Reporter Management
Manage the people who will enter data into your Impact Suite; learn how to manage custom fields, permissions, and profile layouts.
Building your Reporter Profile
- Creating Panels, Sub-panels, Context Blocks, And Fields (Rev. Jan26)
- Manage Field Settings in Bulk
- Making Fields Mandatory When Archiving and Exiting Reporters
- Managing Quick Access and Mandatory to Dos
- Overlapping Program Years? (targeting Panels)
- Determining Total Surveys Completed or Missed
- Limiting Field Visibility by Admin Role
- Restricting the Overwrite of Profile Data Entered by Reporters
- Creating Context Blocks
- Anatomy of the Reporter Profile (and Standard Panels)
- Tracking Reporters' Real-time Age
- Creating and Managing Custom Fields
- Creating and Managing Fields
- Panel Visibility Settings (targeting Panels to Reporters)
- Reminder Alerts to Reporters (for Profile Fields)
- Updating Fields to Allow Reporters to See, Edit (and Lock)
- Opening and Closing Panels (by Default)
- The Profile Layout Manager
- Managing Standard Fields
Reporter Account Creation and Management
- Reporter Account Status & Survey Participation
- Archiving, Restoring And Deleting Reporters
- Enrolling Reporters One-by-one
- Why Can't I Archive My Reporter?
- Restoring (unarchiving) Reporters
- Updating Reporter Accounts Using Excel
- Enrolling Your Reporters Using Excel (abridged)
- Finding Archived Reporters
- Making Fields Required For The Reporter Enrollment Process
- Faq: Why Am I Getting An Import Error?
- Accessing the Reporter Manager
- Creating A Reporter Enrollment Template
- Sending Or Resending The Welcome E-mail To Reporters (password Setup)
Exporting Reporter Profile Data & Segments
Reporter Management
- Profile Field Review (triggerd By Type 1 Association Items)
- Type 1 Associations
- Understanding The Survey Completion Rates Panel
- Updating A Reporter's Profile Information
- Impersonating/logging In As One Of Your Reporters
- Reporter Associations (types 1 And 2)
- Reviewing Reporter And Group Identifier Assignments
- 'Show Dashboard' - Timesheet Dashboard For Reporters