There are a wide range of Reporting options available in II that should meet all of your needs.

Profile Reporting

You can run Exports of your Interpreter, Customer and Requestor database, as well as Interactions by simply navigating to the ‘Manage’ menu and selecting ‘Manage Contacts’, ‘Manage Customers’, ‘Manage Requestors’ or ‘Manage Interactions’ respectively and use the Export button.

Note that the ‘Manage Customers’ Export function contains several additional options including a full Export Customers, Addresses only, or Jobs and Invoices attached to respective Customers.

Similarly, under the ‘Manage Contacts’ Export there are a variety of options such as Export Employment Eligibilities, Export Availability etc.

For Profile Reporting you can also filter the grid/table, using the column headers, prior to reporting if you wish to only Export a subset of data, for example you may wish to Export Interpreters in a certain Region only.

Similarly, you can use the Search feature to build a subset of Profiles for Export purposes - Note that you can also Save such searches for efficient future reporting (Saved searches can be used in a variety of Reporting features, see below).

If you have filtered the grid or applied a Search criteria, be sure to check the box ‘...with current filters applied’ prior to Export.

User Management Reporting

Admins can run an Export of all users who have a User Management profile from the User Management page called User Role Report. The report includes username, email address, create date, created by as well as account status among other things. This report will export all users on the system and cannot be filtered by user type.

Reporting Dashboard

Navigate to the ‘Reports’ menu and select ‘Dashboard’, this will take you to a page with multiple tabs with predefined graphic and tabular reports. These reports are quite simple and self explanatory, for example you can view Daily Job statistics, Jobs per Customer, Language and Interpreter. Each report contains an Export button if you wish to access the raw data and/or Save the Reports for external purposes. Check out all of the tabs on the Dashboard to see what is available.

You can also specify an alternative date range and Re-run Reports.

You can also access Saved Searches from this page (in the top right hand corner next to your username) and selecting a will instantly update the reports as appropriate based on the Saved Search selection, for example, updating all reports based on a specific Customer or number of Customers as defined in a Saved Search.

Custom Exports

Navigate to the ‘Reports’ menu and select ‘Custom Exports’, this will take you to a page which will allow you to run some more specific reports. For example, Team Benchmarking will allow you to report on system users and account details as well as Job statistics relevant to the user. The Scheduler Performance report can also provide Job statistics for both Internal and Customer users.

Manage Jobs Reporting

Manage Jobs Reporting provides for extensive and flexible reporting on all Jobs within II and is the most robust reporting tool available:

Go to ‘Home’ and select ‘Manage Jobs’
Select the date range required using the Filter button - you can manually enter a date range or you can select one of the predefined date ranges or use the date range choosers and then Close the dialog

You can further refine the data in the grid/table by using any dropdown menus in the column headers or typing a value as appropriate, you can also use the Reset Columns button to add/remove columns from the grid
You can also refine the data by clicking the Filter button and then click Search at the very bottom of the window (see below on Saved searches for more details)
If you have filtered the data, make sure to tick the box ‘All jobs (with current filters applied)’

Click on the Export button at the bottom of the page - you can choose to export to Excel or CSV
You can then select the Attributes of Jobs that you wish to Export - a number are automatically preselected but you can switch these on/off and you can use the ‘All’ and ‘None’ buttons to make your own selection

If you choose ‘Include Financial Fields’ the system will calculate the Financials on the Job using the associated Rate Plans, regardless of whether the Jobs have yet been Financed, this means that the Export will take significantly longer to run

Manage Jobs Quick Links

When clicking the Export button on the Manage Jobs page there are also a number of predefined reports that you can avail of using the Quick Links tab on the Attributes box. It is worth testing out these reports to see if any meet your needs as it will save you time and effort in building your own report.

Saved Searches / Query Builder

Videos

How to Create and Manage Saved Searches

Use Saved Search to Filter Customers on Manage Jobs Grid

Saved Searches or Queries function as filters for the information on various parts of the system. By creating a set of search parameters and saving those parameters, they can be re-used multiple times.

There are a number of locations in II where you can access the Search feature, for example Manage Jobs, Reports, and the Scheduler, which will allow you to build a Search query and then save that query for future use, this will also add efficiency to your reporting.

The Saved Search is always created from the Manage Jobs page as follows:

On the Manage Jobs page, click the Filters clickable link and then click Search under the Custom Filters section on the side bar menu to open the Query Builder:

Creating a Simple Saved Search

Click on Add Condition to start building your query
Use the dropdown menu in the first box to select your first attribute
Use the dropdown menu in the second box to select an Operator, you can be more or less specific as required, for example, you may have a number of Customers that are Court related such as “New York Courts”, “Boston Courts” etc., if you wish to capture all of these Customers in your query you could select ‘Contain(s)’ as the Operator and “Courts” as the condition to be met, or if you wish to only select one specific Customer you could select ‘Equal(s)’ as the Operator and then type the specific Customer name
1. Note that the operations are different for different types of data. In the above example recently modified will be a date so the operations are date related.
You can continue to Add Condition to further build your query, for example you may wish to add Job Status, Language etc.
Once you have completed building the query, you can then provide a name for the query, ‘search name’, and click the Save button
To execute the query simply click on the Search button
Saved searches are then available in the Saved searches tab for future use anywhere that the Search feature is available

The Reports Dashboard has the option to use Saved Searches to filter information on any of the tabs on the dashboard. For example, you may want to see reporting information for a particular customer.

Saved Searches are available within the Scheduler to use as Job Filters or Interpreter Filters. If the saved search filters for interpreters, the search name is available in the Interpreter Filter dropdown. If the saved search filters customer-related information, the search name is available in the Customer Filter dropdown.

Saved Searches Enabled for Customers

When creating a Saved Search, there is an option to Enable for Customers. When enabled, the customer will see the Saved Search dropdown option on the customer portal Reports Dashboard. They can select any of the saved searches that have been enabled for customers.

Searches will never show another customer's data. If a saved search filters jobs for customer named Dell Seton, and a different customer clicked on that saved search, no data would show on their Reports dashboard.

As this might be confusing for customers, you might not want to name customer-enabled saved searches by specific customer names for privacy purposes (or do not share saved searches that are customer-specific).

Customer portal Saved Search dropdown

My Jobs

Go to ‘Home’ and select ‘My Jobs’.

This Export works exactly like Manage Jobs except that it provides a view of the Jobs created by the user logged in only. Also, this page does not have a Search feature but the grid/table can be filtered as per Manage Jobs.

Financial Reporting

A suite of Financial Reporting is also available for Jobs that have been Financed, i.e. added to an Invoice and/or a Payment.

Go to the ‘Accounts’ menu and select ‘Receivables’ or ‘Payables’ ( the Reporting options are same for both)
Click on the Invoices or Payments tab as applicable
Use the date fields to select the required date range
You can further refine the data in the grid/table by using any dropdown menus in the column headers or typing a value as appropriate, you can also use the Reset Columns button to add/remove columns from the grid
If you have filtered the data, make sure to tick the box ‘All invoices (with current filters applied)’
Use the Refresh button to select one of the following Reports:

Export Jobs - this is a Job level export which will provide an export of Job details, as well as Incidentals, duration and a status of the Job from an Invoice and Payment perspective, but does not include monetary financials
Export Invoices - this is an Invoice level export to include a full financial breakdown as well as a status of the Invoice and other basic details
Export Invoices Expanded - Standard - this is similar to Export Invoices however it also provides a breakdown of payable items on each Invoice as opposed to the Invoice-level only above
Export Invoices Expanded - Full Details - this is the same as Export Invoices Expanded - Standard with the addition of Job level details such as Customer, Client, Location, Consumer, Interpreter Assigned, Date/time, duration etc.
Export Customer Summary Report - this is an organizational level report, sorted by Customer, at Job level, which provides a full Financial Breakdown

You can run any of these Reports with a small sample of data in a matter of minutes to familiarise yourself with what they contain and how they can be useful to your Agency

Monitoring Reports/Exports

When a Report or any kind of Export is executed in II, the email address associated with the user account that executed the Export will receive an email when the Export is complete, to include a download link to the exported file. Therefore, it is not ordinarily necessary to monitor Exports and, providing that they are run regularly and for relatively short periods of time, they will usually complete within minutes; with the exception of Financial Reporting from Manage Jobs, as outlined above. If you do need to run a large or complex Export, it is recommended this is done at times when system usage is low such as overnight.

If an exceptionally large Export was executed, or you do not receive an email with the exported file, these can be monitored within the system:

Go to the ‘Admin’ menu and select ‘Import/Export’ and then select the Export tab
You will see a historical view of all Exports that have been run on your system as well as the details:
- ID - a unique system ID for the Export
- Description - the name/description of the Export
- Created by - the user account that triggered the Export
- Progress - this will provide a snapshot of the progress of the Export; the first number indicating the how many records have been processed and the last number being the total number of records that have to be processed - this, in conjunction with Start time, will provide a rough indication of how long the Export may take to run
- Status - finished indicates that the Export is complete and can be downloaded, started indicates that the Export is still in progress, failed indicates that the Export has failed for some reason
- Start time - the time that the Export started within the system
- Finish time - the time that the Export finished within the system
- Fail time - if the Export has failed for some reason, this will indicate the failed time
- Download URL - the Export can be downloaded from here if another user wishes to download/instead of accessing via email
- Task Action - if an Export has failed, you can Reset Task using this dropdown menu, it is recommended that you check email initially as there may be a specific error that has caused the Export to fail and you may have received an email to indicate the cause. Similarly, if an Export has a status of started but is no longer progressing, you may need to Mark task as failed and re-run the report, see above on large Exports and system resources. If there are a number of Exports stuck in a started status and you receive an async task error message, these tasks will need to be cleaned up (Mark task as failed); these will normally be cleaned up automatically and periodically by the server but may occasionally need to be done manually.

Please also see This Document, Interpreter Intelligence Reports, for more details on the various Reports available within II.

If you require any additional Reporting information, please contact support@interpreterintelligence.com

Search

Reporting