In CoolFocus 5, Center Overview is called Location Overview and Center Statistics is called Location Statistics. Both are under Reports, in the Locations group. Searching the Reports list for the old names finds them too.
Location Overview is the full set of statistics for monthly and annual reporting. It uses the same calculation as Center Overview in CoolFocus 3, so for the same dates and locations you get the same numbers.
Location Statistics is a dashboard of visit activity by location: visits, clients, tests, ultrasounds, STI tests, Gospel presentations, and walk-ins, with Data and Trends views.
Location Overview
Run it
Set the Start date and End date.
Pick one or more Locations, or leave it blank for all.
Check Include offsite tests if you want offsite pregnancy tests counted.
Select Run.
Click a number to see the clients behind it. Some numbers open the matching CoolFocus 5 report (marked CF5 drill-down available); others open the legacy detail list. Location Overview has no Data view. If Export doesn't download a file, print the on-screen report from your browser.
Distinct, New, and Repeat Clients
Distinct Clients: the number of different clients with a visit in your date range. A client who visits more than once counts once.
Repeat Clients: clients with a visit in the range on a case opened before the range began, or on their second or later case.
New Clients: Distinct Clients minus Repeat Clients.
New Clients + Repeat Clients = Distinct Clients. A client can't be both.
Example: Tracy Smith is your only client in January, February, and March. Run the report for any one of those months and it shows 1 Distinct Client. Run it for January through March and it still shows 1, because it's the same person. The same goes for locations: if Tracy visits Main Center and Downtown Center in January, each location shows 1, and both together still show 1.
Cases and intentions
New Cases by Initial Intentions: Cases opened in your date range, grouped by each case's Initial Intentions (NONE when blank). This counts cases, so a client with two new cases counts twice.
Current intentions appear in the Pregnancy Tests and Ultrasounds sections as "Current Intentions Now." When the case has an outcome (such as Baby born or Miscarried), the outcome is shown instead. For where the current intention comes from, see Assessment & Intentions History.
Pregnancy tests
Counted per visit with a pregnancy test in your date range, by visit date. Offsite tests are left out unless Include offsite tests is checked. Inconclusive includes Results Pending and tests with no result recorded. Tests are also broken down by the case's Initial Assessment.
At-risk clients and ultrasounds
At-Risk Clients: different clients with a visit in your range whose case was assessed Abortion Minded or Abortion-Vulnerable and whose last pregnancy test was positive. The positive test can be from before your range.
Total At-Risk Clients Carrying: those at-risk clients whose current intention or outcome is life-affirming (Carry, Parent, Adoption, a Baby born outcome, Miscarried, or Ectopic Pregnancy).
Ultrasounds: Total is every ultrasound visit in the range and should balance to the Ultrasound Results report. Initial is each case's first ultrasound; Repeat is the rest.
At-Risk Clients receiving Ultrasounds: the number of different clients (not scans) assessed Abortion Minded or Abortion-Vulnerable who had an ultrasound in the range.
The at-risk numbers use Abortion Minded and Abortion-Vulnerable only. Cases assessed Abortion Determined aren't included here.
Other sections
Babies Born: babies (twins count as two) on cases with a Baby born or Parent outcome whose birth date or outcome date is in your range.
Client Demographics: each count is of different clients. Age is as of the case's Initiated Date.
Prenatal Vitamins: the number of visits in your range with a Resource Provided whose name starts with "Prenatal Vitamins."
Program Participation: the number of visits for each program where a benefit was recorded on a visit in the range. A benefit not tied to a visit counts when its received date is in the range.
Location Statistics
Set a Date Range (it starts on year to date) and optional Locations. The dashboard shows:
Total Visits: every visit record in the range, including visits not tied to a case.
Unique Clients: different clients with a visit in the range.
Pregnancy Tests, Ultrasounds, STI Tests: visits in the range with that test performed. Pregnancy Tests always includes offsite tests and uses the visit date.
Gospel Presentations: visits where Gospel presented is checked. This counts visits, not clients.
Walk-Ins and Locations Active: walk-in visits, and how many locations had a visit.
Switch to Data to see the visits grouped by location, or Trends to see visits, tests, and ultrasounds by month.
Location Statistics doesn't have the intentions, race, age, spiritual status, or Changed Minds sections that Center Statistics had in CoolFocus 3. Use Location Overview and Lives Saved - Changed Minds for those.
Need to filter by something these reports don't cover?
Neither report filters by visit reason, outcome, or other visit details. For that, open Care → Visits, select Filter, and add conditions like Primary Visit Reason, date, or outcome. Save the result as a segment to reuse it.
For offsite tests, the Positive Test section, prenatal vitamins, and other edge cases, see Center Report Details.