REACH > Reports
KEY TOPICS:
The REACH > Reports tab provides access to information and statistics that are compiled from GFE data. The Reports list is organized by topic, reflecting the REACH tab names: Sources, Activities, and Evaluations.
Example: For a compiled view of all recruiting contacts, export the Sources Contact List, which is accessed under Reports / Sources (shown below). You may customize the report display for each topic by selecting from provided options. Sample Reports are provided at the end of this chapter.
Determine Report Settings by Topic
Click the [Settings] icon in the topic header to choose options for the report display. Make selections from the following sub-menus:
- Filter By/Sort By (e.g., AAP Plan, Recruiter/ Source)
- For Selected Categories (e.g, Activity Type, Geographic Reach)
- Group By (e.g. Minorities, Veterans)
Click [Save].
View a Report
Click the View Report icon to the right of the report to open it in another window. If the report contains multiple pages, navigation tools will display at the top of the window. Please refer to the sample Reports at the end of this chapter.Export Reports
Under Report Settings:
- Select a date range to view reports by: In the Start Date field, enter two-digit month, two-digit day, and four-digit year. Then enter a later day for the End Date.
- Next, choose whether to View Reports in: PDF or HTML.
- Navigate to the Reports list, and check off one or more reports to include, or Select All Reports.
Move to the bottom of the page, and select options to Export Reports:
- A Single File
- Separate Files (Zip’d for download)
Select a File Type for Reports:
- Word
- Excel
- Rich Text
Click [Export Reports]. Then follow the prompts to open or save the file.