Reports | Org. Summary Report
This is one of the major reports available in cammstalent which will contain information from every aspect of the staff and their assessments.
To generate this report, follow the steps below:
STEP 1: Go to Reports from the Quick Access Menu on the right or from the Mega Menu and click the Organisational Summary Report to open the report window.
STEP 2: Select the Reporting Year (default selection is set to the current reporting year).
STEP 3: Select the Reporting Period.
STEP 4: Select the Hierarchy, Hierarchy Level and Hierarchy Node(default selection is set to Organisation Hierarchy with all Levels and Nodes).
STEP 5: Select the Assessment Status.
STEP 6: Select the Classification Stream.
STEP 7: Select the Classifications.
STEP 8: Select whether you want to see inactive users in your report(not selected by default).
STEP 9: Select whether you want to see the Assessment details in your report.
STEP 10: Select whether you want to see the License and Statutory details in your report.
STEP 11: Select the License title.
STEP 12: Select whether you want to see the Training details in your report.
STEP 13: Select the Course.
STEP 14: Select the Course Provider.
STEP 15: Select the Cost Code.
STEP 16: Select My Development Category.
STEP 17: Select whether you want to see the HR Performance details in your report.
STEP 18: Click Preview to view the report via the report window. Use the Change button to revert to the report filter area.
STEP 29: Click Export to generate and export the report(The recommended export format for this report is Excel).
Note: The report filters are set to show all by default except the following filters: Reporting Year, Hierarchy and Show Inactive Users filter.
