In Gather Analytics, data sources represent specific categories of information that funeral homes can report on. Each data source pulls in a unique set of information, allowing you to create focused reports tailored to different aspects of your operations, from case management to payments and community interactions. Data sources make it easy to generate insights that are highly relevant to your team’s needs.
How Data Sources Work
Data sources are the building blocks of every report in Gather Analytics. When you build a new report from scratch the first thing you do is select a data source. Selecting a data source pulls the relevant data into your report, giving you access to the relevant information and allowing you to customize your report further.
Admin Control and Access Management
Funeral home admins have full control over who can access each data source. Here are some key points about access delegation:
Customizable Access: Admins can grant or restrict access to individual data sources for each non-admin user in Gather based on their role and information needs.
Location-Specific Permissions: Access to data sources can also be set uniquely for each location. For example, an employee might have access to the "Payments" data source at one location but not another.
Security Tip🧠
Location-Specific Permissions are particularly useful when employees' job responsibilities are different from one location to the other.
Maybe you have Tim, a managing funeral director at Location A. Tim occasionally helps with events and fielding calls at Location B. As an admin at both locations, you could give Tim access to all data sources at Location A, but only the Events and Case (Non-Financial) data sources at Location B.
Admin Privileges: Admins always have access to all data sources within the locations where they hold admin rights, ensuring they can oversee all relevant data.
With these controls, you can ensure that employees have access only to the information they need, maintaining data security and privacy across your organization.
Overview of Available Data Sources
Here’s a breakdown of each data source available in Gather Analytics:
Case Non-Financial
Provides a high-level overview of non-financial case information, offering summary-level data on various case elements. This source is useful for tracking general case progress without financial details.
Case Financial
Focuses on financial aspects of cases, including overall revenue and expenses. This source is ideal for reviewing case-specific financial performance and tracking collected or outstanding balances.
Case Vitals
Contains demographic details for each case, such as information entered during the Death Certificate task or A.I. Obituary Builder. Use this source for insights into the background and personal details associated with each case.
Invoice Line Items
Shows everything sold across different categories, including Statement Products, Outside Products, and Package Discounts. This source helps track detailed sales information, useful for inventory and financial analysis.
Events
Provides an overview of all scheduled events related to cases, making it easy to monitor your team's workload and plan resources accordingly. This source is essential for scheduling and tracking ceremonies and appointments.
Helpers
Delivers insights into the roles and activities of each family helper involved in cases, including admins, guests, uninvited helpers, and deceased family members. Use this source to manage and understand family participation and interactions.
Notes
Displays all notes, including case notes, task notes, and step notes, to help keep everyone on the same page. This source is great for tracking communications and ensuring consistency across cases.
Task and Step Activity
Summarizes the status and details of all tasks related to each case, covering both internal and external tasks. This data source provides a high-level view of operational progress across cases.
Payments
Lists details of each payment entered for a case, including payment methods such as Cash, Check, Card Reader, and more. This source is essential for financial tracking and reconciling case payments.
Remember Page
Provides insights into how the community engages with your brand on Remember Pages, including memories, photos, flowers, trees, and other interactions. Use this source to monitor community involvement and engagement.
Insurance Policies
Focuses on pre-need policies managed through the Homesteader Policy Integration, allowing you to analyze pre-need performance and policy details directly within Gather Analytics.
Using Data Sources Effectively
By carefully selecting data sources, you can create focused reports that provide actionable insights tailored to different aspects of your business. Whether you’re tracking financial performance, monitoring event schedules, or understanding community engagement, data sources allow you to zoom in on the details that matter most to your funeral home.
With Gather Analytics, funeral home admins can ensure that each team member has access to the right data sources based on their roles and responsibilities. This flexibility helps maintain security and ensures that employees can only view information that’s relevant to them, enhancing both efficiency and data privacy.
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