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Contact Charitylog:

Unit 6 Ashburton Industrial Estate
Ross-on-Wye
Herefordshire
HR9 7BW

Tel: 01989 763691

Log in to Charitylog:

You can log into Charitylog from here, or on the homepage of the website.
Log in to Charitylog.

Branches and Branch Reporting

Most organisations operate Charitylog as if there is only 1 office or branch. However, there are increasing instances of back office mergers between organisations, where the likes of administration operations and the central database is merged but the offices retain their individual identity.

The question that then arises is how to report on individual branches, how to make clients visible only to the staff in their own 'office', how to make sure the relevant things happen in each discrete office?

Charitylog has introduced a Branch version of the system. This means that you can set up as many branches as you need, along with 'views', which are effectively groups of branches.

When a user logs in, they can nominate which branch they are in at the time. This then allows the system to show them only the clients in the branch, only those projects run by the branch, only those clubs and groups belonging to the branch and so on.

Any user is allowed access to any number of the branches as specified by the system administrator.

Branch Reporting

When running reports and KPI queries, it is possible to look at one branch or any number of branches. This means that in larger organisations, you can see, for example, how the branches in the west are performing compared with those in the east, or how those doing certain types of work compare with those doing other things.

We can also use the branch approach to allow the collation of data provided by a set of independent organisations who belong to an affiliation - if you import separate sets of data into a branch database, you can still look at individual branches as well as the bigger picture.