Enhanced Reports


In addition to the reports and analytics currently offered, MentorCity is offering enhanced reporting capabilities to help you sort through your program data effectively: 

  • Advanced Filtering Capabilities to Produce Custom Member Reports
  • Distinct Reports for Surveys and Program Evaluations
  • Notes and Messages from Mentors and Mentees Captured in Relationships Reports
Available Reports 

MentorCity offers 6 prepared reports on the platform:

  • Members Report
  • Relationships Report
  • Meetings Report for Relationships
  • Meetings Report for Members
  • Program Evaluation Report
  • Survey Report

The above-mentioned reports can be generated from the administrator dashboard under the Reports section.

image-1655133173562.png

Click the desired report to generate it. The report will appear at the bottom of the page in a CSV format, OR will be email to the program administrator if the report is too large.

image-1668545010540.png


Advanced Filtering Capabilities to Generate Custom Reports

MentorCity offers custom reports for program administrators. This allows program administrators to focus on data that matters most to them.

To generate a custom report, follow these steps:

1.0 Click the “Admin” tab on the left-hand side of the platform to access your administrator's dashboard.

image-1668018520616.png

1.1 Click on Members in the center of the page. 

image-1668545148814.png

1.2 Click "Custom Report" to select the data to be generated in the report.

image-1655134353259.png

1.3 Select all fields that you want to report on. 

image-1655134421323.png

1.3.1 You can all also choose "Select All" if you want to see all data for all fields.

image-1655134450962.png

1.4 Click Save.

image-1655134478350.png

1.5 The report will automatically be generated at the bottom of the page. If the report is very large, it will be emailed to you. 

image-1655134510689.png

Advanced Report Filters

To further narrow down the report data, you can use some filters before generating a custom reports. For instance, if you want a custom report that only displays information pertaining to mentors instead of all users. 

1.6 From the members page, use the filters at the top of the page. There are 3 filters provided:

        • Role
        • Custom field
        • Options (related to options listed in your custom fields)

image-1655138839988.png

1.6.1 Advanced filters are also available, which allows you to filter by:

              • Industries
              • Job Functions
              • Profile Completeness Less Than
              • Created on Greater Than
              • Is Active

image-1655138910275.png

Note: Use all or some of the filters, you do not need to use them all. In this example, we will narrow down the results to the role of mentor, with baseball as their favorite sport, and that have a Profile Completeness Less Than 80%.

1.7 Once you have made your choice of filters, you can click  Search, or, you can save this filter for future searches by clicking Save Search Filter.

image-1655144254128.png

1.7.1 Give the saved filter a title and click Save Filter

image-1655144319703.png

1.7.2 The saved filter now appears under "Recent Searches" for future searches.

image-1655144383452.png

1.8 Once you click Search, you will see the narrowed down results. In this example, we only have 1 mentor that matches the search criteria entered. 

image-1655144448022.png

1.9 From the narrowed down results, you can now issue a custom report.  

image-1655144601807.png

image-1655144622040.png


Distinct Reports for Surveys and Evaluations

MentorCity offers individual reports to present surveys and evaluations responses. Surveys and evaluations responses were previously contained in the Members Report, which contains a variety of other information. 

Access the Survey and Evaluation Reports

1.0 Click the “Admin” tab on the left-hand side of the platform to access your administrators dashboard.

image-1668018530632.png

1.1 Click "Program Evaluation Report" or "Survey Report" to generate the report. They are located under the "Reports" section on the right-hand side of the administrator dashboard.

image-1668545756134.png

1.2 Once the report has been generated, it will appear at the bottom of the page in a CSV format. If the report is too large, it will be emailed to the program administrator.

image-1668545802359.png

Another way to retrieve survey and evaluation responses on reports is by using the custom reports feature.

1.3 From the "Members" Section, click "Custom Report".

1.4 Select "Program Evaluation" and "Surveys" along with other fields you wish to display on the report.

image-1655149467529.png

1.5 Click Save

image-1655149498099.png


Mentors/Mentee's Notes and Messages Captured in Reports

For programs that have access to view mentors and mentees' messages and notes, these will now be captured in reports.

Note: A request must be sent to support@mentoringcanada.ca to gain access to view notes and messages. The default setting for all new programs joining the virtual mentoring platform is to disable this access.

To view mentors and mentees' notes and message in reports, follow these steps:

1.0 Click the “Admin” tab on the left-hand side of the platform to access your administrator dashboard.

image-1668018534853.png

1.1 Click "Generate Relationships Report" on the right-hand side under the "Reports" section. 

image-1668545999610.png

1.2 The report will appear at the bottom of the screen in a CSV file once it is ready to open. If the report is too large, it will be emailed to the program administrator. Click to open.

image-1668546081498.png

1.3 Messages appear in column AH and notes in columns AI and AJ.

image-1655149124107.png


Training Video