How to use Reports... 3 How to generate a Report... 4 How to perform a Batch VEVO Search...11 How to Save a Report Template...19

Transcription

1 REPORTS

2 Table of Contents How to use... 3 How to generate a Report... 4 How to perform a Batch VEVO Search...11 How to Save a Report Template...19 Examples...23 How to generate a Report on clients engaged during a specific time period...24 How to generate a Report that shows the most recent Summary Note entries for all clients...31

3 How to use Page 3

4 How to generate a Report Migration Manager's Report Creator allows you to create user designed reports covering nearly any field / piece of data recorded in Migration Manager. The reports interface enables you to set a multitude of parameters to display the data you require.the following article sets out how to create a report that gives the user a list of all of the firm's Subclass 820 matters, who the RMA on the matter is and the basic passport details. 1. Click the button First, click the Report button in the Main Toolbar. The Report creator window will now open. Page 4

5 2. Set the Default fields Using the Report Creator window, you now need set the paramaters on which you want to generate a report. First take note of the parameters which are set by default as these will affect the results. Any item which is ticked will include a column in your report showing the associated information. 3. Set the fields to report on Now select the data that you wish to report on by adding those data fields as columns to your report First choose the Category of field you wish to include in your report Select the relevant field from the category From column 2, choose the field that you want to set as a column in your report. Page 5

6 Tip - Some categories have a lot fields available to report on. Use the Search bar to narrow down the options Set any required Filter For each field, you can also set a number of different filters to those search fields so as to narrow the results which are returned. If you set a filter it will limit what is shown in accordance with the filter. Furthermore the available filters are different depending on which Field you have selected. If you do not want to filter this field, but rather just report on it, leave the filter blank. Example: In this example we can see that the report will be limited to providing data where a matter is listed as applying for a Subclass 820 Visa. To do this first select the filter to apply to the field - in this case the best option is 'Contains'; Page 6

7 3.4. Set the value of the filter Now set the value you want the filter to filter by. In this case 820 is typed in so that the field will be filtered to show only matters where the visa type contains the value Click 'Add Column' To add the row to the report, click the 'Add Column' button. The row will now appear in the grid below. Page 7

8 3.6. Continue adding columns to report on Tip - if you want to modify a column which has been added to a report, right click the relevant row in the grid and select an option from the context menu. For example if you want to edit the filter, 1. choose the 'Edit' option; 2. then update the filter information in the edit window; 3. click OK to edit the filter for the selected column. Page 8

9 4. Click Process When you are ready to generate your report, click 'Process'. 5. Review the Report Results Once you have clicked 'Process', the Results window will appear with a list of matters and/or applicants which meet the search criteria. Page 9

10 Tip - If you want to view the file of a particular entry, click the 'View Client' button. It is recommended that you save a copy your Report template for future repeated use. To do this, click the Save button and follow the prompt. Page 10

11 How to perform a Batch VEVO Search The Batch VEVO Search function enables you to perform a VEVO Visa Entitlements search for multiple individuals across multiple matters in the one process. The following article sets out how to perform a Batch VEVO Search Important: Your ImmiAccount must have VEVO search enabled in order for this function to work. If you do not have VEVO search enabled you need to contact the Department of Immigration to have this feature made available on your ImmiAccount. The Batch VEVO search function is operated via the window. You use the reports function to generate a list of all of the people that you want to perform a Batch VEVO search on. For instructions on how to create a report, please see this article. Otherwise the following article shows an example of how to create a report and perform a VEVO search for all of your migrants who are applying for a Subclass 457 Visa. 1. Click the button The Report creator window will now open. Page 11

12 2. Create the Report Using the Report Creator window, set the paramaters on which you want to generate a report. As a minimum you should include fields for the migrant's Surname, Given Names, Date of Birth, Passport Number and Passport Country of Issue. In this example the report has been set to include the recommended information plus modified to filter the result to just show the firm's Subclass 820 matters along with details on who the RMA is each matter. Page 12

13 Tip - It is recommended that you save a copy your Report Creator for future repeated use. To do this, click the Save button and follow the prompt. Page 13

14 3. Click Process When you are ready to generate your report, click 'Process'. 4. Review the Report Results Once you have clicked 'Process', the Results window will appear with a list of matters and/or applicants which meet the search criteria. 5. Enable the Batch VEVO mode To activate Batch VEVO mode, drag the slider to the 'ON' position. Page 14

15 6. Take note of any issues In order for the VEVO search to be able to be performed on a given person, they must have the requisite bio and passport data available and shown in the report. If the report does not show sufficient details, a pop up will appear notifying you of how many files do not have sufficient details. At this point you can either carry forward with the search, which will exclude the individuals with insufficent information, or you select the deficient matter and edit the details the file details by clicking the 'View Client' button. Page 15

16 7. Click 'Perform VEVO Searches' 8. Login to your ImmiAccount 9. The Search Process Migration Manager will now proceed to logon to your ImmiAccount and perform a VEVO search for each of the individuals in your report for whom their is sufficient details. You will see a progress bar across the bottom of the window indicating how the search is progressing. Page 16

17 Note - the speed of the search will be affected by the speed of your internet connection and how efficient the Department of Immigration's VEVO search system is operating at the time of the search. Page 17

18 10. The Search Results When the search has completed, a window will appear with details of the search results and a summary of the results. The results grid also includes a colour coded response to show you what has happened: Green - Successful. The search was successful and the results obtained from VEVO show that no information indicating that circumstances are different to what has previously been recorded in Migration Manager; Yellow - Variation Detected. The search was able to find a match for the person in VEVO, but the results that were returned are different to the information either currently stored in the Visas table or that were captured during a previous VEVO Search; Red - Unsuccessful. The search was unable to find this person in VEVO or there was an error with their results. Blank - No search was performed for this person. Insufficient information to perform a search. Page 18

19 How to Save a Report Template Migration Manager's Report Creator allows you to create user designed reports coverning nearly any field / piece of data recorded in Migration Manager. The reports interface enables you to set a multitude of parameters to display the data you require. However once you create a report you may want to also save it as a template so that you can re-run the report in the future. The following article sets out how to save a Report Template 1. Click the button The Report creator window will now open. Page 19

20 2. Create the Report Using the Report Creator window, set the paramaters on which you want to generate a report. The example below will include fields for the migrant's Surname, Given Names, Date of Birth, Passport Number and Passport Country of Issue, plus modified to filter the result to just show the firm's Subclass 820 matters along with details on who the RMA is each matter. 3. Click Save To save a copy your Report Creator for future repeated use, click the Save button and follow the prompt. Page 20

21 4. Give the Report a Title Give the Report Template a Title so that you can find it easily in the future. Click OK. 5. Add a Description You can use the Description field to provide some additional details about the report to help you find it in the future. Page 21

22 6. Saved The Report Template will now be saved in the Saved Templates tab of the window. To use this Report Template again in the future, just select the report and click 'Build Report'. Page 22

23 Examples Page 23

24 How to generate a Report on clients engaged during a specific time period Migration Manager's Report Creator allows you to create user designed reports covering nearly any field / piece of data recorded in Migration Manager. The reports interface enables you to set a multitude of parameters to display the data you require. The following article sets out how to create a report that gives the user a list of all of the firm's clients engaged during a particular time period. NOTE: There is video example at the end of this page. 1. Click the button First, click the Report button in the Main Toolbar. The Report creator window will now open. Page 24

25 2. Set the Default fields Using the Report Creator window, you now need set the paramaters on which you want to generate a report. First take note of the parameters which are set by default as these will affect the results. Any item which is ticked will include a column in your report showing the associated information. 3. Set the fields to report on Now select the data that you wish to report on by adding those data fields as columns to your report. Page 25

26 3.1. First choose the Category of field you wish to include in your report Select the relevant field from the category From column 2, choose the field that you want to set as a column in your report. Tip - Some categories have a lot fields available to report on. Use the Search bar to narrow down the options Set any required Filter For each field, you can also set a number of different filters to those search fields so as to narrow the results which are returned. If you set a filter it will limit what is shown in accordance with the filter. Furthermore the available filters are different depending on which Field you have selected. If you do not want to filter this field, but rather just report on it, leave the filter blank. Page 26

27 Example: In this example we can see that the report will be limited to providing data for files where the engagement of the firm has taken place after a date - so the filter is set to "Is After (Date)" Set the value of the filter Now set the value you want the filter to filter by. In this case a date is selected in so that the field will be filtered to show only matters where the engagement date was after the 1st of January Click 'Add Column' To add the row to the report, click the 'Add Column' button. The row will now appear in the grid below. Page 27

28 3.6. Continue adding columns to report on In this example, because the report is only to cover a set period of time, the user needs to add another parameter to the search setting an end date for what is covered. To do this, add another column with a filter set to "Is Before (date)" and add the end date of the search. 4. Click Process When you are ready to generate your report, click 'Process'. Page 28

29 5. Review the Report Results Once you have clicked Process the Results window will appear with a list of matters and/or applicants which meet the search criteria. Tip - If you want to view the file of a particular entry, click the 'View Client' button. It is recommended that you save a copy your Report template for future repeated use. To do this, click the Save button and follow the prompt. 6. Video Example Note: Click to open and view the video in a higher resolution. Page 29

30 Page 30

31 How to generate a Report that shows the most recent Summary Note entries for all clients Migration Manager's Report Creator allows you to create user designed reports covering nearly any field / piece of data recorded in Migration Manager. The reports interface enables you to set a multitude of parameters to display the data you require. The following article sets out how to create a report that gives the user a list of all of the firm's clients and what the most recent Summary Note entry for each matter was. NOTE: There is video example at the end of this page. 1. Click the button First, click the Report button in the Main Toolbar. The Report creator window will now open. Page 31

32 2. Set the Default fields Using the Report Creator window, you now need set the paramaters on which you want to generate a report. First take note of the parameters which are set by default as these will affect the results. Any item which is ticked will include a column in your report showing the associated information. 3. Set the fields to report on Now select the data that you wish to report on by adding those data fields as columns to your report. Page 32

33 3.1. First choose the Category of field you wish to include in your report Select the relevant field from the category From column 2, choose the field that you want to set as a column in your report. Tip - Some categories have a lot fields available to report on. Use the Search bar to narrow down the options Set any required Filter For each field, you can also set a number of different filters to those search fields so as to narrow the results which are returned. If you set a filter it will limit what is shown in accordance with the filter. Furthermore the available filters are different depending on which Field you have selected. If you do not want to filter this field, but rather just report on it, leave the filter blank. Page 33

34 Example: In this example we can see that the report will be limited to providing data for files where there is a Summary Note entry Set the value of the filter If you wanted the report to show a summary note which contained particular text, you could set the filter to 'contains' and then set the value of the filter to the word you were searching for Click 'Add Column' To add the row to the report, click the 'Add Column' button. The row will now appear in the grid below. Page 34

35 4. Click Process When you are ready to generate your report, click 'Process'. 5. Review the Report Results Once you have clicked Process the Results window will appear with a list of matters and/or applicants which meet the search criteria. Tip - If you want to view the file of a particular entry, click the 'View Client' button. It is recommended that you save a copy your Report template for future repeated use. To do this, click the Save button and follow the prompt. Page 35