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Dashboard

Reporting & Analytics Application — User Guide

Overview: Dashboard is the reporting and analytics application for event coordinators and organizational leadership. It provides aggregated views of distribution activity across all locations and time periods, enabling data-driven decisions about resource allocation, scheduling, and community impact.

1. Overview

The Dashboard application is read-only — it does not allow editing of client records or check-in data. Its purpose is to answer questions like:

  • How many families did we serve at each location this month?
  • How many total food units were distributed across all events this year?
  • What is the breakdown of clients by qualification type (program, income, crisis)?
  • How has client participation changed over time?
  • Which locations serve the most families per event?

2. Login & Access

Dashboard access is granted to coordinators and authorized leadership. Contact your system administrator to request access.

  1. Navigate to the Dashboard application URL provided by your administrator.
  2. Enter your password.
  3. Tap Sign In.
  4. You are taken to the Dashboard home screen showing a summary of recent activity.

3. Event Summary

The Event Summary view shows aggregated statistics for a selected date or date range across one or all locations.

Key Metrics

247

Families Served

389

Meals Distributed

5

Locations Active

Using the Date Filter

  1. Select a Start Date and End Date using the date pickers at the top of the page.
  2. Optionally filter by a specific Location using the location dropdown.
  3. The metrics and charts update automatically to reflect your selected filters.
How "Meals Distributed" is calculated: This is the sum of food units from all cards checked in during the selected period. A family of 1–5 = 1 unit; 6–9 = 2 units; 10+ = 3 units.

4. Location Reports

Location Reports break down activity by individual distribution site, helping coordinators understand which locations serve the most clients and how that changes over time.

Viewing a Location Report

  1. Navigate to Reports → By Location.
  2. Select a location from the list.
  3. Set the date range you want to analyze.
  4. The report shows a table of each event day with: families checked in, total food units, and the registrar(s) who worked that event.

Comparing Locations

The Location Comparison view plots all active locations side-by-side for a selected date range, making it easy to see which sites have the highest demand.

6. Qualification Breakdown

Understand how clients are qualifying to receive food assistance — by government program enrollment, income verification, or crisis justification.

Qualification Type Programs Included Card Duration
Program Enrollment SNAP, SSI, TANF, NSLP, Medicaid 12 months
Income Verified Income ≤ H1640 threshold 12 months
Crisis Justified Documented crisis situation 6 months

The Qualification Breakdown chart displays the percentage of active cards in each category. A high percentage of crisis-justified cards may indicate a need to revisit outreach to program-enrolled populations.

7. Exporting Data

All reports in the Dashboard can be exported for use in external tools such as spreadsheets or grant reporting documents.

Exporting a Report

  1. Navigate to the report you want to export and apply your date/location filters.
  2. Tap the Export button in the top-right corner of the report.
  3. Choose your preferred format: CSV (for spreadsheets) or PDF (for print-ready reports).
  4. The file downloads to your device.
Data privacy: Exported files contain personally identifiable information (client names and addresses). Handle exported files in accordance with your organization's data privacy policies. Do not share them via unsecured channels.