The Apricot platform enables administrators to create reports that identify all new participant records generated through the Intake functionality. This webinar outlines the step-by-step process for building such a report, ensuring it only surfaces referrals that have not yet been actioned. The presenter explains how to leverage fields from the associated tier one form, such as the participant's name, contact information, and referral date, to populate the report. Crucially, the webinar demonstrates the importance of adding a filter to only include records where the "Created By" field indicates the Apricot Subsystem, confirming these are new intakes rather than manually created participant profiles.
The webinar also covers the option of integrating the new intake report into an Apricot bulletin, allowing staff to easily access and action the outstanding referrals directly from their homepage. The presenter emphasizes the need to configure appropriate permissions to ensure the relevant users can view and utilize the bulletin. Throughout the session, the speaker highlights additional Bonterra training resources and customer support options available to assist administrators in optimizing their Apricot intake management processes.
Building Reporting to Locate Intake Records Presentation Slides
