Reports – Administration

Owned by amani imtiyas
Last updated: Nov 05, 2024
4 min read

This article contains:

1. Action List Report

Note: Only Administrators (Users with Administration Security Access) can access the Administration Reports menu. However Administrators can put these reports into the Organisational reports 'Favourite reports' for all staff to access if required. 

The Action List report is a basic report which will show a list of all actions that are within the system within number order. 

The report will show the following details:

  • Action Number (Goal ID, Outcome ID, Strategy ID, Action ID) and Action title.

There are no filters for this report.

Sample Output

Figure 1.1

2. User Overview Report

Note: Only Administrators (Users with Administration Security Access) can access the Administration Reports menu. However, Administrators can put these reports into the Organisational reports 'Favorite reports' for all staff to access if required.

The user overview report shows all users in the system and their security levels within your organisation.

  • STEP 1: To access this report, go to Reports > Administration and select the 'User Overview Report'.

  • STEP 2: Select the relevant criteria and click the Preview button.

There are no filters for this report.

Sample Output

Figure 2.1

3. Organisation View

Note: Only Administrators (Users with Administration Security Access) can access the Administration Reports menu. However, Administrators can put these reports into the Organisational reports 'Favorite reports' for all staff to access if required.

The Organisation View report shows the Service Profiles linked to each Business Unit and Directorate.

  • STEP 1: To access this report, go to Reports > Administration and select the 'Organisation View' report.

  • STEP 2: Select the relevant criteria and click the Preview button.

There are no filters for this report.

Sample Output

4. Staff List

The Staff List report shows all the staff and their position. The staffs are grouped by organisation.

  • STEP 1: To access this report, go to Reports > Administration and select the 'Staff List' report.

  • STEP 2: Select the relevant criteria and click the Preview button.

There are no filters for this report.

Sample Output

5. Organisational List

The Organisational List report is a basic report which will show your organisational hierarchy in a basic form. It will show all Service profiles, the linked business unit, and the Linked Directorate.

There are no filters for this report.

 

Sample Output:

6. Organisational Reports (Favourites) 

The Organisational Reports are your organisation's 'Favourite Reports' which have been grouped together by your Administrator.

This function provides the ability to select the reports which should be shown within the Favourite reports area.

  • STEP 1: Go to Administration > Organisational Reports.

  • STEP 2: Click the configure your favourite report icon.
    Once you have clicked on the Star icon, you will find the list of all of the current reports in the favourite area and have the ability to remove them by clicking on the remove icon next to the report.

 

  • STEP 3: Click the configure your favourite report icon.

  • STEP 4: Click the add reports icon to add new reports.
    Then you will be taken to the screen where you search for your reports and add them. 

 

  • STEP 5: Search for the report/s and click on the add report icon next to the report title.
    This will automatically add the report to your favourites.

  • STEP 6: To go back to the previous page, click back to configuration icon.