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The Envoy Global platform offers several ways for company users to analyze their data, including pre-built dashboards for a quick overview and custom reporting features for more detailed analysis. This data is available through the Analytics tile on the company's account home page.
The pre-built dashboards within the Analytics tile help companies evaluate their immigration population, manage cases, and analyze spending. They provide secure, on-demand access to centralized data, enabling organizations to better manage their immigration programs.
Each dashboard includes a comprehensive report that can be downloaded in XLSX, CSV, or PDF format by selecting the three-dot menu located next to the report.
Reports in this section refresh once daily, so updates to data may be slightly delayed.
Account actions dashboard
The actions dashboard provides company users with a detailed view of all action items required by the employee or company user for active casework. It is important for company users to stay on top of action items as the legal team may not be able to continue case preparation without this information. This report can be filtered to show applicable action items.
If there is a particular action item that you need support with, we recommend posting a message in the Communication Center so the legal team can advise.
If your reporting needs go beyond what is available in the pre-built dashboards, we recommend using the My Reports feature in the Analytics tile to build custom reporting.