viewing individual report data in the action center

Modified on Wed, 16 Aug 2023 at 11:27 AM


TABLE OF CONTENTS


The Action Center is designed to connect you to the items in your Impact Suite that need your immediate attention. 


Navigate between actions you've been given permission to access by using this drop-down menu:


The Basics

  1. On the left, in your Mission Control, click Action Center. (You will also be able to see how many items are waiting for your review.)

  2. When the Action Center opens, use the Go to drop-down menu and select View Individual Report Data.
  3. New reports will be highlighted with the "new" icon.

  4. Click on the graph icon to open the report in a new tab.

  5. To make edits to a report, click on the Edit button.

  6. If other staff have edited details on the report, you'll see their details here.

  7. Once you've viewed or edited data, you can return to the Action Center by toggling to the original tab. 
    Note: the number of pending items will update once you click the Refresh Table link.

Other Options

  1. Return to your Mission Control by clicking Back.

  2. Click Access All Report Data to go to the report data management screen.

  3. Filter the reports you see by clicking the Filter Results by Date link.

  4. Navigate pages of reports using the Previous Page and Next Page links.

  5. Search tables using the Filter by Name field.

  6. Access the Completion Tracker with this link.

  7. View or Export Data here. 

Managing Your Action Center from Individual Data Viewing Pages

You will also be able to manage which reports appear, reappear, or are starred in your Action Center from your reporters' individual data viewing pages. 


  1. From the Action Center, click on the graph icon to open the report's individual data viewing page in a new tab.
  2. By clicking this icon, your Impact Suite will mark the report as read the next time you view and refresh your Action Center.

  3. On the individual data viewing page, you can make updates to the status of the report in your Action Center by clicking Update My Action Center.
  4. This will open a window that will allow you to perform the following actions:

Restoring Removed Reports to the Action Center

If you have previously removed the report from your Action Center and want to restore it, follow these steps: 

  1. Open the individual data viewing page for the report and click Update My Action Center.
  2. A window will open. Choose the best option and click Submit to restore the report to the Action Center:

Using the Select action Drop-down Menu

Within your Action Center, you'll have control over which reports remain in your Action Center:


  1. When the Action Center opens, use the Go to drop-down menu and select View Individual Report Data.
     
  2. Then use the Select action drop-down menu to perform the following actions:


Starring and Sorting Reports

Within your Action Center, you'll have the ability to highlight reports using stars and then organize them using this feature.


  1. When the Action Center opens, use the Go to drop-down menu and select View Individual Report Data.

  2. You can organize and sort reports using the function arrow found here to sort and filter the reports you see in your Action Center:

Staff Permissions

In order to access the Action Center, you'll need to turn it on in each applicable Staff Role. 


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

  2. On the right, click Manage staff roles.

  3. Find the role you would like to change and click the Edit link.

  4. When the window opens, you can turn on permissions to View Individual Report Data here:
  5. To save your changes, scroll to the bottom of the window and click Update.



Video Resource: Quick Review




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