Organisational Unit Reporting
Administrators and Managers are able to view reports based upon the role that they have been assigned. Administrators have the ability to view all Organisational Units within their organisation. Managers may only view reports from the level that they have been assigned and to view reports going down the tree branches.
Step 1. Login as an administrator or as the manager and select My Organisation.
The administrator will need to provide the user with access to Organisational Units as the My Organisation just opens the dropdown. Also, everyone in the organisation will be able to see the Organisational chart, but only Administrators, Managers and delegate managers will be able to access the reports.
Administrators that are in charge of all Organisational Unit will have their name displayed and will have access to all child units and the ability to view all reports.
Managers that are in charge of an Organisational Unit will also have their name displayed and will only have access to child units or the ability to view reports going down the tree branches.
Managers do not have access to any other reports except those within their own organisational unit and all child units. They are also not permitted to view Organisational Units adjacent to their unit.
Step 2. Select the View icon that is appropriate for your level
Step 3. Once the View report icon has been selected on the organisational unit, the report displays information on the organisational unit chosen.
Step 4. Selecting the drop down menu
Other Organisational Units may also be selected from the drop down menu that will display to a user all of the organizational unit reports that they have access to. Each option is a report for a separate organisational unit in their branch.
Step 5. Select from the drop down menu the organisational unit that you’d like to report on.
Step 6. Select the Show report button
Step 7. There will be instances when you might like a consolidated report to show compliance for all users in all organisational units within your branch/s. You can do this by ticking the select “Show users for this unit and all child units? (Uncheck to display users from this unit only)”.
Step 8. Selection Filters may be used to refine the search.
There are four selection filters that may be used to refine the search.
These four include
- Program Name
- First Name
- Compliance Status
Entering a valid name in either of these four selection fields will filter the user list to only include users that match the search criteria and will reduce the number of records to be displayed.
Step 9. Once an entry has been entered into any of these four fields, the Clear button can be applied to remove all filtering (eg Program name) and to once again display all available records for that Organisational Unit.
Step 10. Export to Excel.
All reports that are displayed whether these have been filtered or not may be exported to Excel by selecting the Export to Excel button.
The data exported will be in the following format.
"Program name",Surname,"First name","Compliance status","Days expired"