What’s ONE thing you want to get better at in Apricot this year?

Learning how to manage external referrals when referral sources are not on Apricot. 

I want to get better at building reports inside the  Impact Hub and learn what unique ways that customers are thinking of using the Impact Hub

Creating more useful and meaningful reports! I inherited our Apricot about a year ago and am looking forward to spending this summer getting everything more streamlined now that I’ve got a year under my belt as an Apricot admin.

Streamlining data entry

Learn more about impact hub and the enrollments feature, also find out how other organizations are going about routine data hygiene and cleaning.

I want to make our workflow easier for staff.

I would like to learn more about how we can use Connect to make the intake process easier for our clients.

I would like to learn about more complex report building.

Streamlining our existing report stack so we have meaningful reports and knowing when to use Apricot Results, Impact Hub, Native reporting

I want to learn more about how to implement Bonterra Que into our organizations workflow 

That is something I also want to learn about! 

Learning advanced report building and configuration. Also streamlining our user experience to help facilitate efficiency across the agency

Simplify record audits/streamlining reports

This is something we’re working on as well! Looking forward to some info sharing on this topic.

Learning more about the impact hub reporting :)

I want to strengthen our team’s proficiency in Apricot so I can move beyond reactive problem-solving and start building more advanced solutions (e.g.  exploring whether an individual-based Tier 2 evaluation form can be developed within Tier 1 profiles)

Here are 2 reference I find really helpful for Results Reporting. They’re not necessarily a starting point (I’d recommend starting with the bonterra courses). They’re really helpful though when you need help with some of your report coding.

SAP BusinessObjects Web Intelligence Handbook 

Functions Cheat Sheet

I would like to figure out more ways to simplify workflow changes when incorporating the tool’s new/upgraded features and processes.   

Learn how to effectively utilize impact reporting

We are doing the same thing! Specifically, I want to understand best practices for building reports where we (as Admins) minimize duplicating Native Report sections across several reports because different departments use the data. In this context, I want to organize our reports so it is easy for Users to find the data they need while minimizing the effort it takes Admin to maintain reports. Anyone have any best practices? 

Here is a training resource that might really help! It compares Results Reporting vs Native Reporting so you can see which approach fits your workflow best

• When to Use Results Reporting​: Comparison of Apricot Reporting Options  

Managing external referrals is definitely something a lot of folks are navigating!

If you haven’t registered yet, we have a coaching event coming up that covers Referrals: Beyond the Handoff: Improving Referral Processes to Better Support Clients on May 13. 

It's a great chance to learn practical Referral tips and ask questions in real time. 

Hoping to clean up the data in apricot and eliminate duplicate data entry - while also using Bonterra Que to improve workflows and efficiency

That’s a great idea.

I think these kinds of learning exchanges are really valuable, especially when people share how they actually use features in real workflows rather than just theory. Even small tips or shortcuts can make a big difference in productivity.

I’d be happy to share what I know and also learn from others—there’s always some feature or approach you end up discovering late that would’ve saved a lot of time earlier.

Looking forward to seeing what everyone brings to the discussion.

That’s actually a great mindset. A lot of the best tips come from people sharing small workflow improvements or lesser-known features that aren’t always obvious from the documentation.

Sometimes even a simple shortcut or setup change can save hours over time. I’m definitely interested in hearing what tools, features, or workflows others have been improving lately.