here in this fake account which I forgot to mention. 18:43: This is all fake stuff. I'm not showing you real real folks information. 18:46: There's all sorts of junk in here and it's not very cleaned up because again, 18:50: it's a fake account. We use it for testing purposes and not much more than 18:54: that. So, or testing purposes, and demo purposes showing people different 18:58: things, but you can see some, some common things here are color groups. 19:02: I'm some camps or programs or organized into Color Group schools. 19:07: Very often are organized into color groups, swim groups 19:12: bus assignments, some of our programs, 19:16: even tagged the the profile with who they're will 19:20: be during that week, you can get very granular and have week. 19:24: One week, two week three, but I'm digressing, I'm getting off of what reporting 19:28: is and I can see When I do that, Phil's face just 19:32: kind of puckers up and he's like you're not following my agenda. 19:35: So I'll get back on the agenda occurred face puckered face. 19:39: It's puckered face. Yes. So pulling 19:43: that back up just to show you here. 19:46: I type in bus assignments or I can even type in. 19:49: Maybe I don't remember what my tags name was. I typed in tag and all my tags are going to come up, it's 19:54: really important to know that you don't have to scan down for anything that 19:58: you're looking for. Someone mentioned allergies, I can type in allergies and allergies 20:02: right here. I can even find if someone's at and a flax us rest. 20:05: If I pulled that list, now I have 35 profiles 20:10: and these are all at Anna's list risk, so very practically. 20:14: Let's say, all right, well I I know these folks have an anaphylaxis 20:18: risk and their going to be getting on. 20:21: See this is where I'm gonna. I'm gonna probably pull list with no one but let's let's 20:25: try. I need to know everyone who has an anaphylaxis wrist on bus one. 20:30: Hey, look at that four, folks. 20:32: Yeah, now I can click into every single one of these profiles and I can 20:36: go and look at what their allergies are or I can pull a 20:41: report to 20:41: Save myself time. So that's what we're going to do right now. 20:44: I have these four profiles. 20:47: And then I'm going to go to reports and I need to be able to hand a 20:52: hand. Those those staff members, the driver, what have you, their 20:56: destination? What their allergy is. 20:58: So that we are aware of what? Can can send these folks to 21:02: the hospital fairly quickly? We don't want that. 21:05: So, we have some choices here. 21:09: Look at this, we've got in our reports Tab 21:13: and it reads right here, you can choose the type of reports that you 21:17: would want and the people that you're reporting on can be filtered 21:21: in the list Builder. So if you're really good at reading typically you can ignore me 21:25: entirely because the system does show you exactly 21:29: what what to do here on another note. 21:32: That question mark here is fairly responsive and it'll give you fun support articles. 21:37: That will teach you what to do. And usually you get to hear the wonderful voice is of 21:41: fill. 21:41: Abby on some video telling you the same same stuff I am. 21:46: Looking at your standard reports, this is going to cover. 21:51: Quite a bit of what you want to report on. 21:54: I find that most people's reporting needs are covered somewhere 21:59: in the standard reports for 90% of the things that you need. 22:02: Someone mentioned medications. Here's medications, all sorts of different medication 22:07: stuff that you will otcs finances, all sorts 22:11: of different allergies stuff, even even the profiles 22:15: and and some specific stuff about that. 22:18: Trust in contact. Someone mentioned that earlier as well. 22:21: It's all standard. That's great. 22:23: That's something that's already for us for us. 22:26: We want to know these and flaxes kids allergies, so we're going to hit all 22:30: allergies. Standard. 22:32: Now, there's a couple different options that 22:36: I have here. I can have a CSV which is, you know, your 22:41: Sell sheet which shows you everyone in one one little 22:45: spot in an Excel sheet, so we'll go ahead and Export that. 22:51: And then, the other option here is a PDF. I find that 22:55: the two options have different applications. 22:58: So PDF is really nice. When you're handing this to something like the 23:02: bus trip, where you may need a separate sheet for for everyone. 23:05: And you need to hand that off to to different counselors, 23:10: all on the same bus, where a CSV is good. 23:13: If you're sharing it with say, you're sharing this allergies, rapport with your dining hall, 23:17: and you need to them to see everyone on one list and they don't need to, you 23:21: know, filters through a bunch to to find that that information in 23:27: any case, the export that I just did is going to head 23:32: over here to our downloads tab. That PDF is going to take a little 23:36: longer because it's bigger file type. But we'll go ahead and show you the CSV here. 23:43: And make sure. I'm probably gonna have to share my whole screen. 23:48: To do. All 23:54: right, here. Sorry 23:59: for the wall here, I'm I'm more of a Of 24:04: a Google meets guy. 24:07: And when I get on to these zooms, sometimes I become all 24:11: thumbs. You should use, I mean, I 24:15: would suggest your index finger a few times here. 24:19: What's that I said, use your index finger as a post to your thumbs. 24:23: Hi, yes. Gotcha. 24:25: Yeah. Jokes, yeah. I'll take that. 24:27: Sympathy laughter Emoji. There we go. 24:30: There we go. We got it. 24:32: So here you can see what that report pulled 24:37: for a CSV. I think, its 24:42: Tends to be a lot of extra information. 24:44: Get out of here. 24:47: Oh, okay. Of course, it was trying to set me up with a free Microsoft 24:52: Office upgrade. 24:55: So I accidentally clicked out of that, but let me get right back there, 24:59: it doesn't, bring it up, I'm doing great everybody, 25:04: I'll get there, don't worry about me. 25:07: Never, I believe in you. Yeah, so basically 25:12: that report is going to show you. Are you still seeing my screen? Great. 25:16: That report is going to show you everything that you need to know about that profile. 25:21: And then some there's going to be some extra columns and things that you can get rid of, 25:25: should you need to? But the, the 25:29: basic information that you, you need is going to be on there for what 25:33: causes them and a flexus. Another important 25:37: thing to point out for standard reports is 25:41: You can always save a template here. 25:44: I should say that gets into custom reporting. 25:47: We'll jump ahead here in a moment. So, 25:53: Standard reports anything on their fill 25:57: that you think was worth mentioning that I didn't. 26:01: Ya know, to to your point. Jesse, I one of the main things that we 26:05: always like to highlight here is just even scrolling through and looking at all 26:09: of the standard report options because if you're 26:13: anything like we are the reality is there's usually there's usually, you 26:17: know, two or three that I'm pulling a lot but I don't even look at the rest and 26:21: I would encourage you before your season gets going. 26:24: Take a look test. See some of the, the rest of those. 26:28: I feel like usually in 26:32: in these sort of webinars, we have providers that go through and like I didn't even know this was 26:36: an option in there. So definitely go through and and 26:41: Take a look at some of those, some of those reports that are there, so Jesse, 26:46: I don't know if you see, I do. 26:49: Hi Catherine, it's good to hear from you Catherine's an old friend. 26:52: There you go. Then we've been providers or she's been a 26:56: provider of ours for a while. So, um, yeah, Catherine, I see 27:00: your your question here. 27:03: So let's take a look at the and I don't pull this report all the time, so 27:07: bear with me, but we're gonna look at trusted contacts, 27:11: which is reportable. Let's go ahead and get a bigger sample 27:15: size, though. We're going to get rid of one of those conditions. 27:20: And we're going to get some truck and actually, let's get rid of both because again, fake account. 27:23: I don't know if they've actually filled out, any trusted contacts for this. 27:26: So we're going to export, there is no option 27:32: for a PDF for The Trusted contacts. 27:34: It is CSV only, so any PDF 27:39: would be an enhancement that would need be needed. 27:41: Our system because it's not capable of it right now, but if that is a 27:45: need that you're, you're finding Catherine. 27:48: I'm obviously your accounts team, but send us a quick email and we can get in enhancement 27:54: requests and for our development team to consider. 27:56: But right now, it is only available in CSV. 28:01: Great. Great question. Well, that that's most of. 28:05: Yeah, I don't think we've gotten too many questions. 28:08: Let me just make sure Oh, 28:12: So, Katie's asking a question regarding custom 28:16: reports. Oh, but we don't want to get ahead. 28:19: Yeah, no, that's a good. That's a good. 28:22: A good lead-in. Would you say Jesse? Yeah, that's that's a segue 28:26: if I've ever had one. So, I I wanted to stop at standard reports 28:31: and make sure that we're covering what we needed to hear standard reports 28:35: again. They address a lot of 28:39: your needs. The one thing with standard reports is they are a little 28:43: bit static. 28:45: So Catherine just asked the question about getting a PDF for trusted contacts 28:49: while you can report on certain things PDF to CSV. 28:53: Because this trusted contacts lives in a totally different area of your 28:57: participants profile. 29:00: It's a little limited. Where custom These 29:04: custom reports tend to give you a little bit better Freedom, which 29:09: I think is is you know, 29:12: Double-edged sword. You know, if you need a custom report, that's great. 29:15: You can go in here. You can you can select exactly what you need, but it also requires 29:19: you to go in and select everything that you need. So it's a little bit more manual too. 29:23: So looking in here as I click 29:27: custom the same things apply right? I have the list 29:31: that I just built and it's feeding into everything that 29:35: I'm going to see here inside of their forms. 29:38: This these steps while they 29:42: may not be familiar to you, these are the steps 29:46: that are built for this fake account. 29:49: So in your account, you may have different steps to your forms. 29:53: That's what's going to be represented here, not what you're you're 29:58: seeing in front of you because this is just a demo, right? So 30:03: let's say I want to report on some some specific information. 30:06: I can select all here, I 30:10: can. 30:12: Click on specific things. I can click 30:16: here into yes and no questions and I actually get options. 30:20: This also appears for your select questions so 30:24: if they are selecting something like their 30:28: grade and it is a drop-down of one through 12, those, those 30:32: answers will show here too for a yes or no. 30:37: You get to select. Whether you want to specific 30:41: answer or not, I always tell my providers 30:45: to not even mess with this at all because I think it gets a little confusing unless 30:49: you are only reporting on this question. 30:51: Like if you're just reporting on this question, great, you use 30:56: the yes or no. I think that's that's wonderful. That's why it exists or 31:00: if you have very specific criteria that you need to meet you, use the yes 31:04: or no. Otherwise, something to note is if I put yes for 31:08: this But then, I continued on and I start building my 31:12: Uh, my form as I go here and I select add another friend 31:16: request and that's, that's no. And 31:20: the this one's yes, as it goes down. 31:22: If I get very specific with my yeses and 31:26: NOS each one of those has to be true for these folks 31:30: to then show up in the report. If you 31:35: are only reporting or if you're hitting either, then everyone's gonna show up, 31:39: right? And you can decide what's a relevant or not when you go to report 31:43: its kind of a little trick with this it's it's 31:47: again a double-edged sword that you can be very very specific but it 31:51: also means that you can get so specific that you you run 31:56: everyone through such a fine sieve that no one gets through. 31:59: Right? And yeah it sounds like yeah 32:03: I'm just gonna highlight and emphasize with Jesse saying right now please you 32:07: know this is This is absolutely can be. 32:12: Point that trips people up when it comes to your, your customer reports unless 32:16: you are just running a report for that specific question, we 32:21: would always encourage you to just leave it at 32:25: the default setting and your report's going to give 32:29: you that information that you're, you're looking for accordingly. 32:32: So, yeah, absolutely. 32:35: So we we're gonna jump back here a little bit and talk about 32:40: some Advanced options or jump forward, jump back, jump, laterally. 32:44: I don't know which one we're jumping, but we're jumping somewhere. 32:47: There's a jump. So let's say we want to get that report 32:51: that we need for our Our Food Service managers 32:55: and and I know in some of your camps, you probably just scoffed 32:59: at me and said, I am my food manager, I get that, I've lived that life. 33:03: I know what you're talking about, but some of you all might have to hand this over to 33:07: other folks. So let's go to diet and activity. 33:12: And we need some some specific information on their 33:16: diet. So let's say, diet restrictions. 33:20: Again, we're not going to specify answer because I think I 33:24: think we want to know all of these and not just if some of them are yes or no. 33:28: What we don't need to know here are their activity to Restrictions. 33:34: Along with their diet restrictions. 33:37: Something that may be helpful to know. Allergies. 33:40: Right? So we can pull their allergies as well as the 33:44: diet information because that is helpful information. 33:48: When we go to hand that off to the folks that are managing the 33:52: food Again, your option for PDF or CSV is 33:57: available, I always lean towards CSV because I think for 34:01: me and in my past I think Phil mentioned I was 34:05: before this I was managing camp program for the YMCA for 34:09: 10 years. I always 34:12: Enjoyed the CSV. Unless there was an absolute need to have the PDF. 34:16: So using the CSV gets you, everyone PDF, you, then 34:20: have an option. You can do individual combined, or condensed. 34:25: The individual is going to give you a 34:29: separate PDF for every single participant. 34:32: No matter. If it takes up, half a page, 1/4 page, a tenth 34:36: of a page, you're going to get a separate page, which can be helpful. 34:38: A combined means that you are going to see 34:42: it kind of all together. And then condensed is the most 34:47: that you can get. It is, everything's just kind of squeezed together. 34:50: And in my opinion, your you accomplish that better in 34:54: a CSV. I don't see folks using the condensed too often, but if 34:58: you do, hey, drop it in the chat. Tell me how you use condensed because I love to learn combine. 35:02: Seems to be the combined or individual seem to be the most often used. 35:08: For PDF or CSV, you have advanced options. 35:12: You can include your expired answers. 35:15: So every year we expire certain answers for you all on your request so that 35:19: they're answered new. You can include those old answers if you want. 35:22: We're going to not include those. 35:25: You can include your payment plan information. 35:27: You can include whether they have an account balance, probably 35:32: don't need that for this purpose add-ons. 35:34: Probably not needed for this purpose and we're going to, 35:38: by default include profiles with no matching information. 35:42: If we're switching to PDF, you get a couple different options. 35:47: Now, all of a sudden we can include our images. 35:49: So if they had a profile photo or your reporting on PDF or 35:53: I'm sorry, if you're trying to report on something that's uploaded, that's where a PDF would be necessary. 35:58: Expired answers still in a PDF, you know, include your notes which 36:02: we didn't talk about. But those are custom pieces of information that 36:06: you can add to profiles. You can also include your past profiles on there 36:10: too if you want to 36:12: Really get. Get some information from past reporting. 36:17: Registration registration info on their So that's 36:21: that's your Advanced options. 36:23: The more you add to this the bigger of a report you're going to get and more 36:27: information that you have to filter through. So something something to consider. 36:33: If you find that, this is something a report that you're pulling often. 36:37: Similar to the list Builder, you can always save this template which 36:42: is Available right here. 36:44: So if this is something that you're going to be pulling and you don't want to have to remember everything that you pulled 36:48: and every little setting that you just got perfect, you can save this template You 36:53: can. Make it a new report and do you 36:58: know kitchen management. Share 37:02: it with other providers or no. Maybe you're the only one who pulls this and you don't want Cloud up there 37:06: so save it. Hey look at that. 37:09: It's there in my saved ones along with these older ones. 37:12: Here as well. Jesse I'm going to pause you right there. 37:14: Just as you're creating templates, and showing that one thing especially For You larger 37:19: organizations or people with different providers and different roles. 37:23: Oftentimes, we tell people when saving a template, 37:27: unless it really needs to be shared organizationally, you may 37:32: not want to do that, especially if you are a large organization because 37:36: ultimately, the only person who can remove that as 37:40: a template is that person who created it. 37:42: So if you give Summer Staff people that ability to do that and 37:46: everyone's creating a shared template, then next year, they don't come back, 37:50: that's kind of stuck there. 37:53: So we just recommend, you know, again, each organization's 37:57: different if in your account, there's only two or three of you running the, you know, as 38:01: providers great, if you're an organization with 60 providers, it's a different conversation. 38:05: So just be aware of that, especially when you're creating and saving templates. 38:11: Absolutely. 38:12: Yeah, so those templates exist to save your answers so that you can 38:16: have, you know, something to save you time. 38:19: But again, if everyone's saving their save, their their favorite 38:23: templates. All of a sudden again this is a fake organization. 38:28: But you can see just in this one there are quite a bit saved and 38:32: some of them are even a little bit redundant right. 38:34: If emergency contact versus emergency contacts. 38:37: I would say this is just because it is a test account 38:42: but we do see this happen and Live accounts because folks are kind of just saving 38:46: stuff willingly without really looking, what's already available similar to what your 38:50: host just did. With not looking to see if there was a kitchen report before, pulling a 38:54: catch, a management template. 38:57: So this already exists, look at that. And it's almost exactly what. 39:00: I just pulled. Happy news, I didn't have to do the work. 39:03: Catherine, I do. See your question about trusted contacts being added to 39:07: a custom report for trusted. 39:12: Actually exist for the for the participant and the profile trusted 39:16: contacts exists outside of your health form. 39:19: So while there is a report to pool, your trusted contacts, it is in a CSV 39:23: and it's outside of the health profile questions just 39:27: right now those two just so we can make sure everyone's on the same page 39:31: you know because trusted contacts maybe slightly different 39:35: if you're not sure, maybe you're thinking that's emergency contacts. 39:38: Jesse can you just Define trusted contacts for everyone real quick? Yeah 39:42: thank you. I understand how that could probably be confusing for folks. 39:47: So two different things right. 39:49: Emergency contacts, which I'm clicking on here which are reportable. 39:53: So some of you all were probably looking at that going. 39:55: Well, I mean they're right there Jesse. Why can't you report on them? You can 39:59: report on emergency contacts and if you have trusted 40:04: pickups built into your form collection, you can 40:08: report on that and your custom reporting to trusted. 40:12: Contacts is a specific naming convention that we use for folks 40:16: that are using our attendance feature. The attention feature is free to use 40:20: but it requires Trusted contacts. 40:25: So if I I'm now in the attendance feature, not everyone uses 40:29: this. But when you go to use this, It 40:34: will, it will give you trusted contacts. 40:38: As a way to release someone 40:42: in a check in, or check out release or receive someone in a check 40:46: out, check in, or check out procedure. So, if I go to check in right now, 40:50: if you participant list and I click on a specific person. 40:55: Hey, look, there's all the trusted contacts and anyone likes the movie buck 40:59: and or I believe that's home alone. I think you've got no there. 41:03: Oh no. That's another classic that's Uncle Buck. 41:06: Uncle Buck Uncle Buck Uncle Buck. 41:08: That's what I was going for. Yeah, I said Uncle Buck the other one. 41:12: I, I didn't realize it was the same mother. Is that the same another question may not. 41:16: Anyway I'm off I'm off it doesn't matter. 41:18: So trusted contacts are a separate thing then emergency contacts but 41:23: unfortunately cannot be reported on in your custom reporting. 41:28: That answer that. Well enough, I think so, there's another question that 41:32: came in SEO. I wanted to have you feel this live here? Heather 41:37: was asking and she's giving the example of physicals, but I think 41:41: it's just a good image uploading question or image question 41:45: in our reports. Anyway Heather's question is what if you're trying to get a report of all physicals 41:49: but they have to upload the image so they're away when he pulled the report that you see the 41:53: image versus just saying. Image uploaded. 41:56: If you want to just talk about images in reports. 41:58: Yeah, absolutely. So I glazed over this real 42:02: quick but that is in a custom report. 42:05: So if you are trying to get your images included, you would want a custom report 42:09: and let's see what's a common one. Probably 42:12: Go form. Hey, physical form if you go to report on that, You 42:17: would want to include your Advanced options for images included. 42:21: So images included, there is going to give you that 42:25: upload. I know the upload itself is not like it's 42:29: not always a picture with a phone or camera. 42:33: However, the upload in our system it sees 42:37: it the same. So everything's an image, those scans are images so you want to include 42:42: those. When you go to report and that should give you what you want. 42:48: Cool. The last thing that I wanted to mention on here is 42:52: downtime reports, this is one of those things that I think 42:56: is, so often missed by our organizations and we we 43:01: probably don't do a great job of recommending doing this enough, the 43:06: the world is an unknown place, right? And we 43:10: never know. 43:12: When we are going to have a power outage when you know, 43:16: the the powers that manage your your camp 43:20: or program, say, hey you, you have a change, 43:24: you, you need to make sure you have all of this information. 43:28: It is really good to make sure at the end 43:32: of your season, whatever your heaviest season is typically 43:36: for most of our accounts, that's the end of summer to do some 43:40: downtime reporting which means basically just reporting 43:44: on things that are most important for for your facility. 43:48: What I recommend is actually just kind of selecting 43:52: all and selecting all here because I think all everything's important, maybe 43:56: that's just me. But I do I say this file someone 44:00: and I typically do it in a CSV so it may not include your 44:05: images. If you wanted to do the images, you can do PDF and 44:09: it's going to be depending on the size of your your 44:12: Facility. It could be a very very large file. 44:14: I've had some of these for our organizations, with 30 South 30000 profiles, take 44:20: three days to download because they have images upon 44:24: images and the reporting on multiple years of information, it becomes 44:28: a lot. We still recommend doing it and and part of the reason we recommend doing is so that 44:32: you don't have to report on years and years and years because you have a report from 44:36: the end of the season each year for those folks the 44:40: other reality here is that your forms are a living organism and you will change 44:45: them year to year and you may want to delete a question, like, hey, just go 44:49: get rid of it. It goes and gets filed away on our side 44:53: and it can be a little harder to pull back if you don't have that stuff saved 44:57: on your end. So it's just a good idea to have internet 45:01: going out, you know. Whatever. It's it's nice to have this stuff saved to a 45:06: file that you can access outside of our system. 45:09: Yeah, anything else on 45:12: Kind of downtime reporting. You think Phil know. 45:14: Like, like you said, Jesse I do think it's something that we could certainly 45:18: emphasized more and, and we would absolutely encourage. 45:21: I'm sure. It doesn't happen at any of your camps, but hypothetically, 45:25: you could imagine a power outage you could imagine a Wi-Fi going down again, 45:29: not at your camps, but just somewhere else. 45:32: Yeah, yeah, I've had, you know, I won't tell you the camps, I've 45:36: worked at so it won't matter. But I've had, I've had lawsuits pop up years 45:40: after they occurred. And someone says, hey, go get me where this, 45:44: this person signed off that they're allowed to do, X, Y, and Z. 45:48: And at the time, I think I found myself digging through 45:52: an old storage container to find a paper form, because that's how old I am. 45:55: But, you know, in the electronic World, 46:00: hey, it's there. We know it's there. But if you can find it quick or not, it 46:04: kind of depends on how well you're keeping your records. 46:07: Yeah, we can always find it on our side, but it can take some turnaround time and not 46:11: everyone has that. 46:12: Absolutely absolutely. No. That's that's helpful. 46:14: Jesse. Good. Good reminders there for sure. 46:18: Uh, I think we got through most of those reports sections, Jesse. 46:22: Actually, in our last few minutes, I'm going to take us back to the beginning 46:26: as Jesse talked, a little bit and just go ahead and share my 46:30: screen actually for a few minutes here. 46:33: And we want to share with you all. Let me just make sure I've got the right screen 46:37: here. We want to share with you all some of the different places and and functions 46:42: within the platform outside of the reports feature that you can utilize 46:46: to pull some of the data that you're trying to pull. 46:48: And so again when it comes to your forms and the 46:52: health side of things that everything Jesse just walked you through, our 46:56: reports feature is where it's at. That being said, we often 47:01: have other people when we talk about Reports say, well, I want to pull information on my 47:05: rosters or I want to pull information on finances and those kind of reports 47:09: and they're certainly reports. They're just outside of our reports functionality. 47:13: So in the next few minutes here, I'm just going to show you 47:17: Where to find those things. We've done webinars that contain more 47:21: deep Dives on some of this. But additionally, as you're, you 47:25: know, we're we're weeks away from some of our summer programs launching. 47:29: I want to make sure you know where to find those certain things. 47:33: So the first that we're going to look at, is your rosters and registration. 47:38: We get that question a lot. How do I how do I? You know, I want to run a 47:42: report on my on my groups and rosters registrations 47:46: whose coming, that sort of thing. And you'll find that by by 47:50: hitting the groups tab rosters registrations and that's going to take 47:54: you to this page. And this page, I can see I can get overview lists 47:59: of everybody. I can see my weight lists and add-ons, coupons, all 48:03: of that. And you can filter with the number of different features as well, 48:07: you can sort groups and then again, we can export this 48:11: data and that's going to export as a CSV, as Jesse said, you know, csvs 48:16: or super 48:17: Full in order for our sorting purposes and and that sort of thing. 48:21: So, just know if you're looking to do any roster reports, 48:26: I keep using air quotes because again we look at them slightly different, but 48:31: if you're looking to do reporting from your roster, 48:35: that's that's where you'll find that additionally 48:39: Health sections of the of the app have 48:43: all sorts of reporting functionality as well. 48:46: If I go to the health log view, tab, I 48:50: can come in here and up in the top right. 48:53: You'll see I've got a filter and Export and I can do all sorts 48:57: of things. I can create lists and save them as well, but maybe I want 49:01: to do. I want to create a list for different 49:05: dispositions or chief complaints and 49:10: I want to sort that list accordingly. I can save list if these are listed, 49:14: I'm running and again filter and Export that. 49:17: Had an additionally as as a CSV. 49:19: So know that again maybe that's good. 49:22: End of season reporting that you want to do. 49:24: You want to pull that data or maybe your medical team is going to review some information? You 49:29: can pull that straight from your health log history. 49:33: There Staying on the medical side of things 49:38: are emaar our medication administration record that, 49:42: you know, you're you're digital medications to do list do 49:46: you know you can get your history there as well? And so when you click 49:50: on that, this this will allow you to go through a whole date range. 49:54: Do I want to do a whole season or maybe I just want to do a couple of weeks, if 49:58: I want to pull up different groups, especially for larger organization and 50:02: say, no, I just want to make sure that for session one. 50:05: We were, we were all set and so I can I can do that. 50:09: And again, download another report as a 50:13: CSV there. And finally, the last one, I 50:17: To point out to you, and we're going to send you some resources. 50:19: With more of this is our finances section. 50:23: For those of you using Us in for registration and finance 50:27: information, you're probably well aware already that we have all 50:32: sorts of Finance data within the system for you as well. 50:35: And your functionality here. 50:38: With the filter options is pretty robust, you can do everything 50:42: from date searches to different types of why 50:49: my blanket here monetary exchanges. 50:51: What is the word different line, items, line items nailed 50:55: it. It's what is the two words? Different line items and that sort of 50:59: thing. So, Yeah. 51:02: So anyway, be aware of that. I know I saw some questions that Gabby was addressing 51:06: with one of one of our audience members whose 51:10: asking about balance is if you come to the park participant Ledger and 51:14: see the balances tab, you can get information. 51:17: Patient up here who's paid in full outstanding refunds export 51:21: this data. So again there's a lot a 51:25: lot of information there that you can pull. You can run reports on maybe you want 51:30: to compare a certain things. The difference between the participant Ledger and the 51:34: organization Ledger. We like to point out participant Ledger is all money, going 51:38: back and forth between your participants and you as an organization and 51:42: the organization Ledger is all data going, all money transfers 51:46: going back and forth between your organization and Camp, dock, or School 51:50: doc. So, Yeah, so that's that's where 51:54: you'll find that as well. So yeah. 51:58: I'm sorry I'm reading two things that once I want to make sure that we're that we're 52:02: set there. So obviously this is our fictitious Camp 52:06: so not a lot of money exchange happening here. 52:08: So Jesse anything you want me to to point out 52:12: our highlight on those additional reports that men you used to find 52:17: For helpful in your director days, I mean, yeah, sure there's there's 52:21: tons of stuff, but I think we we'd end up running into, you know, a whole other hour 52:25: of reporting things. I do see Jessica's quick question here, 52:29: about CSV versus pdf. 52:33: For those roster reports, it is only CSV they 52:38: pull as a an Excel sheet essentially. 52:42: Yeah, absolutely. Yeah, good question. 52:45: There the places where you can manipulate or not manipulate 52:49: but choose between CSV and PDF is primarily in the report section. 52:53: There are a handful of standard reports that only give you the option to see USV. 52:57: Most everything in the reports area of the platform does give 53:01: you PDF or CSV options accordingly. 53:04: So Great. 53:07: Well, I will stop sharing my screen and 53:11: as we wrap up, I know, we've got just a couple, a 53:16: couple housekeeping things. We want to make sure that, you know, of, as 53:21: we're getting closer and closer, I know a number of you, you have your your 53:25: Summer Staff, getting ready to show up. 53:27: They're coming in the next next weeks and month or 53:31: so, and you're gonna have a number of team members in the platform 53:35: and the camp dock platform and a couple of things that we want to highlight some custom 53:39: resources that we that we have built for a number of 53:44: organizations. You know, we certainly do all 53:48: sorts of trainings custom trainings for you 53:52: all. I just like said I did one earlier today with one of our YMCA organizations 53:56: but we also have customized a 54:02: landing page. Essentially your own support page for all the resources that 54:06: your team. 54:07: Seeds. We can we can build those out. 54:10: And so instead of sending them to our very robust site, you can say hey if 54:14: this is your role, these are the three or four pages that you really need to access 54:18: to. Additionally, we have our platform, doc Network University, if 54:23: you would like a course that walks, hypothetically, your 54:27: medical staff, through all their, their medical needs and in 54:31: the camp dock platform, you can reach out to us, we can custom build 54:35: one for you. We also have a lot of free resources there as well. 54:38: So in fact, Gabby's got that slide up there where you can 54:42: find a number of our different resources. 54:44: So, there's doc Network University, our support site and video 54:49: library. Again, those are all free resources. 54:51: If you're interested in a custom landing page custom 54:55: support page. And at the same thing there or custom course, let 54:59: us know. We would love to get that created for you. 55:02: Yeah, you can see. We made a demo one here where you know, maybe we've got our medical 55:06: staff. 55:07: Is looking at, you know, these articles in our admin staff is 55:11: over here, that sort of thing. So, yeah, let us know. 55:15: Here's an example of our of our 55:19: introduction to to Camp doc. 55:22: But again, we'd put your branding and logos and the course courses that 55:26: you would that you would need. So, You can scan 55:31: that handy-dandy QR code for more information and 55:35: our team will follow up with you accordingly. 55:38: Great. I think that covers Us for 55:43: today. And yeah as we wrap up our our 55:47: last couple minutes there, I saw that slide and I went went a little quick so we 55:51: could we could ask the audience today. And first off 55:55: Jesse thank you for for joining us and for 55:59: teaching us the way the reports we want to ask you everybody as Jesse 56:04: was educating us all. What's one thing you learned? 56:07: Today what's one big idea that you'll leave with throw it in the chat and we'll share those 56:11: in just a moment. Jesse for you. 56:14: What's one big thing that you hope the audience takes away from today? I 56:19: mean I think I think we talked a little bit about downtime reporting 56:23: and the importance of that and how it's often skipped everything else. 56:27: Like you can you can learn on the Fly. 56:29: You can you can reach out to your account team and get that info. 56:33: But the downtime reporting is so hard to remember because it gets down to 56:37: the end of the season and you're just like, hey, let me get a breath, it's been 16 hour 56:41: days and I, I don't want to touch anything camp for a little 56:45: while. It's just a, an important part of the cleanup that's going to that's going 56:49: to help you later on. Or I should say, could help you later on in 56:53: ways that you are hard to anticipate right now. 56:56: Yeah, no, that's great. Shout out and great, great call. 56:59: The only other thing I would emphasize is as my big idea is, hey, all 57:03: the information that's in the system, you can pull all of it out. 57:06: We just need to know. 57:07: Where and where to find that information. It's all there. 57:10: Jesse seeing these comments. We've got some great answers here. 57:12: Margie said, custom reporting capabilities, Katie, 57:17: definitely the customer reports for each week. Yeah, absolutely save those as a template Jessica. 57:23: You can print all the rosters in one file. 57:25: Heather custom list, building a custom list or fantastic. 57:29: And Heather is also other Heather, also celebrating how to pull images. 57:32: And she gave a good Emoji for that too. All good. 57:35: Takeaways. Yeah. And the one, there is one thing. 57:38: I don't want to leave you all with, you know, thinking they really 57:42: buried. Buried, buried some sort of lead here. We opened up with kind 57:47: of a loose chat about Intrepid. 57:50: I just want to drop the the definition in here for anyone who was? Oh yeah, like 57:55: I was exactly what that means. Yeah, thank you. 57:58: This sounds exactly nice compliment. 58:00: I pray. It's actually that nice. Well, good. 58:03: Good. Kelsey said her and to season reports are what she pulled. 58:07: Way. Mary how to do? Medical an reports? That's great. 58:10: Everybody. Thank you so much for joining us today. 58:12: We know your time is valuable and hopefully yeah this was beneficial 58:16: for you all we look forward to having you join us in 58:21: the future and man have a great Camp season and 58:25: don't hesitate to reach out for any any help at all. 58:28: Thanks everybody be well. Good luck out there. 58:30: Friends. Bye.