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On this page
  • Agency Reports
  • Overview
  • Assumptions & Dependencies
  • Key Functions & Controls
  • Features
  • Reports Tab
  • Reports Sub-Tab Content
  • Resources
  1. Overview

Reports

PreviousDirect Selection & Retention (DSR)NextERP Integration

Last updated 6 years ago

Agency Reports

Overview

This feature allows UN agencies users to export data from the portal to an Excel format to perform analysis on the various features of the portal.

Assumptions & Dependencies

  • Vendor number for CSOs entered in portal.

Key Functions & Controls

Ability to select from a list of reports to run. Reports are the following: •Partner Profile • Partner Mapping • CFEI Management • Verification & Observations •CSO Contact Information

Ability to select a number of filters to run per report.

Ability to view report results in the portal.

Ability to export results of report to an Excel document.

Ability to restrict data in CFEI Management report to agency of the user.

Ability to restrict Verifications & Observations report to advanced editor and HQ editor.

Features

Reports Tab

Users can access reports through a new "Reports" tab on the main navigation drawer.

The following three main reports sub-tabs will be available on the top bar:

  • Partner Information

  • CFEI Management

  • Verification & Flagging

Reports Sub-Tab Content

Partner Information

This tab allows the user to access the following reports:

  • Partner Profile

  • Partner Mapping

  • CSO Contact Information

CFEI Management

This tab allows the user to access the following reports:

  • CFEI Management

  • CFEI Mapping

Verification & Flagging

This tab allows the user to access the following reports:

  • Verification & Observation

Resources

Prototype

Link to Reports Prototype:

https://invis.io/SEGYRYPQTGB#/289674801_Agency_-_Reports_01

Reports Overview