What is Organization Insight?

My Company/Organization Insight displays the following organization-related metrics:s

Who can access Organization Insight?

Users with the System Administrator role can access Organization Insight.

How do you access Organization Insight?

Click the menu icon in the top left corner of the page, scroll down to Reports/Dashboards, and select "Organization Insight" in the menu navigation.

You can also access Organization Insight by clicking the "My Company" link in the Quick Links bar below the homepage image.

What does Organization Insight consists of?

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

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.

A sample downloaded file is given below:

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.

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.

Note: Invitation details can be modified if the invitation status allows changes.

Content Metrics Chart

The Content Metrics chart displays the count for each content type in the system. Click on a content type to view a list and internal data related to that type.

For example, selecting "Notification Templates" opens a pop-up displaying a list of all available Notification Templates in the system.

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.

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.

Clicking on an attribute 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.

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.