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BIRT and Engage Reports Information Comparisons

Khrisna Murphy
  • Updated

Introduction:

This guide provides the BIRT Reports and it's Engage Report equivalent. While BIRT Reports access is dependent on your classification, the Engage Reports are only accessible by the three administrative roles: CIC, VIC, EM. Please view this guide for further information regarding How to: Generate Engage Reports.

 

BIRT and Engage Reports Equivalent

BIRT Notes   Engage Report Equivalent Access in Engage to run report/list
Chapter Leadership Report BIRT only      
Chapter Volunteer Roster Report     My Primary Chapter>Affiliated Contacts>filter by Active and check Position all users
Chapter Volunteer Rosters with Skills and Expertise BIRT only   -  
Client Information Report     Client Mentoring Requests by Status CIC only
Client Conversion Report BIRT only      
Clients Not Yet Contacted Report     Use Not Yet Assigned Engage Report and add filter Mark as Contacted is False  
Clients Not Yet Assigned Report     Client Mentoring Requests Not Yet Assigned  
Clients Not Yet Counseled Report     Client Mentoring Requests Not Yet Counseled  
Client Sessions Summary Report BIRT only   -  
COE Non Compliance Report BIRT only   -  
Individual Volunteer Performance Report BIRT only   -  
Dashboard Performance Report BIRT only   -  
Local Event Attendees Report     Chapter Events and Registrations EM only
Local Event Evaluations Detail Report     Chapter Event Evaluations EM only
Local Event Evaluations Summary Report BIRT only   -  
Local Workshops by Chapter BIRT only   -  
Local Workshops All Chapters Ranked Report BIRT only   -  
MIS Reports - National, District, and Chapter BIRT only   -  
MIS Reports by Region BIRT only   -  
Monthly MRE Report     Client Mentoring Requests by Status; add filter for date CIC only
National Clients Not Yet Counseled Aging Report BIRT only   -  
National Online Workshop Client Leads Report BIRT only   -  
NPS Survey Detail     Go to My Profile > Evaluations all users
NPS Survey Summary BIRT only   -  
Volunteer Performance Report BIRT only   -  

 

BIRT Report Access for Active Mentors

BIRT Report Level of Access
Chapter Leadership Report all chapters
Chapter Volunteer Roster Report chapter level
Chapter Volunteer Rosters with Skills and Expertise all chapters
Client Information Report chapter level
Client Conversion Report all chapters
Clients Not Yet Contacted Report chapter level
Clients Not Yet Assigned Report chapter level
Clients Not Yet Counseled Report chapter level
Client Sessions Summary Report chapter level
Client Sessions Summary Report by Email Based on the client address no restriction
COE Non Compliance Report chapter level
Individual Volunteer Performance Report individual
Dashboard Performance Report all chapters
Local Event Attendees Report chapter level*
Local Event Evaluations Detail Report chapter level*
Local Event Evaluations Summary Report chapter level*
Local Workshops by Chapter chapter level*
Local Workshops All Chapters Ranked Report shows all top 500 events
MIS Reports - National, District, and Chapter all chapters
MIS Reports by Region all chapters
Monthly MRE Report chapter-level
National Clients Not Yet Counseled Aging Report all chapters
National Online Workshop Client Leads Report chapter level
NPS Survey Detail Lead Mentor
NPS Survey Summary Lead Mentor
Volunteer Performance Report chapter level

 

Related Guides

Guide System Audience
How to: Generate Engage Reports Engage CIC, VIC, EM
How to Export Data from BIRT Reports BIRT all
Dashboard Performance Report BIRT all
Volunteer Engagement Survey Reports PWC all
Client Engagement Survey Results PWC all

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