Build a custom report using My Reports feature

The Envoy Global platform offers several ways for company users to analyze their data including pre-built dashboards for a quick look at data as well as custom reporting features. This data is available from the Analytics tile on the home page of the company's account. 

The My Reports feature allows company users to build custom reports.  Once the report is built, it will live in the My Reports tab, automatically refreshed daily. Reports can be added, edited or removed any time. This feature is designed to provide users with the flexibility to build reports that support their specific immigration program allowing for robust reporting capabilities. 

To create a new custom report, follow the below steps: 

1. Go to the Analytics tile on the home page of your Envoy Global account.
2. Select the My Reports tab. 
3. Select Build Custom Report.

4. Begin by applying any applicable filters using the left menu. Once a measure is selected, then use the filter icon to choose the filter you want applied. Then, select Apply.

   As filters are added, they will appear at the top of the report so they can be referenced or adjusted later on.

5. Once filters are applied, then use the Search bar to select data fields. Then, click Go. Filters and data fields can be adjusted as needed. If a data field is added that has a corresponding date, we recommend adding in the format datafield_filter daily as shown in the example below. This will ensure that you have the ability to filter the data by date once the report is built.
6. We recommend editing the name of the report and then clicking Save before proceeding. A description can be added below the name of the report if applicable. As you make changes to the report, we recommend saving each time otherwise changes may be lost.
7. The report will live in your My Reports tab and will refresh daily, so updated data can be pulled at any time. 

Custom reporting templates

There are custom reports that we recommend starting off with and then adjustments can be made based on the companies particular need. We have provided templates to help you get started. 

If you do not see a template related to the custom report you are trying to build, we recommend contacting your Envoy Global Account Management team for support. 

Editing headers, formatting, and sorting

To edit the header of a column, simply click on the header and edit the text. To save the change, click off of the header and it will save automatically. Once a header is updated, it will reflect on the report moving forward, but it will not change the name of the corresponding data field. 

To rearrange columns, drag the column to the desired location. 

To sort a column on the report, click on the header and sort options will appear. For more complex filtering and sorting capabilities, we recommend downloading the report from three dots (edit option) to edit it using Excel or another program. 

Sharing custom reports

Reports built in this feature can be shared with any colleagues who have the following role type in the Envoy platform: Company Administrator, Division Administrator, or Analytics. To share a report, follow the below steps: 

1. Click the three dots at the top of the report and select Share. 
2. Enter the email address of the user you would like to share the report with. 
3. Select their editing permission Can View or Can Edit. 
4. Click Share.

They will receive an email notification that the report was shared with them. When they log into the Envoy Global platform, the report will appear under the My Reports tab.

Please note that users with Division Administrators access will only be able to data relevant to the divisions that they have access to.