Child pages (Children Display)pageReports - Admin guide

Excerpt

UpRaise allows you to create custom reports on employee demographics. The way you create different profile sections & attributes in UpRaise company directory, similarly you can create reports against those sections and attributes. Reports section is available only for admins and super admins.

Create a report

Click on reports in left navigation.
Click on create custom reports.

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The report is added the existing list of reports. Now click on the new report that you have just created.

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Clicking on add section opens up a new section as shown in the image below.
Add name & description of the section.
Then choose right option in all three fields.
- Users - All, active or inactive
- Profile attribute - Select an appropriate profile attribute on which you want to create a report.
- Chart type - Select a chart type either it should be a bar chart or pie chart.
Click on save once done with all the fields.

Add section

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Once saved, you will see a report based on the selected profile attribute. Here I have selected designation hence, the pie chart gives analyzed data on designations of all employees/users. Highlighted up & down arrows can be used to scroll further for entire list.

Edit section

To edit the existing section, click on action button at right top corner of the section.
Click on edit.

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Add required changes and click on save.

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Once saved, the edited section will show up.

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Delete section

To delete the existing section, click on action button at right top corner of the section.
Click on delete.

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System will ask you for confirmation, once confirmed the section will be deleted.

You can add as many as sections in each report to analyze data around different profile attributes.

Edit report

To edit a report navigate to any reports.
Select a report that you want to edit.
Click on edit option.

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This allows you to edit report name and description.
Once done with editing click on update.

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Delete report

To delete a report navigate to any reports.
Select a report that you want to delete.
Click on delete option.

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System asks you for confirmation, once confirmed report will be deleted.

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Background

UpRaise company directory is the place where you can effectively manage your user data. Company directory contains all your users along with all there employement details, personal details, profeessional details and what not. When you have such an extensive and important data in the system there could be a need of different reports to analyse that data to plan many things as an organisation. The custom reports functionality allows you to create such reports.

Only admins/supoer admins can access and generate these reports.

Below table details out the available fields in custom reports.

Fields	Type	Possible options in the field
Chart type	Single select	Bar chart Pie chart
Users	Single select	All users Active Inactive Deleted
Profile attribute	Single select	Shows attribute/s that are available in system.
Group by	Single select	Shows attributes that are there in the system
Stacking	Single select	Yes No

Chart configuration & expected output

Here are the possible variations of charts users can create with this configuration

Chart variation

Sample Configuration

Sample chart

Simple bar chart

Chart type : Bar chart
Users : All
Profile attribute : Country
Group by :
Status
title empty
Stacking:
Status
title Any value

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Bar chart with group-by-attribute

Chart type : Bar chart
Users: All
Profile attribute : Country
Group by: Team
Stacking: No

The same chart you see above is now grouped by team here. So it shows the dstribution of users in each courty by team. For eg. in Bolivia there are 450 users from HR team, 1000 users from QA team and so on.
In case if the value of group-by attribute is empty for any of the user, a separate group named ‘NA’ is shown for such users.

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Bar chart with group-by attribute & stacking enabled

Chart type : Bar chart
Users : All
Profile attribute: Country
Group by : Team
Stacking : Yes

Now below chart is grouped by team same as above but also we have selected stacking. So instead of side side by side bars, it shows stacked bar for each country that is grouped by team.

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Simple pie chart

Chart type : Pie chart
Users : All
Profile attribute: Country
Group by :
Status
title empty
Stacking :
Status
title Any value

Here, users can create a pie chart for the same attributes.

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Pie chart with group-by attribute

Chart type : Pie chart
Users : All
Profile attribute : Country
Group by : Team
Stacking :
Status
title Any value

This is a pie chart again but grouped by teams

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Create reports

Navigate to Reports from left navigation >> Click on Create custom reports
On Add report pop-up, add Report name and Description and click on Create
- Eg. Country wise employees
On reports page click on Country wise employees
Click on Add section
At this stage configure all the relevant feilds explained in above table based on what kind of report you are creating.
One can add multiple sections in one report.
- For eg. In report called Country wise employees, sections could be -
  - Grouped by teams
  - Grouped by Designation
  - Grouped by stay with us (employee tenure)
  - Grouped by Department

Create reports using Segments

UpRaise alllows to create user segments. These segments can be directly selected to create reports for the specific set of user in the segment.

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Edit / Delete reports or sections

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