Real-time reporting dashboard updates

Purpose

1.1. Enable instant, accurate updates to adoption agency stakeholders regarding case status, milestone completion, family intake, child placement, and communication logs.
1.2. Reduce manual reporting, ensuring up-to-date dashboards for directors, caseworkers, and partners at all times.
1.3. Deliver compliance-ready, real-time data visualization for audits, board meetings, and regulatory reviews.
1.4. Unify disparate systems (case management, communications, HR) into a single reporting interface.

Trigger Conditions

2.1. New case file creation or modification in case management system.
2.2. Update to family or child profile records.
2.3. Submission of a completed home study or legal document.
2.4. Any change in placement status or matching activity.
2.5. Incoming/outgoing communications (email, phone, SMS) logged by staff.
2.6. Scheduled batch updates (hourly, daily, weekly).
2.7. Error, exception, or compliance flag detected.
2.8. Manual refresh request from dashboard user.

Platform Variants

3.1. Microsoft Power BI
• Feature/Setting: Power BI REST API – Configure ‘Push Datasets’ to update dashboard tiles via PATCH requests from backend logic on new adoption events.

3.2. Google Data Studio
• Feature/Setting: Community Connectors – Set up scheduled fetch of agency system endpoints via REST API and auto-refresh connected data.

3.3. Tableau Online
• Feature/Setting: Tableau Webhooks/API – Trigger Tableau Data Extract Refresh when case record changes detected.

3.4. Salesforce Reports & Dashboards
• Feature/Setting: Reports REST API – Automate insertion and refresh of custom report data on adoption workflow triggers.

3.5. Zoho Analytics
• Feature/Setting: Zoho Data API – Set “Add Row” and “Update Row” endpoints to push operational changes into analytics workspace.

3.6. Klipfolio
• Feature/Setting: Klipfolio REST API – Set up JSON data feed from adoption CRM event triggers for real-time dashboard tiles.

3.7. Smartsheet
• Feature/Setting: Smartsheet API – Configure row updates and sheets sync to reflect operational changes instantly.

3.8. Airtable
• Feature/Setting: Airtable API – Use PATCH requests to update record views when adoption records are created or modified.

3.9. Qlik Sense
• Feature/Setting: Qlik Web Connectors – Real-time data push from social services management software.

3.10. Sisense
• Feature/Setting: Sisense REST API – Send push updates to Elasticube data models on adoption status change.

3.11. Domo
• Feature/Setting: Domo Streams API – Push updated datasets from backend logic on every relevant trigger event.

3.12. Redash
• Feature/Setting: Redash Query API – Refresh dashboard queries when upstream data flags new adoption event.

3.13. Looker
• Feature/Setting: Looker API (run_look endpoint) – Automate running Looks synced to case activities.

3.14. Grafana
• Feature/Setting: SimpleJSON Data Source Plugin – Push time-series adoption updates directly to dashboard panels.

3.15. Monday.com Dashboards
• Feature/Setting: Monday API v2 – Mutation to update boards when new communication or status is logged.

3.16. Google Sheets
• Feature/Setting: Sheets API – Update cells in shared dashboards programmatically on system events.

3.17. Notion
• Feature/Setting: Notion API – Patch database items to reflect latest adoption pipeline activities.

3.18. SAP Analytics Cloud
• Feature/Setting: Data Import API – Automate data import on change event from agency ERP.

3.19. IBM Cognos Analytics
• Feature/Setting: Data Sets REST API – Refresh or update datasets when new adoption actions occur.

3.20. QuickSight (AWS)
• Feature/Setting: QuickSight API – Trigger SPICE data set refresh via scheduled scripts or event-driven functions.

3.21. Slack (as Reporting Channel)
• Feature/Setting: Slack Incoming Webhooks – Push real-time summary cards to reporting channels for immediate attention.

3.22. Trello
• Feature/Setting: Trello API – Automate movement and creation of cards to mirror latest agency workflow statuses.

3.23. HubSpot
• Feature/Setting: CRM API – Push custom adoption data into dashboards via CRM pipeline update endpoints.

Benefits

4.1. All stakeholders gain immediate visibility into case progress, deadlines, and blockers.
4.2. Boosts compliance by logging, visualizing, and tracking data changes—eliminating manual error.
4.3. Facilitates data-driven decision-making for resource allocation and intervention.
4.4. Saves staff time otherwise spent generating or emailing manual reports.
4.5. Improves transparency for audits, internal reviews, and external reporting.
4.6. Enhances communication with visual, always-current updates.