Tools for TruServe Users

General Resources

• TruServe User Tips
  Tips provided for TruServe usage and staff engagement. See best practices for site administrators, supervisors and system users.
• How to find specific records (activities, organizations, etc.) – Video tutorial
• View Changes Made to a Record in the History Tab
• Find a Summary of Activities for an Organization – Video tutorial

Resources on Data Entry

• How to Add an Activity – Video tutorial
• Add a Person/Organization Record – Video tutorial
• Create groups of organizations for streamlined data entry and reporting
• Track Demographic Information

Activity Templates

• How to Create a Template – Video tutorial
• How to Add an Activity from a Template – Video tutorial
• Delete a Template from TruServe
• How to Change or Delete a Template – Video tutorial

Resources on Reporting

• How to Report on Organizations/Clients Receiving Assistance
• Report on Activities According to Type of Organization/Client
• Report on work with a specific type of organization
• View a List of the Communities Served by Your Organization
• Create a Report Template
• TruServe PIMS Report Example
  An example of how to pull data for PIMS with screenshots and instructions.

Video Tutorials on Reporting
Short video tutorials about basic and advanced reporting options in TruServe.

• General Overview on How to Run A Report
• Report on Time, Budget and Customized Fields
• Report on Work with a Specific Organization
• Report on Work in a Specific Location
• Report by Organizational Location
• Filter by a Multi-select Field
• Report on My Activities
• Example of a SORH PIMS Report
• PCO Report – Types of Clients Receiving Different Types of TA