Without proper planning, many organisations struggle when an ETO™ administrator leaves their position, as this person often takes with them lots of organisational knowledge about their ETO software system.  So, replacing their expertise can be a daunting task.  However, with some preparation, you can mitigate the risks associated with this transition, especially when you know it is about […]

Data quality is fundamental when entering new data into your Efforts to Outcomes (ETO™) software to ensure that any reporting and data analysis that you do is accurate. This post outlines a few settings that an ETO Administrator can apply to your Social Solutions ETO database to ensure accurate data entry. These settings can also reduce […]

Data quality and data accuracy are extremely important for any ETO database.  In other posts, we have explored how to ensure data quality and ways to streamline data entry in ETO Touchpoints for front-end users.  Some of these Touchpoint design tips are also important for those Administrators who have reporting access, as they can make […]

What do we do with our existing data?   This is a critical question that you may need to address if you are considering a data migration project. Data Migration may be required in your organisation for a range of reasons – see our post on the Pros and Cons of ETO Data Migrations for more […]

Data migrations aren’t easy.  They have the potential to turn your clean and organized ETO database into a disorganized, unmanageable system.  So data migration requires careful planning by weighing up the pros and cons of migrating your data – see our post on the Pros and Cons of ETO Data Migrations.  Once you understand the […]

What is a data migration? A data migration is the transfer of data from one location (the source) to another location (the target).  The complexity of a data migration will depend on the differences between the source location (i.e. where the data is coming from) and the target location (i.e. where the data is going […]

Changes and updates to the structure of your ETO database are common and often necessary. As you make changes and improvements to your program outputs, outcomes, impact or reporting requirements, you may find better ways to track key metrics, enter data in a more efficient way, and redesign the way your reports present your data.  […]

ETO Reporting can often feel complex and overwhelming, so it is important to look for ways to streamline your organization’s reporting processes. The View Reports (New) feature is a recent release to help users access standard and custom reports in ETO a lot more quickly and easily.  This post outlines five tips and best practices […]

Spell check functionality is not built into ETO software, however, since a lot of the work done in ETO software is directly typing in text and notes fields for data entry, having spell check is necessary and a life-saver. There is a simple way to install a spell check feature to use with ETO software […]

Dashboards are important tools for ETO software users as they are the first thing users see when accessing ETO and provide instant access to navigation shortcuts and reportable information. The Participant Dashboard is one of many types of dashboards in ETO, and like all ETO dashboards, its parts or sections are highly customizable. You can […]