How do I run reports for the KEEP process?

This article walks coordinators through downloading DAISY reports for the KEEP process. The reports are Excel files and should be downloaded for each program model (from the most recent calendar year).

1. Go to Reports: Click Reports at the top of the screen.
2. Open the first report: Find Participant Demographics Export Report and click the view icon under "Action."
3. Set the filters:
   • Choose your site.
   • Under "Visits Completed," type the dates 1/1/2025 to 12/31/2025.
   • Leave all other boxes blank.
4. Click Create File.
5. Download the file: In your browser, click the small download icon and open the file.
6. Check the participants: In the first tab, you will see a list of participants who had a visit in 2025. Remember this number when filling out the KEEP form.
7. Open the next report: Go back to the Reports section. Find the Referrals Export Report and repeat steps 3-5.
8. Find unique referral types: To see a list of referral types (with no repeats):
   1. Click the small arrow in the corner between column A and row 1 to select the sheet.

   2. Click the Data tab.

      

   3. Under Data Tools, click Remove Duplicates.

       

   4. In the pop-up, click Unselect All, then check Referral. Click OK.

9. Now column H (Referral) shows a list of unique referral types.