The Data Sheet page provides a list view of your organization, which is helpful when you need to customize how you see your organization's data or edit the data for multiple employees at once.
You can use the Data Sheet as a powerful "source of truth" for all the job and people data within your organization. This page gives you the ability to create a customized view of your data for all of your planning needs. You can control what data displays on the page by customizing the columns you need and sorting by a particular column. You can also use filters to refine which employees and jobs are included in the list.
The fields visible on this page are dependent on your permissions. For example, even though all employees in your organization can use this page,
Select the Data Sheet icon from the left sidebar to view the Data Sheet.
You can refine the Data Sheet page to display only the data you need. The page displays the default Data Explorer view with a few fields used as columns an no filters applied
The Data Sheet includes the following built-in views that you can select from the top of the page:
You can customize which fields are used as columns in the Data Sheet page.
As most pages in ChartHop, you can filter the data displayed on the Data Sheet page. With filtering, you can choose to see only those people and/or jobs in your organization that you are interested in. For example, you can filter by employeement status and particular changes like departing employees.
ChartHop filtering also allows you to create complex filters based on your organization structure as well as most field data. For example, you can filter on all managers that have at least two direct reports.
Use Field rules to refine your data to only those employees or jobs that meet certain criteria, like filtering the list for all employees that have birthdays in June.
You can export data to a spreadsheet or a PDF file.
You can export your data to CSV format, which allows you to view it in spreadsheet tools, such as Microsoft Excel.
If your exported data includes non-English characters or foreign phone numbers, you can adjust these settings after you save your CSV to Excel format. See the Microsoft Excel documentation for information about how to format cells. Remember that you may need to change the language as well.