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 
• View Saved Reports
• Available Reports 

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Engage Reports 

1. From the Engage home page, select Engage Reports under Reports.
2. Click an available report to run it. 
3. On the report page, you can click Add Chart to display one. 
4. To print the report, click the drop down and select Export.
5.  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.

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