Apricot top feature-reporting!
September 25, 2017

Apricot top feature-reporting!

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Apricot by Social Solutions

Apricot is used across the entire organization. All of our sites use Apricot to enter important information about the clients we serve. Apricot serves as a place where we can track and store client information as well as create reports to track how we are doing in specific areas.
  • Apricot allows you to customize staff access based on their roles within the organization. Not all staff have to have the same unlimited access to Apricot!
  • Apricot allows you to create some pretty detailed reports that pull from the data you enter in the system. There is a lot of flexibility on what you can report on and how you can report on it. We use reporting features DAILY and also use it to help support us with local and state requirements.
  • While the ability to create reports is great, often times users have to know very specific information on building a report that may not be explicitly stated in the instructions. Sometimes one or two wrong steps in report or form building can greatly impact the accuracy of what you pull.
  • It would be great to have more help where Apricot staff are actually able to implement some of the changes you need made instead of just providing instruction on how to do them. Some things are pretty simple to change or create on our own, while others are more complex and require someone to be dedicated to knowing the ins and outs of the program.
  • Apricot has allowed us to build reports using the data we enter to accurately portray the services we provide and how we are doing in many areas. These reports contribute to quarterly and annual management reports and are used regularly to share information to stakeholders.
Our organization benefits greatly from the data we pull form Apricot. We are not only able to view real time information, such as waitlists and current client rosters, but we are also able to build reports to gauge how we are doing in certain service areas on a regular basis allowing us to find strengths, areas for improvement, etc.
Apricot reporting tools has allowed us to offer critical data to our stakeholders!

Examples includes, our Annual report numbers which are used not only for stakeholders, such as donors and board members, but we also use this information when working to obtain grants to support our programs.
I think Apricot is a great tool for industries in the health or treatment sector, allowing for easy user access and storage of client records.