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:
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Accessing the Engage Reports
Who can access the Engage Reports?
Only volunteers with the following administrative positions are able to access the Engage Reports:
- Volunteer Intake Coordinator
- Client Intake Coordinator
- Event Manager
What Engage Reports are available?
View the image below to determine which reports are available to your admins (VIC, CIC, EM).
The Custom Reports page will only display information if you hold any of the Engage admin roles (VIC, CIC, EM).
How to access these 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
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To save a copy of your report, click the drop-down arrow beside Edit and then select Save As.
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Enter a Report Name and click Save.
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To customize your report, click Edit.
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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.
- Click Run or (Save and Run) to see all the selected results.
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- Check if the field can be added to your report by opening the Field tab on the left side. A field holds a specific piece of information, such as a text or value that you can add to the report.
- SCORE Engage allows you to filter reports by region by entering the region name in the report filters.
- SCORE Engage allows you to filter reports by topic by entering the topic name in the report filters. To filter by multiple topics you can enter each topic separated by a comma as illustrated below.
Sample of Customized 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:
- Open any of the Event Journey Report
- Follow the steps on Customizing Engage Reports
- Select Filters
- Add filter Events: Event Name
- 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:
- Open any of the Client Mentoring Journey Report
- Follow the steps on Customizing Engage Reports
- 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).
- Next, select Filters (one of the two tabs on the top left).
- Add Filter by Date Mentor Declined, Operator: equals, Type: Field with Value: Opened Date. Then click Apply to save the filters.
- Then click Save & Run on the top right to generate this report with the added column and filter.
View Your Custom Reports
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From the Engage homepage, select the Engage Reports link.
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Then, select My Custom Reports on the reports page.
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Select a folder on the left panel. You can also view All Reports to view and copy other reports (from other chapters).
Note: Alternatively, you can also bookmark this link to the Custom Reports page:
https://score.force.com/s/report/Report/Recent/Report/?queryScope=mru
Relevant Resources:
Comments
5 comments
Opened ticket on the UI - unable to save into a custom folder; custom folders are not visible in CIC UI; but there is this secret URL https://score.force.com/s/report/Report/Recent/Report/?queryScope=mru
Also, SHARE button does not work
Updated to link the sections correctly. No change on the text or content.
11/07/2022 - Updated sections and added new helpful hints to this guide.
12/05/2022 - Updated screenshots and info on Custom Report. Your saved/customized reports can now be accessed from a link that has been added to the reports page in Engage.
12/14/2022 - The link to the Custom report page has been added back to this guide.
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