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Excerpt

UpRaise allows to pull up an aggregate report against different distributions of all templates. Once the review process is completed, users may want to pull out some aggregated data

& manipulate it further

. In such a case, aggregate reports help

you

to get all reviews by different reviewers on a single page.

How to navigate to aggregate reports page?

  • To navigate to any aggregate report, click on reports in administration section of UpRaise main menu.

  • Then click on aggregate reports option.

Image RemovedHow to create aggregate report?

Navigation

  • Click on Reports from left navigation >> Click on Forms - Aggregate report

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Generate aggregate report

On aggregate report page,

you need to select 2 basic attributes i.e template name & distribution name and click on apply button. However, when you want

there are some attributes like Template name & Distribution name, once these are applied click on Apply button.

However, when one wants to create a user-specific report

you

they can use

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In the image below you can see the report is generated by selecting a template and one of the distributions of that template. 

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Apart from this you can generate reports for a specific stake holder in the process by selecting individual/multiple user/s.

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In the below image you can see a report gerated for 2 reviewers. 

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Search by (select user type) and add user names in

user search field. You can also do bulk user search by clicking on the magnifier symbol. 

Select users field to select one or more users and then click on Apply. This generates a user specific report.

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Report by selected users

Below screenshot shows the report for selected users.

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Report by user type (Reviewer, Team member, HR admin)

Notice in the below image, report is generated with reviewer type. Since no user ise selected it shows report for all reviewers in the form. 

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In this way you can generate aggregated reports for different distributions of any template or against different users. 


On this page

Table of Contents

In this section

Reports - Admin guide
Child pages (Children Display)
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