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TRANSCRIPT
Improving the lives of 10 million older adults by 2020
Introduction to Domo Reports &
Analytics for the
National CDSME Database
January 16, 2017
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 3
Speakers* & Data Team
Angelica Herrera-Venson, DrPH, MPH*
Associate Director, Data Management & Evaluation, Center for Healthy Aging, NCOA
Daniel Dennis*
Associate Director, Systems Integration, NCOA
Jorge Alberto Perez*
Consultant
ROI-DNA / Domo
Meghan Thompson
IS Specialist
Sound Generations
Sarath Reddy
Consultant, Salesforce Developer/Administrator, NCOA
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 4
On Today’s Webinar
▪ Welcome
▪ Salesforce <-> Domo Connection
▪ Accessing Domo
▪ Navigating Your Page Layout
▪ Exporting workshop data
▪ Grantee Trends & Statistics cards
▪ Participant Demographics
▪ Semi-annual report
▪ Requesting help with Domo
▪ Q & A
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 5
Salesforce vs Domo
There are 2 components of your National CDSME Database:
▪ Salesforce – (Data IN!) 3-5 users recommended. For entering workshop data, with only basic views of data entered. No export functions at this time.
► Dashboard with views # of workshops, counties, host organizations, & participants.
► View individual profiles of hosts, sites, workshops, & participants to verify your entries.
▪ Domo – (Data OUT!) Restricted to a single user. Provides full participant level exports, full workshop-level exports. Allows you to visualize demographic data in graphics and tabular form, and apply filters. See trends, and examine site-level and program leader performance by completion rates & other factors.
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 6
Accessing Domo
https://ncoa-org.domo.com/auth/index
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 7
Transition Page
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 8
Your Custom Home Page in Domo
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 9
Your Custom Home Page in Domo
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 10
Exporting Workshop Level Data
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 11
Participant Demographic
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 12
Grantee Trends & Statistics
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 13
National Statistics & Trends
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 14
Semi-Annual Report Cards
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 15
Finding Help
▪ Frequently Asked Questions (FAQ) document may be a useful first stop: https://www.ncoa.org/center-for-healthy-aging/cdsme-resource-center/
▪ The direct link to the “Data Entry, Collection, and Management Resource” page can be found here: https://www.ncoa.org/center-for-healthy-aging/cdsme-resource-center/cdsme-grantees/data-entry-collection-management-resources/
▪ Email Angelica [email protected] or Meghan [email protected]
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 16
Thank You!
Any questions?
▪ Type your question into the chat box on the lower left-hand side of your screen.
▪ For reference, the recording of this webinar will be available shortly on www.ncoa.org/cha.