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Dynamic Reports

How to understand your data in PantrySoft with reports.

Dynamic Reports

There are many dynamic reports in PantrySoft to help you understand your pantry's performance and impact. Some of the most commonly used Dynamic Reports are outlined below. Need a custom report? You can request one here.

All Client Records

This report provides an overview of all the clients currently in the organization's system. It displays each client's name, household information (including the number of children, adults, and seniors), client status, contact details (phone, email, address), and the location and time of their latest visit and registration. This report is useful for gaining a comprehensive understanding of your organization's client base.

Visiting Clients

This report provides a snapshot of all clients who've visited within the selected time period. It gives you their name, client status, the dates of their latest visit and registration, and the number of times they've visited during the period. It also provides household information (including the number of children, adults, and seniors), and their contact details (phone, email, address). This report can help you understand who your "frequent flyers" are.

Visits in Range

This report is similar to the Visiting Clients report, except that instead of aggregating the visits of an individual client, it lists each visit out individually. You may want to use this report if you're trying to capture all individual visits during a certain time period.

Visiting Household Members

This report lists each of the household members visits individually with their client status and contact details (phone, email, address). This is a useful report if you want to know all of the people who've visited, regardless of whether they're a primary client or household member.