WayCool Software, Inc.

What reports are and when to use them instead of scrolling record lists.

Reports Overview

How to open a built-in report, set its date range and parameters, read the results, and export or print them.

Running a Report

A guide to the built-in reports in each CoolFocus area (giving, clients, volunteers, scheduling) and what each report answers.

Reports by CoolFocus Module

How to save a filtered list as a segment: Filter, Columns, Save As… / Save Grid As…, Segment Name, Save Segment — and where it shows up later.

Saving Your Own Report

How Location Overview, Location Statistics, and the CareNet Renewal Form handle offsite tests, dates, at-risk clients, and prenatal vitamins.

Center Report Details

What Location Overview (Center Overview) and Location Statistics (Center Statistics) count, and where each number comes from.

Center Overview & Center Statistics Reports

Why the CareNet Renewal Form, Location Overview, Location Statistics, New Cases, and Changed Minds can show different numbers.

Why Your Center Report Numbers Differ

How the CareNet Renewal Form report calculates each Care Net renewal question, in CoolFocus 5 and CoolFocus 3.

CareNet Renewal Form Report: How Each Number Is Calculated

Which cases the Lives Saved - Changed Minds report counts, which date it uses, and why a case can move between months.

Lives Saved - Changed Minds Report

What the Babies Born, Babies Due, and Abortion Vulnerable Clients reports count, and which dates and cases they use.

Babies Born, Babies Due & Abortion Vulnerable Clients Reports

How the Option Ultrasound Monthly Report calculates each Focus on the Family question, and how to find the clients behind a number.

Option Ultrasound Monthly Report (Focus on the Family)

Jonathan Marbutt

Reporting

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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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.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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