Engagement Report

This guide provides step-by-step instructions on how to create an engagement report using a specific form template. It also includes information on how to save and schedule the report, export the data, and delete saved reports.

Users must ensure that they have completed following listed actions:

1. Click on the Navigation menu on the top left-hand side of the page.

2. Click on Reports module.

3. Click on Engagement Report tab.

4. Click on the field adjacent to Form Template to Select form template.

5. Select a Form Template from the drop down list. We have selected Modern Slavery Questionnaire template in this training guide.

6. Select Form Submitted - Filter Type.

7. Click the Report Span field to select the time period for your report.

8. Click on Group field to chose the groups you are creating the report for. In this instance, we selected FY23 group

9. The Engagement Report will populate the data as illustrated below.

1. To save this report, click on the Save + Edit Report.

2. Enter the name of the report in the Title field.

3. Click the Owner Type field and select Organisation; this will allow other members of your organisation to access the templates.

4. Enter the name of your organisation in the Owner field (please note that Acme Co is entered as an example only).

5. To schedule this report to be emailed to you at a frequency of your choice, toggle on the Schedule Report toggle.

6. Select the Frequency.

7. Click Next Run to select a date from the pop up calendar.

8. Enter the email address(es) of the intended recipient(s) separated by comma.

9. Click Save to save the scheduled report.

1. To export the data presented on this page (manually), click on the Download button. The report will be emailed to your email address.

1. Select the report you want to delete by clicking on Saved Reports field and click on the relevant report.

2. To delete a report, click on the bin icon.