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Organization Insight consists of the 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.
Graphs (Onboarding Status, Users and Roles, Pending Tasks)
Hovering over a segment in any graph displays the associated sub-category name and its total count.
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.
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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.
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.
Attributes Chart
The Attributes chart shows the attributes list and their counts.
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