Objective:

  • Learn about the Upcoming Activities insights report
  • Learn how to access and pull the report

As a super administrator you can pull an Upcoming activities report to keep track of upcoming activities in relation to your program. This data will help you access whether your program is on track and for planning purposes.



What is an Activity


Activities are defined mostly by the program that is being implemented using the portal. As a super administrator you can change the name to resonate with your organisations program on the portal. The chosen name will then appear as part of the insight report. 


Some examples of activities include:

  • Meal requests
  • Grants
  • Sessions
  • Check-in's
  • Events



How to set up the name of your activities report


  • Log into your platform as a super administrator
  • Click on settings from the left hand side navigation menu
  • Click on Appearance under usage and account
  • Under name of opportunities you can put down the relevant name preferred by your company



To view insight reports

  • Log into your platform as a super administrator
  • Click on insights from the left hand side navigation menu
  • Click on Upcoming Opportunities

                                                                    


How to pull the report


To pull an Upcoming Opportunities report as a super administrator, click on insights from the left hand side navigation menu, then click on Upcoming, you will need to fill in the fields so that you can limit the report to only show what you need to see.


Limiting options include:

  • Organisations
  • Activity type
  • Date range
  • Users with tag(s)



 The report can be downloaded as a CSV or Excel file for your perusal and records