🛠️ These articles include high-priority cards and their logic. If you notice a card you use is missing, please be assured we are working our way through them.
How do I find the Activity dashboard tab?
Open up the Case management system at case.thejoyapp.com
Select the 'Dashboard' tab 👇 on the left-hand side
Select the 'Activity' tab 👇 from the options under the dashboard heading
You should now be able to view your data! 🎉
Card Breakdown
Activity - Client Touch Points
📖 Learning: This card finds all client records between the dates set on the dashboard and breaks them down by the type of contact, adding the total number of contacts of each type during the date range. Only records for clients who are assigned to the viewing organisation are counted here.
The totals are calculated using a different query to the 'Sample size' line which based on a separate query that simply finds all clients at the relevant organisation created within the filter dates.
Activity - Time Spent per Touch Point
📖 Learning: Similar to Client Touch Points, this card finds all client records between the dates set on the dashboard and breaks them down by the type of contact, adding the time spent on all contacts of each type during the date range. Only records for clients who are assigned to the viewing organisation are counted here.
The totals are calculated using a different query to the 'Sample size' line, which based on a separate query that simply finds all clients at the relevant organisation created within the filter dates.
📌 Note: The total at the top is broken down in two different ways underneath. Each separate section should sum to the total at the top.
