We love to hear your feedback. Your suggestions and ideas are important to us. Our feedback forum is a great place to post your ideas and vote on others. Please share your detailed use case and how the proposed enhancements can increase value to your business. We do read all of your posts, but may not be able to respond to all comments.
More information on the status of submitted ideas can be found here
Allow the ability to create reports that any manager can use and it will dynamically display data based on their org structure. In regards to requirements:
- a manager should be able to run a report and see the data that relates to their full hierarchy
- the report needs to be self-service – want to avoid using scheduling to reduce email traffic and promote self service
- Requirement to create one report that can be shared with all managers and displays data relevant to them
As an example I have attached a sample org structure. Based on the attached structure a report should allow the following:
When the manager runs it they will see the data for their full team (all supervisors, team leaders, employees and assistant)
When Supervisor A runs the report they only see Employee 1 and 2
When Supervisor B runs the report they see Team Leader 1, Employee 3, 4, 5 and 6
|
What business value are you trying to achieve?
Enable reporting to dynamically allow managers to see their full hierarchy |
Thank you for taking the time to share your idea.
Dashboards can be customised to display information relevant to the logged-in user. By leveraging the internal employee_id or provider_id, reports can be filtered to show only pertinent data. For more information, refer to the Knowledge Portal article on filtering by logged-in user.
We encourage you to continue sharing your thoughts and ideas with us. Your feedback is crucial as we strive to improve and grow.