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Rebekah Eslao
Community Manager
April 28, 2026

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

  • April 28, 2026
  • 26 replies
  • 334 views

Whether it's mastering a specific feature, streamlining a workflow, or building expertise in an area you use less often, this could be a chance to learn from each other!

26 replies

Rebekah Eslao
Community Manager
May 4, 2026

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

That is something I also want to learn about! 

Rebekah at Bonterra
Greg Tausch
Explorer
May 4, 2026

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

Kathryn Anders
Explorer
May 4, 2026

Simplify record audits/streamlining reports

Naomi Katz
Active Advisor I
Active Advisor I
May 4, 2026

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

That is something I also want to learn about! 

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

Lucy Garcia
Explorer
May 4, 2026

Learning more about the impact hub reporting :)

Vanessa Hamill-Meeriyakerd
Explorer
May 4, 2026

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)

In Community, Vanessa (she/they)
Naomi Katz
Active Advisor I
Active Advisor I
May 4, 2026

I would like to learn about more complex report building.

 

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

Sirena Lindsay
Explorer
May 4, 2026

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

smartin
Explorer
May 5, 2026

Learn how to effectively utilize impact reporting

Terre Martinez
Rising Star I
Rising Star I
May 5, 2026

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.

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? 

--Terre Martinez