A ready-made report is installed once and read by people who see different numbers
Who is involved
| Role | What they do |
|---|---|
| Insights administrator | Previews and installs the pack, later brings it up to date. |
| HR manager | Reads the company-wide numbers. |
| Manager | Reads the same report for their own departments. |
Step by step
- Insights administrator
Opens Ready-made reports, presses See what it does on the People pack, and confirms.
What they see:A message says how many reports were added; nothing is emailed.
- HR manager
Opens the People report from the reports list.
What they see:Headcount covers every employee in the company.
- Manager
Opens the same report.
What they see:Only their own departments are counted, and the caption says so.
- Insights administrator
Adds a tile and renames another on the installed report.
What they see:The report is now marked as the company's own.
- Insights administrator
Installs the pack again after a new version.
What they see:The result says the edited report was left alone.
Who is told what
Installing sends no message and the report is published for the whole company straight away, so tell colleagues it is there. The audit record names who installed what.
Related
- Insights — Business Intelligence & Apps
- HR Management
- A report is shared by link with an outside auditor
- A warehouse is connected and its numbers sit beside ERP data
- A weekly report goes out to people who may see different things
- Accounting figures feed the month-end close page
- CRM deals and leads feed the pipeline report
- Team workflows