accessing the reporter manager

TABLE OF CONTENTS

• Accessing the Reporter Manager
• The Reporter Manager: Customize a View
• Viewing Reporters by Last Name 
• The Reporter Manager: Optional: Break Out By
• The Reporter Manager: Default and Saved Views

Accessing the Reporter Manager

1. On the left, in your Mission Control, select Reporters, Staff, & Sites.
   
   

2. On the right, select Manage reporter accounts.
   
   

3. When the page is displayed, you’ll see a roster of all of your currently-enrolled reporters.
   
   

4. Click the name of a reporter to access and modify their account settings.

The Reporter Manager: Customize a View

Customizing a View

1. On the left, in your Mission Control, select Reporters, Staff, & Sites.
   
   

2. On the right, select Manage reporter accounts.
   
   

3. At the top of the page, you’ll see a section called Customize a View.

4. Select this option to create a specific view of your reporters’ account settings.
   
   

   At the top of the table, select whether you’d like to only see one or both of the following groups:
   
   

   All currently-enrolled reporters

   You’ll also see options to further break-down this group by seeing:

   • Archivable reporters only
   • Deletable reporters only

     
     ***See the section on archiving, restoring and deleting reporters for details.

     
     All archived reporters with data
     
     
5. Click the Column Selection link to determine which columns you’d like to see. Current options include:
   
   Standard Account Panels
    
   - Name & Contact Details
   - E-mail Address
   - First Name
   - Last Name
   - Mobile Device Carrier
   - Mobile Device Number
   - Password
   - Enrollment Status
   - Enrollment Date
   
   - Site Assignments
   
   - Time Sheet Settings
   
   - Associations
   - Type 1 Association Assignments
   - Type 2 Association Assignments
   - Type 3 Association Assignments
   
   Your Custom Panels
    
   - Name & Contact Details
   - Any Custom Fields Added to this Panel
   
   - Any Custom Panels
   - Any Custom Fields Added to this Panel
   
   
6. Click the Optional: Break Out By link to have the table sort reporters by:
   
   - Site Assignment
   
   

7. To save this view for easy access later on in the “Default and Saved Views” section, please enter a name for it in the text field at the bottom of this box.
   
   

8. Click View to display the table and to (if applicable) save the view.

   
   

Viewing Reporters by Last Name 

Above the table that displays your reporters’ names, you’ll see letters of the alphabet.

To display reporters whose last name begins with a specific letter, select the relevant letter.

To reset the view to display all volunteers, select the “All” link to the right of the letters.

The Reporter Manager: Optional: Break Out By

1. On the left, in your Mission Control, select Reporters, Staff, & Sites
   
   
2. On the right, select Manage reporter accounts.
   
   
3. Select Customize a View.
   
   
4. Click the Optional: Break Out By link.
   
   
5. From here you can create break outs based on Site Assignment or Association & Beneficiary Group Assignment.
   
   
6. You can also save your view to be recalled later in the Default and Saved Views section at the top of this page.

The Reporter Manager: Default and Saved Views

Accessing Default and Saved Views

1. On the left, in your Mission Control, select Reporters, Staff, & Sites.
   
   

2. On the right, select Manage reporter accounts.
   
   

3. At the top of the page, you’ll see a section called Default and Saved Views. This section will contain a list of all of the customized views that you’ve created. You will not have access to the views that other staff members create.

4. The Default View displays the name and activation status of each of your currently-enrolled reporters.

   
   

   As a reminder, the“Activation” status only impacts organizations using the Data+(reporting & reflection) portion of the Impact Suite.  Only reporters marked as “Active” are eligible to complete reports.

IMPORTANT: Your Impact Suite's lead administrator has automatic access to all reporter accounts.

All other staff have access to all reporters who are not assigned to a site and all reporters who are assigned to the same sites that the staff reporter at issue is assigned to.