On Monday 3 September we launched a new reporting interface to meet the demands of the modern admin-user.
Documentation can be found in the reporting section - what follows is a summary of the new functions.
- NEW - Dashboard
- NEW - Account reports
- By type
- By status
- By activity
- By group
- By permission set
- By any custom schema attribute
- By country
- By network
- By organisation
- By groups
- By permission sets
- By organisation (download only)
- NEW - by almost any schema attribute
- NEW - by resource and any reportable attribute
- Monthly schedule
- NEW - daily schedule
- NEW - weekly schedule
- NEW - any report type
- NEW - any breakdown
- NEW - read-only view for non-admins
All are available for the current organisation and totalled for the sub-organisations of the current organsation.
Additional functions under consideration
Additional dimensions (eg split by resource and by group)- DONE API access - DONE Breakdowns by user ID and other 'core' attributes- DONE
Making the most of the new functions
There are several things you can set up to make the most of the new features.
Since you now have the ability to report on almost any attribute you add to your schema you can generate reports by any criteria that are important enough to you to add to your accounts.
For example you could create additional schema attributes for departments / schools / offices / courses. Because you have the option to control the possible values for these at the domain level they can be consistent across any and all sub-organisations you might have. This will work for both personal accounts and local accounts if you have those connected, and the great advantage of this is that you can get the information you need in reports that are already aggregated by your choice of attribute so there is no need to manually cross match data between systems.
Relevant help pages:
- How to make the most of the reporting options
- About schemas
- Schema editor
- Migrating data when you edit your schema
- Reporting changes transition guide