Reports

[Lisa Salcido]

I am wanting to pull reports that can track my KPIs. How can I do that? 

[Silvia]

Hi @Lisa Salcido and welcome!

Silvia from Blue Cat here, we specialize in power-ups that focus on reporting and we love tracking KPIs 😺

Have you checked our reporting tool? Blue Cat Reports is power-up that can help you make sense of any and all data and custom fields you have in Trello. 

You can use a variety of charts to track leads, cycle time, status, time in list or historical data. Here are some examples of reports you can pull with Blue Cat: https://www.bluecatreports.com/reports/support/marketing/.

When you sign up for a trial with us at Blue Cat, you can reach out to our support through the app and we are happy to help with creating a report as the above or anything else you might need.

[Lisa Salcido]

Hi Silvia, 

I will bring this up to my CEO and see what she states. I will keep you posted. Thank you. 

[Lisa Salcido]

Hi Silvia,

My CEO gave the greenlight to sign up for the trial and see if it can pull the reporting that I need. Now will y'all show me how to pull reporting or is this something y'all do and provide to us? I believe she is wanting us to be able to run reports ourselves.  This is what she's looking for. The bolded one is still being researched as to whether this will sit with me. Please advise. Thank you. 

KPI		Frequency
Credentialing package timeframe		monthly
Credentials Compliance Rate		monthly
# of candidates in credentialing		weekly
# of packets submitted and pending feedback		weekly
# of packets rejected due to errors/omission		monthly
# of packets that requested suplemental information		monthly
average # of touchpoints for completed packet		monthly
packets in process in excess of 21 calendar days		semi- monthly
Average days between executed offer letter and first contact with candidate		monthly
number of different credentialing processes		quarterly

[Silvia]

Hi @Lisa Salcido , 

Great news, have you installed Blue Cat Reports to your board(s) yet? If so, please use the chat icon from the bottom-right of the screen to get in touch via our support system. 

All reports are customized by each user depending on their needs, but we can definitely have a call to walk you through everything.