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How do I use ANVL Power BI template reports?

ANVL includes a set of pre-built Power BI reports that help administrators, EHS leaders, and managers analyze frontline activity across sites, teams, and programs.

Written by Jake Landgraf
Updated yesterday


Answer

ANVL includes a set of pre-built Power BI template reports that help leaders and administrators analyze frontline activity across sites, teams, and programs.

These reports are best used for questions like:

  • how performance is trending over time

  • what happened this week

  • where escalations or findings are coming from

  • what users are saying in open text

  • how sites compare across the organization

  • where to focus coaching or follow-up

To access ANVL Power BI reports, the user needs:

  • a Power BI Pro license

  • access enabled by their organization

  • a link to the ANVL Power BI workspace, often available from the Analytics menu in ANVL Insights

If the reports are not visible, the user should contact their internal administrator.


Steps

  1. Open ANVL Insights.

  2. Go to the Analytics menu.

  3. Open the link to the ANVL Power BI workspace.

  4. Select the report page that matches the question you want to answer.

  5. Use Trending Metrics when you want to understand performance over time.

    • best for weekly, monthly, or quarterly trend review

    • useful for comparing sites, supervisors, or teams over time

  6. Use Weekly Summary when you want a snapshot of recent activity.

    • best for weekly check-ins

    • useful for completion counts, week-over-week change, and top-performing sites or users

  7. Use Escalations & Actions when you want to understand where issues are coming from.

    • best for analyzing stops, flags, interventions, concerns, and similar leading indicators

    • useful for identifying recurring issues and prioritizing follow-up

    • this reporting is driven by workflow and question tagging

  8. Use Open Text Analysis when you want to understand what users are actually writing.

    • best for finding keywords, themes, and emerging issues not captured in checklist responses

    • useful for searching words or phrases such as traffic, fire, or other common concerns

  9. Use Workflow Drilldown when you want detailed workflow-level analysis across multiple sites.

    • best for moving from summary metrics into individual workflow details

    • useful for comparing responses and performance across Groups

  10. Use Raw Data Export when you need a flat table of ANVL data for external analysis.

    • best for analysts or custom reporting needs

    • useful when exporting data to Excel or another reporting tool

  11. Use ANVL Scores when you want to understand where to focus attention.

    • includes Strength Score and other ANVL scoring views

    • useful for ranking sites, identifying lower-performing areas, and prioritizing coaching or intervention

  12. Use the report page that best matches the question you are trying to answer:

    • How are we trending?Trending Metrics

    • What happened this week?Weekly Summary

    • Where are issues coming from?Escalations & Actions

    • What are people saying?Open Text Analysis

    • Show me the detailsWorkflow Drilldown

    • I need raw dataRaw Data Export

    • Where should we focus?ANVL Scores

  13. If the needed insight is not covered by the standard reports, work with your internal team or ANVL contact to review custom reporting options.


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