Creating reports in Organimi

There are currently two types of reports in Organimi - organization reports and chart reports. 

Organization reports collect data and generate metrics at the organization level, such as the number of charts, the number of people in the talent pool for the organization, and similar statistics linked to the organization. 

Chart reports collect data and generate metrics at the chart level, such as the number of roles included in the chart, the number of vacancies, the number of departments (if used), and similar statistics.

You can turn on and off reporting at any time.  However, note that you must enable reports and reporting for data collection to begin.  Even if you do not want to use reporting currently you may want to enable it for future use.

Organimi starts collecting and storing your organizational and chart data from the time you enable reporting. No reporting data is available before that.

The organization report can be turned on or off.

The chart report can be turned on for all charts or for specified charts in the organization.

Enable  Reports

1. Select the organization for which you wish to enable reports.

2. Select  Settings  -> Reporting.       

3. In the Report Settings section:
   • • To enable organization reports, click the Enable Organization Report toggle button
     • To enable chart reports, click the Enable Chart Report (Traditional Charts) toggle button
     • In the Charts to include in report section, put a checkmark in the All Reports checkbox to generate reports for all charts in the organization, or put a checkmark in a specific chart checkbox to generate reports for a particular chart
4. In the Email Settings section:
   • • To enable emails, click the Enable Emails toggle button
     • In the Email To field, you can add multiple email addresses separated by a comma
     • In the Email Frequency field, click the Daily, Weekly, or Monthly radio button. Recipients will receive report summaries based on the email frequency you set.

Note: Toggle buttons turn purple when enabled.

             

View  Reports

To view reports, do one of the following:

• • Click the View Reports button
  • Select the Reporting tab

Report Comparison

1. To view the report comparison screen, from the left navigation pane, select Reports.
2. Set the comparison period by setting the value of the First Report as the start date and the value of the Second Report as the end date.

3. If you select an organization for which reporting is not enabled, the button, Enable Organization Reports appears.

4. Click Enable Organization Reports, and you are now on the Settings page.

5. To enable reporting, click the Enable Organization Report toggle button.

6. If you wish to view a chart report:

   • • From the left navigation pane, select Reports

     • In the Report Type field, click the down arrow and select Chart Report

     • If you select a chart for which reporting is not enabled, the button, Enable Chart Reports appears.

     • Click Enable Chart Reports, you are now on the Settings page.

     • To enable chart reporting, click the Enable Chart Report (Traditional Charts) toggle button

7. Reports with selected metrics can be exported to a CSV file by clicking Export Comparison, which will download a CSV file with the currently shown comparison dates.

Metric Filters

Organimi generates reports based on selected metrics.

1. To add filters, in the Metrics field, click the down arrow.
2. From the pop-up screen, check or uncheck filter options.
3. View the Metrics field to see how many filters you have applied.

Report History

1. To view report history, from the left navigation pane, select Reports.

2. The report history table shows a row for each time you selected the report metrics. Changes can be seen at a glance over time.

3. Click Export History to download a CSV file that contains the date shown in the table.

4. For export options, click the three (3) vertical dots at the end of each row.

5. From the menu options, select:

   • • Download, to export a single row

     • Add to Compare (First), to set the start comparison time

     • Add to Compare (Second), to set the end comparison time

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