Approvals Reports
Note: You can ‘Add Filter’ for many of these reports to take a closer look at specific data.
Case Loads |
Table with clickable breakdown by worker of assignments in Initials, Renewals, and Conversions. This is where the homepage is pulled from. CSV export available |
Public Website Analytics
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Line graph shows visits to the site and how long a visitor remained on the site. Only for those with Binti supported public website |
Recruiting Progress |
Bar graph and table that shows the current status of community applicants (recruiting, applying, approved, etc). Numbers are clickable |
Team Performance Report |
Automatically shows the last full month of approvals by team. 2 tabs: one showing ALL members of team and one showing supervisors. You can see worker, supervisor and manager. There is a clickable portion that allows you to see approved, renewals complete, withdrawn, denied, closed, new assignments, avg. days between placement & approval and avg. days between signature and approval. Takes you to Status Change Histories. CSV export available |
Days Since Application Signed |
Table with clickable numbers of applications signed in 0-30 days, 31-60 days, etc. Also broken down by family type; Relative/NREFM vs Community. Numbers are clickable. |
Days Since Placement |
Table showing families with placement, no placement, or unknown placement. If there is a placement in the home, this is broken down by days since placement: <31 days, 31-60 days, etc. Numbers are clickable. |
Utilization |
Data here reflect agency staff’s use of Binti for Case Notes and Agency Forms. It also shows the percentage of applicants with online access and what percentage of their requirements are being completed online. This number reflects 30 days from the date the report is run. (rolling 30 days) CSV export available |
Family Map |
This is a map of the US showing pin marks for every family - hover and click on a pin to see further information about the family. Be sure to use the Add Filter button here to drill down on the different family status; such as Recruiting, Applying, and Approved. You can click on pins to show family data and you can also overlay county lines. (Green = applying, Yellow = approved, Purple = recruiting) *For a family to appear on the Heat Map, their address must be completed on the Edit Application page. |
Status Changes |
Line graph that shows status changes that occurred each month. Quickly identify how many families signed their application in a particular month, or how many families were approved in a particular month. Numbers are clickable. |
Status Change Reasons |
Bar Chart showing the reasons why families dropped out, withdrew, or were denied. CSV export available |
Time to Approval |
Line graph, scatter graph, and data table displaying the length of the approval process. There are three views: days between signature and approval, days between placement and approval, and days between inquiry and approval. CSV export available |
My Requested Reports |
Most reports generate rather quickly; however, if you are pulling a large CSV it may take many minutes or longer, in which case Binti will send you an email when your report is ready and you can come here to find it |
Status Change Histories |
Defaults to previous month. Shows applicant name, Status Change By, Workers Assigned, Status and Date/Time Columns. CSV export available |
Additional Approvals Reports
Note: You can ‘Add Filter’ for many of these reports to take a closer look at specific data.
Barriers to Approval | Bar chart of good cause reasons (the barriers to families being approved by 90-days). Now with Date Filter so you can search by months. |
California Quarterly Report |
Please make sure to check out the California Quarterly Guide All information presented here is additional information that may not be clearly covered in the above linked guide.
Should match
CSV export available |
Good Causes |
Three tabs: one showing unspecified good causes (those with reasons unanswered in Binti), one showing specified good causes (those with reasons entered in Binti), and one showing the total of the previous two tabs. A family who needs a good cause recorded will have a small blue triangle on the dashboard. Or, you can answer the good cause reason from the Good Cause report page by clicking on Actions > Edit good cause CSV export available |
Conversions Processed |
Table showing total Conversions by status; eligible, applying, or approved. Also showing by breakdown of family type; relative, community, etc. |
Good Causes & Barriers to Approval Demo
Download CSV (excel sheet)
From your dashboard (any screen other than your home page), you will see a Download CSV at the bottom of each of your Binti pages. If you click on Download CSV, it will download all the data from the that dashboard into an excel sheet. (This is a download of all the data from the dashboard you are on (not page). For instance, if you are on the Applying dashboard & see Applying (80) in the tab, at the bottom of your page above Download CSV you will see Displaying 1 - 20 of 80 and the CSV will pull data for all 80 even though from your current page you're only seeing 20.)
If you see Request CSV the request will be automatically sent to the Binti Engineering team to create the CSV because the data range is too large for Binti to automatically download the data. When your CSV is ready, you will receive notification.
What if I'm not interested in seeing all the data from the dashboard in my CSV (excel sheet)?
From your dashboard (any screen other than your home page), you will see a Hide Columns button to the far right. If you click on that, it will open a list of the columns for the page you are on. If you're not interested seeing a column on the dashboard or in a CSV (excel sheet) you can uncheck the column(s). You'll then see your dashboard automatically remove those columns from your view & when you select Download CSV at the bottom of your page, the excel sheet won't have those columns. **Just remember if you want to view those columns again, you'll want to click on the Hide Columns button again and re-check those boxes in the column's list.
Is there a way to find out if I have received any NEW referrals for this week?
In addition to checking your email notifications, you can go to Applications (top blue tool bar) > Applications > Add Filters > More Filters > Date worker assigned > add From & To Dates > Filter > see ALL tab.
Is it possible to be sent my caseload from a previous date?
Go to Applications (top blue tool bar) > Applications > Add Filters > My Cases (top button) or add filter Worker Assigned with All Cases selected (top button) > More Filters > Date worker assigned > add From & To Dates > Filter > see ALL tab.
Placements Reports
Note: You can ‘Add Filter’ for many of these reports to take a closer look at specific data.
Child Referral Demographics | Bar graph and table showing placement of children in community home, private agency home, or group home. Change tabs to see information broken down by gender, ethnicity, and age. Referring agency information must be added on child information page (under Edit Child > Agency) and placement search must be added for child in order for information to be populated on this report. |
Sibling Placement |
Pie chart and list of children placed with all of their siblings, some of their siblings, or none of their siblings. This is followed by a list of the child’s name, sibling name, who they were placed with, placement availability and other siblings in placement. Names are clickable CSV export available |
Time in Home |
List of children and how long each placement episode occurred. Filter for a particular child to see all placement episodes. (names are clickable) CSV export available |
Time to Placement |
Table showing how long (how many days) it took to secure placement for a child - and which placement types were contacted: county homes, private agency homes, group homes. CSV export available |
Eligibility Report |
A list, pre-filtered for a one-month range, showing a child’s placement and if the placement was Therapeutic Care. CSV export available |
Placement Case Loads |
Open placement searches according to assigned worker, and how many placements each worker secured each month. Also shows unassigned cases. CSV export available |
Family Contact Report |
Table displaying last contact with the family/agency. Also shows the number of calls made regarding a potential placement in the past 12 months, and how many times they said ‘yes’ to placement. Use this to track families you may not be reaching out to frequently, or families who may need their preferences updated so that placement matches are more likely. CSV export available |
Family Preference Utilization Report |
Table listing all families and the date their preferences were most recently updated, and by which worker. CSV export available |
Other Reports
It's important to note that you can also download data anywhere on the site that shows a link to "Download CSV" in the bottom center of the page.
One of the most useful of these downloadable reports is found under Applications, where you can download all data for all applicants listed in any of the statuses listed at the top of the dashboard (i.e. Recruiting, Applying, In Renewal Process, etc).
The CSV file will include everything available on the dashboard, plus additional information including the contact information for the applicants.
Reports Overview (Video)
What can I do if I have questions that weren't addressed in this help article?
If you have any other questions, please feel free to email us at help@binti.com, send us a chat using the chat icon (bottom right hand corner), or give us a call at 1-844-424-6844.