This guide provides an overview of the reporting feature available in Lightning Reach.
What is reporting?
Reporting is a premium feature in Lightning Reach that provides valuable data and insights. It allows you to view, analyse, and download detailed reports, helping you track how users connected to your organisation engage with the portal and monitor the performance of your support schemes or referral activities.
If you’re interested in adding this feature, please reach out to us at hello@lightningreach.org.
How to access reporting?
To access your dashboard:
1. Log in to the Lightning Reach Admin Portal: https://admin.lightningreach.org/login.
2. Navigate to the Reports section on the left-hand menu.
3. Your dashboard will then load.
4. To understand the data and features specific to your organisation's dashboard, check out the relevant sections below.
Troubleshooting & FAQs
Use Google Chrome for optimal performance when viewing reports.
If you encounter any issues with the dashboard, here are some common error messages and solutions.
Common errors
| Error message | Description | Solution |
|---|---|---|
| Timeout error or blank page | This happens when the dashboard takes too long to load. | Refresh your browser or click the three dots in the top right corner of the box and select "Force Refresh." |
| No data available | This appears if there’s no data to display for the selected time period. | Adjust the filters or check back later for updated data. |
For additional help, email us at hello@lightningreach.org.
Important notes:
- Your organisation will have its own dashboard, accessible through the reporting area within the admin view of the application manager. This feature is not enabled for all organisations. If you are interested in enabling it, please contact us at hello@lightningreach.org.
- To access the reporting feature, users must have the reporting role assigned. Without this role, the reporting feature will not be visible or accessible.
- Learn about roles: For details on roles and how to assign them, visit our roles overview article.
Key dashboards
Each organisation has its own dashboard. While these guides provide an overview of the available dashboards, please note that there may be discrepancies as each dashboard is tailored to your organisation.
We highly value your feedback and suggestions, whether it's about data you'd like to see, features you'd find useful, or improvements we could make. Your input helps us refine our dashboards and ensure they meet your needs. If you have any ideas or requests, please don't hesitate to reach out to your Client Success Manager or email us at hello@lightningreach.org
Which guide should you follow?
Since dashboards are tailored to your organisation, keep reading for descriptions below of your relevant dashboard.
Refer dashboard
The referral dashboard provides organisations with insights into how their referral links and support workers are helping individuals access support through Lightning Reach.
For more details, see the following guide: Referral dashboard
Apply dashboard
This is for organisations that have support scheme applications on Lightning Reach. You may have caseworkers and administrators processing applications on behalf of your organisation. The dashboard displays data related to your organisation’s applications and the applicants.
For more details, see the following guide: Apply dashboard
Local authority dashboard
This is for local authorities. The reporting shows how individuals and their support workers in your local authority area have accessed Lightning Reach and their journey to finding support. This covers everyone with a post code within your jurisdiction, not just those you have referred.
For more details, see the following guide: Local authority dashboard
Housing association dashboard
This is for housing associations. The reporting shows how individuals and their support workers in your organisation have accessed Lightning Reach and their journey to finding support. This includes people you’ve referred, individuals who’ve listed your housing association in their profile, applicants to your support schemes and individuals created by a support worker at your organisation. The data shows their activity on the platform and their journey to finding support.
For more details, see the following guide: Housing association dashboard