Engage provides a number of pre-built reports that you can export with the click of a button. As a community administrator, you have access to pull these rich reports, pulling information directly from your Engage community in an exportable, comma delimited (CSV) format. Read below for listed details about available reports and their content. Additionally, attached you can find a printable version of this list that also includes highlights for the most commonly accessed reports and their applications (created for Connect 2019).
To access your reports, access the Admin view of your dashboard, select the Configure dropdown menu, and then select Reports. Select the "Choose Report" dropdown and select the report you would like to run. See the list of available reports and what information is included by clicking the report categories below:
Then, identify the criteria of information to include in your report. Use the filters provided for each report to further configure the type of report you are pulling. For example, depending on the type of report, you may also want to include demographic, enrollment, or additional fields in the report. Indicate if you'd like to receive notification when the report is ready to be accessed. Then, click Request Report.
Your report will now be listed on the main Downloads page, which you can access at the top of the page after you submit your report by clicking Downloads page. Your downloads page can also be accessed by going to your User Drawer and then clicking Downloads.
From your Downloads page, click on the download icon to the far right of the report. When your report has completed, the status will update to Report Ready within this table. If it's a larger report, it will have an "In Progress" status. These reports vary in size and complexity and may take several minutes to generate completely, but can be accessed at any time after the original report has been created. The data contained within the report, however, does not update every individual time the download is accessed. Instead, a new report must be generated to access new information entered into the system since the most recent version of the report was created.
Below you will find the name of each available report, a description, the fields included in the report, and the minimum level of Administrative Access needed to view that report. Note that All-Access Community Administrators have access to all reports. Limited Community Administrators will need to be given access to the resource involved in the report. For example, if a user needs to view a report that includes all organizations, they will need at least "Organizations View" access.
Organization By Category
Description: Select an Organization Category and the report will list all organizations and supporting data contained in the specified Category (can include Additional Fields if selected)
Report includes: Organization Category, Organization ID, Organization Name, Short Name, Status, Website, Email, Address, Phone, Parent Org, Approved Service Hours. Primary Contact, # of Current Members, # of Past Members, Primary Contact, Primary Contact Email and all appropriate Additional Fields
Minimum Permission Level Required to View: Organizations "View"
Organization By Interest
Description: Select an Organization Interest and the report will list all organizations and supporting data contained in the specified Interest (can include Additional Fields if selected)
Report includes: Organization Interest, Organization ID, Organization Name, Short Name, Organization Type, Status, Website, Email, Address, Phone, Parent Org, Approved Service Hours, Primary Contact, Primary Contact Email Address, # of Current Members, # of Past Members, and all organization profile Additional Fields
Minimum Permission Level Required to View: Organizations "View"
Organization Roster
Description: A list of all members for a specified organization during a specific date range
Report includes: Username, Card ID, First Name, Last Name, Campus Email, Preferred Email, Local/Mobile Phone, Org ID, Organization Name, Position Start Date, Position End Date, Last Login
Minimum Permission Level Required to View: Organizations "View"
Registration Progress
Description: A list of organizations with access to a specific registration and the progress of each organization’s submission
Report includes: Start and End date of chosen registration, Active status of the registration and if it is limited to positions, Organization ID, Organization Name, Organization Type, Organization Email, Status of Org’s submission (approved, pending, denied, in progress, not started), Primary Contact Name, and Primary Contact Email
Minimum Permission Level Required to View: Users "View" and Registration Forms "View"
Description: A complete list of all organizations (can include Additional Fields if selected)
Report includes: Organization ID, Organization Name, Short Name, Organization Type, Organization Status, Website, Website Key, Organization Email, Organization Address, Phone Number, Branch, Approved Service Hours, Current Member Count, Past Member Count, Primary Contact, Primary Contact Email, Primary Contact Phone Number, Organization Categories
Minimum Permission Level Required to View: Organizations "View"
Service Hours By User
Description: Select a user and the report will display information about service hours for that user across all groups (can include Additional Fields if selected)
Report includes: Organization name, Date, Duration (in hours), Description, Verification Source, and Status
Minimum Permission Level Required to View: Service Hours "View"
Services Hours By Organization
Description: Select an Organization and all service hour reports will display by all users in the organization
Report includes: Date, User Last Name, User First Name, Username, Duration, Description, Verification Source, Status. Email, Phone, Mobile Phone
Minimum Permission Level Required to View: Service Hours "View"
All Events
Description: A complete list of all events during a specified date range. Does not include submission data.
Report includes: Event ID, Start Date, End Date, End Time, Event Type, Event Title, Hosts, Submitting Organization, Submitter First Name, Submitter Last Name, Submitter Email, Submitter Phone, Submission Date, Status, Location, Description, #invited, #RSVP Yes, #RSVP No, #RSVP Maybe, #RSVP No Response, # Marked Attended, Process Form, Categories, Eligible for CCT, Event Access Code, and Event Additional Fields
Minimum Permission Level Required to View: Events "View"
Attendance by Event
Description: Select an Organization, date range, and then a specific event to export a complete list of who attended the event along with any comments
Report includes: Username, Card ID, First Name, Last Name, Campus Email, Preferred Email, Local Phone, Mobile Phone, Attendance Status, Marked On, Marked By, Comments, Reflection
Minimum Permission Level Required to View: Events "View"
Events By Organization
Description: Select an Organization and Date Range and the report will display all events by the organization within the specified Date Range
Report includes: Event ID, Start Date, Start Time, End Date, End Time, Event Title, Hosts, Submitting Organization, Submitter First Name, Submitter Last Name, Submitter Campus Email, Submitter Preferred Email, Submitter Local Phone, Submitter Mobile Phone, Submission Date, Status, Location, Description, # Invited, # RSVP Yes, # RSVP No, # RSVP Maybe, #RSVP No Response, # Marked Attended, # Absent, # Excused, # NA, Process Form, Categories, Eligible for CCT, Event Access Code, and Event Additional Fields
Minimum Permission Level Required to View: Events "View"
Events By Category
Description: Select an Event Category and the report will display all events by the organization within the specific Category
Report includes: Event ID, Start Date, Start Time, End Date, End Time, Event Type, Event Title, Organization, submitter First Name, Submitter Last Name, Submitter Campus Email, Submitter Preferred Email, Submitter Local Phone, Submitter Mobile Phone, Submissions Date, Status, Location, Description, # Invited, # RSVP Yes, # RSVP No, #RSVP Maybe, #RSVP No Response, #Marked Attended, # Marked Absent, # Excused, #NA, Process Form, Categories, Eligible for CCT, Event Access Code, and Event Additional Fields
Minimum Permission Level Required to View: Events "View"
Description: Lists all submission data for Event Approval requests matching the defined criteria. Select Event Form and Date Range. You will also see an option to either view multiple submission dates for the same event in one row of the report (Condense), or to expand every individual instance into its own row within the export (Expand).
Report includes: Submission ID, Linked to Event ID, Submitted On, Status, Approved On, Submitting Organization, Submitter First Name, Submitter Last Name, Submitter Email, Event Title, Theme, Host(s), Description, Event Image, First Instance Start Date, First Instance Start Time, First Instance End Date, First Instance End Time, First Instance Location, First Instance EventID, Additional Instance Information, Visibility, Categories, Perks, Allow anyone to self-report attendance, Who can RSVP, Maximum number of RSVP spots, Count guests, show remaining RSVP spots to public, Limit number of guests, Maximum number of guests allowed, Event Additional Fields, Event Submission Custom Fields
Minimum Permission Level Required to View: Events "View"
Involved Users
Description: Lists all users who hold a membership and/or position in the specified date range. Can select Active, Archived or All Students. Student personal reflections can also be included (can include Demographic, Contact, Enrollment and Campus Information Fields if selected)
Report includes: Organization ID, Organization Name, Organization Type, Organization Status, Position Name, Position Template, Position Start Date, Position End Date, Username, First Name, Preferred First Name, Middle Name, Last Name, Suffix, Hometown, Affiliation, Campus Email, Preferred Email, Card ID, SIS ID and Reflection
Minimum Permission Level Required to View: Users "View"
All Users
Description: A report of all users and their associated profile data. Can select Active, Archived and All students
Report includes: Username, First Name, Last Name, Campus Email, Preferred Email, Approved Service Hours, # of Active Memberships, Last Login, Affiliation, Card ID, Mobile Phone, Local Phone Country Code, Local Phone, Local Phone Extension, Local Street 1, Local Street 2, Local Street 3, Local City, Local State, Local Postal Code, Local Country, Home Phone Country Code, Home Phone, Home Phone Extension, Home Street 1, Home Street 2, Home Street 3, Home City, Home State, Home Postal Code, Home Country, Abroad Phone Country Code, Abroad Phone, Abroad Phone Extension, Abroad Street 1, Abroad Street 2, Abroad St. 3, Abroad City, Abroad State Province, Abroad Postal Code, Abroad Country
Minimum Permission Level Required to View: Users "View"
User Involvement
Description: Lists the involvement history of a specific user. Can select Active or Archived Student List.
Report includes: Organization Name, Position, Position Type, Start Date, and End Date.
Minimum Permission Level Required to View: Users "View"
Users by System Position Template
Description: Lists the users holding a campus-wide system position template during the selected time period. Select desired Position Template, Organization Category (or ALL), Current Members only, Start Date & End Date, and Active, Archived or all students. (can include Additional Fields if selected)
Report includes: Position Name, Position Type, Username, Card ID number, First Name, Last Name, Campus Email, Preferred Email, Local Phone, Mobile Phone, Organization ID, Organization Name, Organization Status, Start Date, End Date, Last Login
Minimum Permission Level Required to View: Users "View"
User Self-Reported Experiences
Description: Summary of All Self-Reported Experiences submitted via Experience Type. Select Experience Type(s), Status, Start Date, End Date, Users (all or specific user) and User Status (can include Demographic, Contact, Enrollment and Campus Information Fields if selected)
Report includes: Username, First Name, Last Name, Campus Email, Preferred Email, Swipe Card ID, Experience ID, Experience Type Name, Experience Name, Description, Date, Start Date, End Date, Hours, Organization Type, Organization ID, Organization Name, Reflection, Website, Contact Name, Contact Title, Contact Phone, Contact Email, Additional Field, Attached File Names, Status, Date Created, Last Modified, Approved by User Name, Approved by First Name, Approved by Last Name, Approved by Email, Approved Date
Minimum Permission Level Required to View: Users "View"
Users by Path Progress
Description: List all users who have participated in the Path, breakdown of completion progress, and individual Domain progress defined by the specific criteria. If specific Domains are not selected below, all Domains will be included in the report. Select Path, Domain, User Status, Completion Display as Percentage or Ratio (can include Demographic, Contact, Enrollment and Campus Information Fields if selected)
Report Includes: Username, First Name, Last Name, Campus Email, Preferred Email, Required Items Complete, Required Items Incomplete, Required Optional Items Complete, Required Optional Items Incomplete, Total Required Items Complete, Total Required Item Incomplete, Total Optional Complete, Total Optional Incomplete, breakdown of Domain completion if ALL domains are selected
Minimum Permission Level Required to View: Users "View" and Paths "View"
Description: Lists all users who attended a certain number of events defined by the specified criteria. Select Any or All condition met, and then Add Criteria (Criteria includes: Participant attended X events where Event Name, Event Category, Sponsoring Organization, Organization Type were <campus option>.) Select date range•
Report includes: Username, First Name, Preferred First Name, Middle Name, Last Name, Suffix, Hometown, Affiliation, Campus Email, Preferred Email, Card ID, SIS ID, Mobile Phone, # Events Attended
Minimum Permission Level Required to View: Users "View", Events "View", and Organizations "View"
Financial Account List
Description: A list of all accounts and their balances in the system
Report includes: External ID, Account Name, Organization, Parent Account, Encumbered Funds, Available funds, Balance
Minimum Permission Level Required to View: Finance "View"
Financial Request List
Description: A list of all finance requests during the specified date range
Report includes: Request ID, Request #, Date Submitted, Date Approved, Stage Name, Request Type, Status, Requested By, Requester Email, Account, Requested Amount, Approved Amount, Approved By, Subject, complete Payee Name, complete Payee Address, Description, Comments on Approve/Deny, Category, Total of Attached Transactions, and all finance additional fields
Minimum Permission Level Required to View: Finance "View"
Financial Transaction List
Description: A list of all transactions for a specified organization during a specific date range
Report includes: Account Name, Account Description, Transaction Reference #, Date, Reconciled, Created By, complete Payee/Source, Originator Account Name, From Request - Account Name, From Request - Request ID#, From Request - Subject, From Request - complete Payee Name, From Request - complete Payee Address, Memo, Category, Type, Transaction Method, Amount, Ending Balance, and Available Balance After
Minimum Permission Level Required to View: Finance "View"