This article provides an overview of the Report functionality Access: Admin/Managers
Welcome to the "Report" feature in the Admin section – a powerful tool designed to empower managers with insights into organisational data. This feature transcends basic reporting, offering an extensive platform where managers can not only view My Reports but also explore and analyse Company Reports too. The flexibility to create additional folders further enhances organisational data management, allowing for a customised and strategic approach to information retrieval and analysis.
Strategic Data Insights:
The "Report" feature is not just about presenting data; it's about empowering managers with strategic insights. By offering the capability to view both My Reports and Company Reports, this feature becomes a central hub for data-driven decision-making, ensuring that managers can gain comprehensive insights into both individual and organisational performance.
My Reports for Personalised Analysis:
The inclusion of My Reports allows managers to delve into personalised analytics, exploring data relevant to their specific responsibilities and team performance. This personalised approach ensures that managers can focus on key metrics that directly impact their managerial scope.
Company Reports for Holistic Understanding:
Step into the broader landscape of organisational performance with Company Reports. Managers can explore aggregated data, identify trends, and gain a holistic understanding of the entire company's dynamics. This panoramic view facilitates informed decision-making at the organisational level.
Folder Customisation for Enhanced Organisation:
The ability to add additional folders elevates the data organisation game. Managers can create customised folders to categorise and group related reports, streamlining data access and ensuring that the right information is at their fingertips when needed.
Flexible Data Exploration:
"Report" is designed to be a flexible tool for data exploration. Managers can effortlessly navigate between My Reports and Company Reports, switch between folders, and drill down into specific metrics. This adaptability ensures that managers have the freedom to explore data in a way that suits their analytical needs.
Prerequisites
Access to the "Report" feature is exclusive to administrators and managers within your organisation. Ensure you have the necessary administrative permissions to access and view reports.
Accessing the Feature
- Log in to your Plumm admin account.
- Navigate to the "Admin" section through the main menu.
- Click on "Report" in the pop-up menu to access the comprehensive data insights and reporting tools.
Detailed Feature Guide
Section 1: Basic Features
Viewing My Reports:
- Access personalised reports relevant to your managerial responsibilities.
- Analyse key metrics and performance indicators specific to your scope.
- Use the "Search" feature to search for specific reports.
Exploring Company Reports:
- Dive into aggregated data with the "Company Reports" feature.
- Identify trends and gain insights into organisational performance as a whole.
Section 2: Advanced Features
Creating Additional Folders:
- Enhance data organisation by creating customised folders.
- Categorise and group related reports for efficient data access.
Section 3: Tips and Tricks
- Collaborative Analysis: Encourage collaborative analysis by sharing specific reports with relevant team members.
- Folder Naming Conventions: Establish clear naming conventions for folders to enhance data organisation.
Troubleshooting/Common Issues
Common Problems:
- Difficulty Accessing Reports: If facing challenges in accessing reports, review your administrative permissions.
Steps:
- Verify your administrative permissions.
- Contact Plumm support for assistance if needed at hello@plummhelath.com
FAQs (Frequently Asked Questions)
Q1: Can I share a specific report with my team members?
A1: Yes, you can share specific reports with team members to facilitate collaborative analysis. Utilise the sharing options within the "Report" feature.
Q2: How often is the data in reports updated?
A2: Data in reports is typically updated in real-time. However, occasional delays may occur during high traffic periods.