TruServe PIMS Report Example

 

Here is an example of how to pull data for PIMS by creating a report in TruServe:

Select Reports from the top navigation and start by choosing the date range for the reporting period.

PIMs date range

 

Under Step 2 Filter Items, select Activity Type and filter by Technical Assistance. PIMs filter

 

Then select Programs & Goals and filter by SORH. PIMs filter 2

 

The filters you select will depend on how your office has entered TA encounters into TruServe. Adjust your filters accordingly for your report. Here is another example of how a state might filter for SORH TA encounters, again depending on how the data has been entered.SORH Report 2

 

Under Step 4 Select Output, select activity type, modes, organization types, and organization list.pims outputs

 

Click on Step 5 See Results. This will give you the total number of technical assistance encounters.

SORH Report 4

 

You will then see activities by modeSORH report 6

 

The “organization types” chart will give you the number of unduplicated clients by type.
sorh report 8

 

The “organization list” will provide you with a breakdown of organizations within each type (and give you the number of activities connected to each organization for that date range).

sorh report 9