Report on Activities According to Type of Organization/Client
You can create a report in TruServe that will show your work related to a specific type of organization/client.
1) Click on Reports from the top navigation and select a date range:
2) Click on Step 3 Filter Orgs, select Organization types and click on the
type you want to report on:
3) Click on Step 4 Select Output to select the charts/tables you would like to see in your
4) Click on Step 5 See Results for a breakdown of activities that involved that organization
type. See charts based on related programs/goals, types of activities and more: