Partner Characteristics
Shows partner counts by jurisdiction level, partner type, active status, and new versus continuing relationships.
Location
This panel appears on the following dashboards:
It sits in the Partners and Contacts group, beside the legacy Partnership and Coalition Characteristics (Legacy) panel.
Modules Included
Partners
Partner Reports
Filters
Applied Filters
Viewable records — Only partners the current user can see in the Partners list are included.
Reporting Year, Program Areas, Unit — Applied through the partner's reports. Unit means the report's Responsible Unit.
Non-Applicable Filters
Collaborators — Partners have no collaborators; record sharing grants replaced them. Filtering by collaborator shows the "filters unsupported" message.
Verified — Partners have no verification status field.
Interventions, Projects, Primary Curriculum, Session Date Range — Not applicable to partner records.
Calculations
PEARS retrieves all viewable partners matching the current dashboard filters.
Four charts are generated:
Partners by Jurisdiction — Each partner is placed by the jurisdiction level on its most recent report, so one partner contributes one bar.
Partners by Type — Partners grouped by partner type.
Active vs. Ended — A snapshot of how many partners are currently active (no end date) against how many have ended.
New vs. Continuing — A time series showing how the active roster was built year over year.
Additional Notes
A partner can report a different jurisdiction level each year. Placing each partner by its most recent report keeps the bars summing to the partner total rather than counting a partner once per level it has ever held.
Because the reporting-period, program-area, and unit filters reach a partner through its reports, a partner with no report at all drops out of every chart when one of those filters is applied.
The legacy panel's "Coalition Members by Sector" chart has no equivalent here — there is no sector-of-influence field on a partner.
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