Custom report template - Immigration spend

The My Reports feature allows company users to build custom reports that will be saved in this section for future reference. This feature is designed to provide users with the flexibility to build reports that support their specific immigration program allowing for robust reporting capabilities. 

If you are looking to build a custom report that includes all of your company's spend by employee in the Envoy Global platform, you can get started in My Reports by using the below template. Please note that Division Administrators will only be able to view employees that pertains to the divisions that they have access to. 

Only employees with an active Envoy Global account, will appear on this report. 

Immigration spend template

To build a spend report in My Reports, follow the below steps. We recommend using the data fields exactly as they appear in the template. 

1. Go to the Analytics tile from the company home page.
2. Click on the My Reports tab. 
3. Select Build Custom Report.
4. From the left menu, enter the below measures into the Find columns search bar. Select the measure checkbox, then click the filter icon to apply the correct filter. Then, select Apply.
   1. Transaction Date_Filter - Filter: 'Fixed', 'Between', enter desired date
   2. Billed To - Filter: Include 'Company' and/or 'Employee' Optional - This filter allows you to view spend based on charges delegated to the company and/or the employee.
5. Enter the following data fields exactly as they appear below into the top Search bar. Click on the data field to add it as a column to the report.

   1. Division Name

   2. Employee Account Number

   3. Employee Full Name

   4. Bill Case Number

   5. Fee Type

   6. Bill Case Type

   7. Charge Case Type

   8. Charge Description

   9. Invoice Number

   10. Transaction Date_Filter daily (once this data field is added, then type 'daily' next to it, to ensure you can filter it by date once the report is built)

   11. Billed To

   12. Spend Amount

6. Click Go.

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 Company Administrator, Division Administrator, or Analytics user roles. 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.