How to: Generate Engage Reports

Audience: Volunteer Intake Coordinator, Client Intake Coordinator, Event Manager 

Introduction 

The Engage reports offer real-time reports and analytics and are highly customizable. The reports list records that you can display in rows and columns, and can be filtered, grouped, or displayed in a graphical chart. Users with access to the Engage reports also have the ability to save their customized reports in a folder that can be shared with others. This guide covers the steps on how to generate and customize a report in Engage.

Table of Contents: 

• Accessing Engage Reports 
• Customizing Engage Reports 
• Sample of Customized Reports
• View Saved Reports
• Available Reports 

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Engage Reports 

1) From the Engage home page, select Engage Reports under Reports. 

2) Click the Engage report you want to run.

Note: Engage reports are only available to you according to your position e.g. VIC, CIC and EM.

3) To print the report, click the drop down and select Export.

Note: Event reports have charts that you can toggle off and on.

4) Then, select your preferred format, then click Export. The report will then be downloaded to your local device. Open it to view and/or print as you would any other spreadsheet.

Customizing an Engage Report 

1. To save a copy of your report, click the drop-down arrow beside Edit and then select Save As. 
2. Enter a Report Name and click Save.                                                                                               
3. To customize your report, click Edit. 
   
4. The Reports Builder allows you to modify the report according to fields, filters, and reorder columns.  
   
   • (A) Update Preview Automatically to see the changes in the Preview Pane.  
   • (B) Search select fields to display on the Fields pane. 
   • (C) Click Filters to set the view, time frame, and other custom filters to limit the data shown on the report. 
   • (D) Click Save & Run if you want to save the report and then run to see all the selected results. 
5. Click Run or (Save and Run) to see all the selected results.

Sample of Custom Reports

Thanks to the efforts of our volunteers, we were able to build these examples from your contributions, suggestions, and feedback that you've sent to our Engage Team at engage@score.org.

Example 1 - View a Single Event

Audience: Event Managers

Steps:

1. Open any of the Event Journey Report
2. Follow the steps on Customizing Engage Reports
3. Select Filters
4. Add filter Events: Event Name
5. Then, click Save & Run on the top right.

Example 2 - Direct Request MRE only List View

Audience: Client Intake Coordinator

Steps:

1. Open any of the Client Mentoring Journey Report
2. Follow the steps on Customizing Engage Reports
3. Select Filters 
4. Add filter Direct Request
5. Direct Request value should be set to True and then click Apply. 
6. Then, click Save & Run on the top right.

Example 3 - Declined Requests

Audience: Client Intake Coordinator

Steps:

1. Open any of the Client Mentoring Journey Report
2. Follow the steps on Customizing Engage Reports
3. Under Columns, add column: Date Mentor Declined. The newly added column would be listed at the bottom of the columns list, click and drag it to move it to the top of the list (similar to the image below).
4. Next, select Filters (one of the two tabs on the top left).
   
5. Add Filter by Date Mentor Declined, Operator: equals, Type: Field with Value: Opened Date. Then click Apply to save the filters.
6. Then click Save & Run on the top right to generate this report with the added column and filter.

View Saved Reports

1. After accessing the Engage report from the homepage, you can view your saved reports by clicking Edit on the selected report. 
2. Then, select Close and the next page will show the saved reports page. Alternatively, while logged in to Engage, click this link to view your saved reports: Saved Reports URL

Available Reports in Engage 

Relevant Resources: 

• Engage Positions and Permissions
• SCORE Engage Product FAQ