Latest revision as of 01:46, 3 July 2024

Advanced Reports & Metrics

To Navigate to this Dashboard and the Widgets (and access Advanced Reporting & Metrics) follow these steps: To Navigate to this Dashboard and the Widgets (and access Standard Reporting) follow these steps:

• Click on Home (In the menu on the left-hand side of the system/screen).
• Click on the "Dashboards Menu" Dropdown (the second dropdown menu from the top of the system/screen, just next to the left-hand side menu containing the company logo and your name/image).
• Scroll down and select "Advanced Reports and Metrics."
• When the Advanced Reports and Metrics Dashboard opens, it will display a set of Advanced Reports.
• 14 Reports Max can be included in each Dashboard - to display more Reports, create a 'New Standard Reporting Dashboard' by clicking on the '+' dropdown arrow (next to the Dashboards menu). You can remove Reports from the Dashboard by clicking on the 'X' on the top right of each Report Widget. This will then display a placeholder, into which you can add a new Report. Click the '+' button (that appears in the centre of the empty Report Widget container) to add a new Report and then select the desired Report from the dropdown menu (specifying if you want to display a full-width or half-width Report).
• Reports can be moved around and repositioned - meaning that Users can display Reports in a custom arrangement.
• Reports can be written using the Standard Reporting Tool. Once written they can be added to the Standard Reporting Dashboard.

The Advanced Reports & Metrics dashboard will display selected reporting output such as graphs and numbers reports. You can have up to 14 reports on the dashboard and these can any of the following:

• Line chart.
• Bar chart.
• Vertical Bar Chart.
• Pie chart.
• Donut chart.
• Numbers report.
• Custom Template Report. If you want the function to export to XLS you need to include this in the build. No Graphs are available in this type of report.

Filtering Dynamic Reports

Non-number report filters are dynamic and will depend on the report that you set up. That is, the fields that are displaying on the report.

Take for example a line graph based off a report of hires broken down by department. The X-axis displays the breakdown of years and the Y-axis displays the number of employees. There are different coloured lines representing the varying departments. Towards the right of the chart is a colour coded breakdown defining each line into the different departments.

1. By clicking the filter button located on the top right of the widget, a lightbox will appear allowing you to edit and/or apply filters.
2. You will be able to filter the parameters of the report to display different data based on the available parameters used in the Report. For example, you can filter a more specific timeline including a "From Year" and a "To Year". E.g. 2010 (From Year) to 2021 (To Year).
3. You can also specify particular departments to look at. You can check the "All" checkbox to display all departments. Otherwise by unchecking this, the full list of departments will display and specific departments can then be selected from this list. E.g. Uncheck "All". Select "Operations" and "Sales" department values.
4. Click "Confirm" to save down the filters. The lightbox will close and the updated graph will appear.
5. The filters you set will now apply and display on the updated filter. From the examples given above, the line chart will display a breakdown of hires made by the "Operations" and "Sales" departments between the years 2010 and 2021.

Note that the filters you apply will be stored on the dashboard until you move to another menu item or log out.

Numbers Only Reports (Fixed)

For numbers only reports, the filters you apply will be based off a fixed set of fields - see table below. You can set these filters by selecting the filter icon located on the top right of the reporting widget. Take for example a report of Employee Salaries within the system.

1. By clicking the filter button located on the top right of the widget, a lightbox will appear allowing you to apply filters.
2. You will be able to select the function to be applied to the numbers within the report in the "Functions" dropdown. E.g. Select "Average" to calculate the average of all employee salaries.
3. You can select the timeframe of the report in the "Duration" dropdown. E.g. Select "Quarter" to display the result within the current quarter.
4. You can select the timeframe you want the result to be compared to. E.g. Select "Previous Year".
5. Click "Confirm" to apply these filters to the report. The lightbox will appear with the report widget displaying the filtered result including the comparison rate.
6. From the example above, selecting these filters will display a report comparing the Average ("Function") salary within the current Quarter ("Duration") compared to the same quarter in the Previous Year ("Period").

Advanced Reporting & Metrics Feature

The Advanced Reporting & Metrics feature enables the creation of Reports that display both a Graph (using SSQL) and a Data Table (using script) based on different data sets within the original data source, producing a more sophisticated level of Reporting. The Advanced Reporting features enable Users to create Reports with Data Tables that facilitate drill down into more granular levels of data (if available). To find out more about how to create and edit Advanced Reports, go to Creating Advanced Reports using the Advanced Reporting Tool.

To view a list of the 'Standard' Advanced Reports available in Subscribe-HR, click here.