❖ Heads up! This article is only intended for Advanced Program Managers. Advanced Program Managers are only available on Amplify sites.
We know just how important reporting is for your Programs! You can review and export reports about your Program's Opportunities and Users. You can access the reports available to you from the Reports area in your top menu bar. From there, you can export, favorite, and review your Program's reports.
Favoriting Reports
You can star, or favorite, the reports that specifically meet your reporting needs! These reports appear at the top in the Favorites area.
Click the star icon beside the report title you want to favorite. Unclick the star icon when you want to remove it from your favorites.
Exporting Reports
Reports can be exported to a .CSV when you need to share Program data in important meetings or for a big presentation.
Go to Reports.
Click the report title that you need to export.
Filter the reports as needed.
Click and Export button when finished.
For Opportunities reports, select the Opportunity you want to export data for with the Select Opportunity dropdown and click Go.
You also have the option to filter by date range in the Opportunity Metrics report.
For User reports, different selections are available depending on the report you're looking at.
Custom Registration Question Metrics: You can filter by date range on the Overview tab or select a custom question and date range on the Detail tab.
Qualification Status Review: You can select the Qualification and Status on the Detail tab.
User Groups Member Metrics: You can filter by date range on the Overview tab or select a User Group and Initiative on the Detail tab.
