TruServe User Tips
Tips provided for TruServe usage and staff engagement. See best practices for site administrators, supervisors and system users.
Resources on Data Entry
How to Add an Activity – Video tutorial
Add a Person/Organization Record – Video tutorial
- How to Create a Template – Video tutorial
- How to Add an Activity from a Template – Video tutorial
- How to Change or Delete a Template – Video tutorial
Track Demographic Information – Screenshot of demographic tab in an activity record.
Resources on Reporting
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
TruServe PIMS Report Example
An example of how to pull data for PIMS with screenshots and instructions.