| Reporting Groups | |
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These define reporting groups that users can belong to. A reporting group may be associated with one or more items in the organisation's strategy map and organisation chart. The reporting group will then show in the group reports section of the report tab but only for those users who had that group report option checked in their user edit window (see user help and example group report).
Steps to Set up Reporting Groups.
Note: the Escendency system does not come with a set of deafult reporting groups as these are always likely to be organisation specific.
1. Create or Edit Reporting Group.
Go to Tools menu and click on the Reporting Groups option to display a list (if any) of the reporting groups (figure 1).
Figure 1: Example of a list window of the reporting group module. Note: this list of groups are an example only - it is up to individual organisations to set up their own reporting groups as needed.
Click "Add" to add a new reporting group, or click an existing user group pencil icon to view/edit it. Either action brings up the Reporting Group page (figure 2).
Figure 2: Example of creating or editing an existing reporting group window.
2. Add Components to the Reporting Group
Performance targets and/or organisation items can be linked to the reporting group.
Clicking on 'Associated Performance Indicators' selects a view of the organisation's entire Strategy Map with checkboxes next to all the strategy map items. Scroll down to the area of the strategy map that the reporting group is to be associated with and check all relevant boxes, then click 'Select Strategy map item(s)' (figure 3).
Note: only strategy map items with targets directly associated with them will display in the group report, e.g. in the example in figure 3 just ticking '5. Health and Well Being' will not display any performance targets attached to 5.1, 5.2 etc (this behaviour is scheduled to change in upcoming releases (JUDI 598)).
Figure 3: Example of stategy map view to select items associated with a reporting group (only the relevant part of the map for this reporting group is shown).
Back in the reporting group edit window (figure 2), clicking on the 'Associated Organisation' will bring up a view of the organisation's entire organisation task (figure 4). Click on the relevant components of the organisation chart (if any) and then click 'Add Organisation item(s)'. Back in the reporting group edit window select 'Save' or 'Cancel' to save or cancel the changes and return to the list of records. Those parts of the organisation that are checked will show in the Group Report: Organisation Overview.
Figure 4: Example of an organisation view to select items associated with a reporting group.
3. Add User to the Reporting Group.
In Tools, go to the User module and edit the user/s to add to the new reporting group. In user edit page, scroll down to the Reporting Group Membership list and check the relevant reporting group (figure 5). Repeat for other users to be related to the group. This reporting group will then show on the user's report tab along with the three default group reports of My Strategic Overview, My Organisation Overview and Group Reports: All Groups (figure 6).
Figure 5: Example User Edit page showing Reporting Group Membership list of available group reports. If no group reports have been created then this list would be blank.
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Figure 6: Example Group Report section of Reports Tab showing the three default group report options that appear when a user is assigned to a reporting group. Group Reports list does not show unless user is related to a reporting group.