Navigating Reports for Account Management
- Meagan Prost
Cloud Knowledge Base Home / Client Engagement / Account Management / MyAPP Employer Portal / Navigating Reports for Account Management
Gain a competitive edge by effortlessly staying informed about upcoming contract renewals, identifying lucrative upsell and cross-sell opportunities, and enhancing overall client engagement through comprehensive reports accessible at your fingertips.
Maximize client relationships and drive revenue growth with timely insights and strategic actions powered by our intuitive reporting tools.
In this guide, we’ll review:
Accessing the reporting module
When you initiate your utilization of EAP Expert Cloud, your system will come equipped with up to 200 standard reports, ready for your use or customization to extract the data you require precisely.
Navigate to Insights on the left-hand menu
Select Reports
Reports can be conveniently searched by keywords using the text to-search box in the upper right-hand corner of the 'Report' module
Additionally, reports can be sorted based on any of the following column headings:
Report Name: Based on the report's name, you can sort ascending or descending. To sort alphabetically, click on the column heading.
Category: This indicates the classification or grouping of reports. Utilize the filter icon on the column heading to narrow down and extract specific categories of information.
Data Type: This denotes the data source within EAP Expert Cloud. Use the filter icon on the column heading to specify and retrieve particular data subsets.
Parameters Object Type: This is the set of criteria or variables that can be customized or adjusted to tailor the report's output according to specific needs or preferences.
Description: This summarizes or explains each report's content and purpose. This column heading allows you to quickly sort and organize reports based on the descriptions, facilitating more straightforward navigation and identification of the desired report.
Created On: This field displays the creation date of the report.
Modified On: This field indicates the date the report was last updated.
To run an existing report, click on the correct row from the search result list
Enter report parameters, if applicable, to specify the desired level of information to include.
Click the Preview button to run and preview the report
Use one of the buttons to export or share the report outside of EAP Expert Cloud:
Print: Use this button to send the full report to a physical printer or save it as a PDF in the desired location.
Print Page: Utilize this button to print a selected page from the report.
Export To: Select from various file formats to export your data.
Click the Close button to exit the report and return to the Report Module
Overview of popular reports
Popular Account Management Reports | Purpose | EAP Expert Cloud Report Name | EAP Expert Cloud Data Type |
|---|---|---|---|
Renewal Forecast | View upcoming contract end dates and assess the likelihood of client retention. | Organization Listing by Current Contract End Date and Account Manager | Organization/Group |
Upsell and Cross-Sell Opportunities | Identifies opportunities for expanding services or introducing additional offerings to existing clients. | Marketing Pipeline Report | Marketing Product |
Client Satisfaction and Feedback | Gathers insights into client satisfaction through feedback and surveys. | Please refer to the Satisfaction Survey and Feedback Modules to extract client data. | N/A |
Usage and Engagement | Analyzes how clients are utilizing EAP services and their level of engagement. | Kindly consult the Utilization Report Module to view usage. | N/A |
Issue Resolution | Measures the effectiveness and timeliness of issue resolution. | Feedbacks by OrganizationGroup | Feedback |
Note: Reports can be tailored to your preferences, allowing you to include or exclude specific data and adjust the presentation style. This customization extends from the information displayed to aspects such as incorporating your company’s brand colors and fonts and arranging the sequence of information.
Click here for further guidance on enhancing report customization. If you need additional assistance with your reporting requirements, consider contacting your system administrator(s).
Utilizing module search and export functionality
Each module has searchable fields, enabling you to swiftly find specific data within EAP Expert Cloud without generating a full report. Furthermore, results can be seamlessly exported into various file types for further data manipulation and analysis.
Let’s review a standard search:
Navigate to the Organization/Groups Module
Use one or more available fields in the search screen to populate the information you are seeking
For instance, you can locate your name within the 'Account/Program Manager' field, ensuring the 'Active' checkbox is selected to display only accounts you are assigned to with an active contract in your company.
Enhance your results by adding more criteria and clicking Search, or start fresh using the Clear Search button
To export the search results, select a row and click the Export button to access the 'Export To' file options
Note: While you can select individual line items, the Export feature, when activated, exports all data included in the search result list.
Ensure to save your exported data securely
Clear your search or exit the module once you've finished
Troubleshooting Information
Listed below are some tips to assist with using the Reports module:
Check Your Permissions: Ensure you have the necessary permissions to access and run reports. Sometimes, access rights can affect your ability to view or generate reports.
Verify Report Parameters: Double-check the parameters you've set for the report. Ensure they are accurate and aligned with the data you want to retrieve. Incorrect parameters can lead to empty or inaccurate reports.
Review Printer Settings: Check your printer settings if you have trouble printing reports. Ensure that the correct printer is selected without printer connection issues.
If you've tried the above troubleshooting steps and are still experiencing issues, don't hesitate to contact your system administrator(s).
