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.

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 : empty Stacking: Any value	Open
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. Open
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. Open
Simple pie chart	Chart type : Pie chart Users : All Profile attribute: Country Group by : empty Stacking : Any value	Here, users can create a pie chart for the same attributes. Open
Pie chart with group-by attribute	Chart type : Pie chart Users : All Profile attribute : Country Group by : Team Stacking : Any value	This is a pie chart again but grouped by teams Open

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.

Open

Edit / Delete reports or sections

Open