The Apricot Outcomes tool allows you to incorporate your organization's outcome goals and performance targets into your reports and track their progress and overall completion.

In our example report, we've pulled fields related to individual donors and their donation amounts into our first report section and grouped them by donor name. Specific data we've highlighted with summary values include the donors' total donation amount, average donation amount, and largest individual donation amount. We also added a second section to report on the organization's overall donations using summary columns. The Report Builder allows us to report on outcomes for the Number fields in both of these contexts.

Follow the steps listed below to learn how to display both individual and overall outcome goals in a native report.

To start building an outcomes-based report, you'll first need to enable the Outcomes tool. Open the section's properties, select Yes under 'Show Outcomes', then apply your changes. We've enabled outcomes for both of our example report sections.

You'll notice a new Outcome box in your report section with a blank description and no goals within it. This is where we establish our targets or goals that we want to track progress toward. Click the gear in the Outcome box to open its settings.

You can enter a description of the overall outcome you're looking for, then click the + icon next to Goals to add as many goals as necessary to help you achieve that outcome.

The goal's equation determines which count or summary the goal is dependent on, what its qualifier is (ex. Greater Than or Less Than), and what the target value is. As an example, we've listed our goals below and how they're set up in the Outcome Properties.

Depending on the goal's qualifier, the available Display Styles may differ. This determines whether the report displays icons like an 'x' or checkmark (Graphical) or if it states 'Met' or 'Unmet' (Text) next to a result. You can also choose to display a progress bar or just a number percentage toward the goal for each result. This would be displayed per individual donor in our example since we grouped our report by the name column.

Click Apply once you've finished, then view the individual progress or completion of your goals across your data set.

You may want to display your organization's overall progress towards a goal instead of focusing on individual progress. This can be done in the same report with a summary section that pulls the summary values from another section. To learn more about summary columns, click here.

Note: Since the outcomes in this section depend on summary values, each column in the summary section must have "Value" selected in its properties.

​Our summary section displays the total amount fundraised and the average donation amount across all donors. We listed our overall goals as follows in the Outcome Properties.
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The overall results will display in the Outcome box of the summary section.