What is Organization Insight?

My Company/Organization Insight shows the following metrics related to your organization. This includes:

• Invitation Status
• Number of the types of Business Users and Administrative Users
• Pending Tasks
• Number of Content and internal data
• Number of the specific attributes

Who can access Organization Insight?

System Administrators are the only users who have access to Organization Insight.

How do you access Organization Insight?

Click on the Menu icon and then scroll down to Reports/Dashboards. Then click "Organization Insight".

Another way is via quick links "My Company".

What does Organization Insight consists of?

Organization Insight consists of the graphs related to onboarding status, user 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 within each category. Clicking on the segment allows users to view the data and download it as an Excel file, provided that the export facility is permitted for the user's logged-in role. Additional information on downloading data to excel will be provided in the subsequent sections.

Graphs

Clicking on a segment presents a popup page with the data related to that segment. The popup page will include the "Export to Excel" button if the logged-in user's role has been set up with the data export capability. 

Clicking on the "Export to Excel" button will download the results as an excel to the local computer.

The downloaded excel file will look like below:

To view invitation details of any specific invitation, click on its corresponding Invitation ID link.

This will display the summary page for the corresponding invitation. Again, click on the Invitation ID link on the summary page to view the invitation details.

Note: Information on the invitation can be changed if the invitation status allows.

Hovering and clicking are available on any of the segments of any of the graphs.

Content Metrics Chart

The Content Metrics chart shows counts for each type of content in the system. Click on any of the type to see the list of all content related to that type.

For instance, clicking on the "Notification Templates" link displays a popup with the list of all Notification Templates present in the system.

The popup page will include the "Export to Excel" button if the logged-in user's role has been set up with the data export capability. For more details on downloading the data through export functionality, please refer to the preceding section.

Clicking on any content presents the details of that content in read-only mode. 

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.

Click on any specific Process State to see its details. Additionally, the process states can be downloaded as an excel by clicking on the "Export to Excel" button. This button will be available only if the logged-in user's role has been set up with the data export capability.

Attributes Chart

The Attributes chart shows counts for each attribute in the system.

Clicking on an attribute presents a popup with the details related to that attribute.  For example, clicking "Business Unit" will present all Business Units in the system.

You can download the list of Business Units as an excel file by clicking on the "Export to Excel" button present on the popup page. This button will be available only if the logged-in user's role has been set up with the data export capability. If the Business Unit details are to be viewed, click on the specific Business Unit link.