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What is Organization Insight?
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My Company/Organization Insight shows displays the following metrics related to your organization. This includes:
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organization-related metrics:s
- Invitation status
- Count of Business Users and Administrative Users
- Pending
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- tasks
- Number of
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- content items and internal data
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- Attributes list, count, and data
Who can access Organization Insight?
System Administrators are the only users who have access to Users with the System Administrator role can access Organization Insight.
How do you access Organization Insight?
Click on the Menu icon and then menu icon in the top left corner of the page, scroll down to Reports/Dashboards. Then click , and select "Organization Insight" in the menu navigation.
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You can also access Organization Insight by clicking the "My Company" link in the Quick Links bar below the homepage image.
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What does Organization Insight consists of?
Organization Insight consists of the following segments: graphs, content metrics chart and attributes chart.
In the graphs segment, you can see different types of Invitation Status, Business Users and Administrative Users, and the Pending Tasks.
By hovering over any of the segments of the pie charts, you can find the count in each category.
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Graphs
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graphs related to onboarding status, users and roles, and the pending tasks associated with the process, along with charts for content metrics and attributes.
Hovering over any segment of the graph or chart shows the count for each category. Clicking on the segment allows you to view the data and download it as an Excel file, provided your role has the export permission. Additional information on downloading data to Excel will be covered in the subsequent sections.
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Graphs (Onboarding Status, Users and Roles, Pending Tasks)
Hovering over a segment in any graph displays the associated sub-category name and
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Clicking on a segment presents a popup with the details related to that segment.
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Click on a Invitation ID.
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Clicking on a Candidate ID presents the Candidate Summary page for the associated New Hire.
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Clicking on Candidate ID again directs you to the invitation.
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Information on the invitation can be changed if the invitation status allows.
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Hovering and clicking are available on any of the segments of any of the graphs.
its total count.
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Click any segment to view the related data. The data will appear in a pop-up window with an "Export to Excel" button, provided your role has data export permissions.
Click "Export to Excel" to download the results as an Excel file to your local computer.
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A sample downloaded file is given below:
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The data displayed in the pop-up window includes links for further drill-down into segment-specific details. For example, clicking a segment in Pending Tasks presents invitation data. Selecting an Invitation ID link allows you to access the invitation summary and view detailed invitation information.
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A sample summary page of an invitation is given below. Clicking on the Invitation ID link on the summary page will allow you to view the invitation details.
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Note: Invitation details can be modified if the invitation status allows changes.
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Content Metrics Chart
The Content Metrics chart shows counts displays the count for each content type of content in the system. Click on any of the a content type to see the list of all content view a list and internal data related to that type.
For instanceexample, clicking on the selecting "Notification Templates" link displays a popup with the opens a pop-up displaying a list of all available Notification Templates present in the system.
Content Metrics Chart |
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The pop-up page includes an "Export to Excel" button if your role has data export permissions. This allows you to download the data as an Excel file to your local computer.
Clicking on any content displays its details in read-only mode.
Content Metrics Chart |
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Details of the Notification Template is displayed as below.
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Content Metrics Chart |
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Similarly, you can also see the details of the process related data by clicking on their links. For instance, clicking on the "Process States" link displays a popup with the list of all Process States present in the system.
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Click on any specific Process State to see its details.
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The Process States link in the Content Metrics allows you to view the list of all process states and its data.
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The process states can be downloaded as an excel by clicking on the "Export to Excel" button. This button will be available only if your role has been set up with the data export capability.
Click on the Process State link to open its internal data.
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Attributes Chart
The Attributes chart shows counts for each attribute in the systemthe attributes list and their counts.
Attributes Chart |
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Clicking on an attribute presents a popup with the details related to that attribute. Clicking Business Unit presents all Business Units opens a pop-up window displaying a list of values available in the system for the selected attribute. For example, selecting "Business Unit" will show all Business Unit values in the system.
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Clicking on a Business Unit presents the details of that Business Unit in view only mode.
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The pop-up window will also include an "Export to Excel" button if your role has data export permissions. To further drill down into the data, click on the Attribute Description link.
Attributes Chart |
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