Article: Coordinator Communications Report

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Coordinator Communications Report
Member Types:

The Coordinator Communications Report enables you to generate and export partner contact results based on selected filters. You can also use the list of filtered contacts to broadcast message your partners important information.

To Run the Coordinator Communications Report:

Step 1:

From your home screen, click the "Reporting" button to open the Reporting Dashboard.

Entity navbar highlighting Reporting button.

Step 2:

On the Reporting Dashboard, click "View All" and in the search, type "coordinator communication".

Click on the "Run Report " button.

Reporting dashboard highlighting the run button on the Coordinator Communications report.

Step 3:

Select the following filters to meet your needs:

  • Partners, start by typing the name of the partner entity you want to show.
  • Programs, narrow the results down further by Program.
  • Select the Partner Types, if you want to show Schools or Clinical Sites.

Click "Search" to view your results.

Skip the filters if you wish to see all Coordinators and click "Search".

Report filter fields highlighting submit button.

Step 4:

This report isn't immediate. It can take some time to load. The Processing Panel indicates the system's current progress. Please remain on the page until it reaches 100%.

Processing Panel example.

To Export Data from the Coordinator Communication Report:

Click "Export" to export the report to a CSV, and then click the "Download CSV" button.

Report results highlight Export button.

To Broadcast Email Directly from ACEMAPP

Step 1:

Select the partner you would like to email by clicking the box next to their name or select the top box in the heading row to select all.

Report results with coordinator checkboxes highlighted.

Step 2:

Click on the "Email Selected" button. Report results highlight the email selected button.

Step 3:

Follow the screen prompts to Compose and Send a message. Example of the email page highlighting the save button.

Broadcast Messaging is a feature that can be used to email multiple people using ACEMAPP.

Broadcast Messaging is a feature that can be used to email multiple people using ACEMAPP.

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