Answer

ANVL structures reporting using:

A User → Group → Organization hierarchy
Flexible configuration to support mobile and cross-site workforces
Tags for advanced filtering and reporting
Multiple reporting tools for site-level and organization-level insights

Steps

1. Understand the ANVL Hierarchy

ANVL reporting is built on a flexible hierarchy that connects users, groups (sites), and the organization, supported by tags and multiple reporting tools. Understanding this structure ensures accurate filtering, clean roll-ups, and meaningful analytics across sites and regions. Power BI reporting requires a Power BI Pro license.

1. Users

Individual frontline workers and managers
Every user can be assigned a supervisor
Supervisors help group teams and support reporting

👉 Think: “Who did the work?”

2. Groups (Often Called Sites)

Groups usually represent a site, facility, or department
Every user must belong to at least one group
Groups control:
- What users can see
- What managers can review
- How reports are filtered

👉 Think: “Where did the work happen?”

3. Organization

All groups combined into a single ANVL environment
Enables roll-up reporting across sites and regions

👉 Think: “How is the organization performing overall?”

2. Understand Hierarchy Flexibility

Frontline work doesn’t always fit neatly into a single location or department.

ANVL’s structure can:

Mirror your Benchmark Gensuite structure, or
Support non-routine, mobile, or cross-site workforces

This flexibility maintains reporting accuracy even when work moves between locations.

3. Use Tags for Advanced Reporting

In addition to hierarchy, ANVL supports tags.

Tags can be applied to:

Users
Supervisors
Groups
Workflow Prompts*
Workflow Templates*

Tags allow you to:

Add custom structure without changing hierarchy
Filter reports more precisely
Power advanced Power BI and API reporting

4. Use the Manager Dashboard for Group-Level Reporting

The Manager Dashboard is designed for site and regional oversight.

Data is scoped to the selected Group
Switching Groups changes:
- Live Feed counts
- Metrics
- Visible workflows

👉 If numbers change when you switch groups — that’s expected.

5. Use Power BI for Organization-Level Reporting

For broader analysis, ANVL uses Power BI.

Power BI allows you to:

Combine data across all groups
Track trends over time
Compare sites or regions

What’s Included

7 standard Power BI report pages
- See Power BI specific articles for further details
Covers 80%+ of common customer reporting needs
Custom reports available if needed

Important: Viewing ANVL Power BI reports requires a Power BI Pro license.

6. Use APIs for Custom Analytics

Every ANVL subscription includes REST API access.

This is useful if:

You have an internal analytics team
You want to merge ANVL data with other systems
You prefer custom dashboards or tools beyond the ANVL hosted Power BI

How Reporting Tools Fit Together

Tool	Best For
Manager Dashboard	Site-level, day-to-day oversight
Power BI	Organization-wide trends & analysis
APIs	Custom analytics & integrations
Insights AI	AI-powered issue detection & recommendations