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 |
|
- |
|
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