Reports

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ChartHop enables you to generate your organization's people data in a wide range of possible measurements. Using CQL, you can set custom search parameters and then view the results in a chart or graph.

Using reports

Select a report

From the main reports page, you can navigate to individual reports.

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Figure 1: Select a report.

Report details

The report details contain high level information, as well as the ability to change share settings. You can also export your report as a Powerpoint file for use in presentations.

If needed, you can clone a report by clicking clone. You can delete a report by clicking delete.

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Figure 2: Report details.

Filter a report

You can filter the data represented on the charts in your report by manipulating the interval, date range, chosen scenario, or by entering CQL in the filter bar.

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Figure 3: Filter report data.

Report charts

Below the filter options, you'll find the actual visualizations generated within your chosen report. Each chart displays a particular cross-section of data.

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Figure 4: Report charts.

Creating a chart

Using the Data Explorer

The best way to quickly set up a chart that examines ChartHop data is by using the Data Explorer. The Data Explorer allows you to leverage the data in ChartHop using CQL, then visualize that data with a chart of your choice. Charts created with the Data Explorer can be saved to a new or existing report for later use.

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Figure 5: The Data Explorer.

Select chart type

In the Reports section, there are seven different charts offered to view displayed data, each represented by an icon as follows.

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Figure 6: Select chart type.

Decide what to measure

This drop-down field lists all built-in and custom-fields within your organization. The option selected from this menu will be the primary measurement in your report. For our example, we've chosen Headcount.

The second option selects the aggregate function that you want to apply to the primary metric, for example, total vs mean. The available aggregates will change depending on what you are measuring.

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Figure 7: Decide what to measure.

Choose a comparison

The comparison dropdown gives the report another data point to visualize. For example, by measuring Total Jobs, and choosing Department as the comparison, the chart will show total jobs per department across time.

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Figure 8: Choose a comparison.

Select interval and scenario

Selecting an interval gives ChartHop a precise time frame to measure the data. As you can see, when we choose a month for our interval and 1/1/2020-12/30/2020 for our date period, those values are shown on the x-axis.

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Figure 9: Select interval and scenario.

Viewing a report with a scenario allows you to forecast your organization's development according to the proposed hiring, compensation, or promotion plan you have mapped out. To view how your scenario will affect your organization per the report, select the desired option from the Scenario drop-down menu.

Saving a chart

Save a chart to a report

Clicking the Save To Report button will bring up a modal containing custom fields for labeling, filtering, sharing, and setting the privacy level of your new report.

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Figure 10: Save to report.

After giving your new visual chart a label, the Add To Report drop-down allows you to create an entirely new report or add your chart to an existing report.

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Figure 11: Add to report.

  • Give this chart a label¬†- This field will create a name for the chart of data you have just created. Given that this is a new report, this chart will be the first one visible in the report when opened. (If creating multiple charts, the order can always be re-adjusted.)
  • Add to Report¬†- This is a drop-down menu that gives you the option to add your newly created chart to an existing report. Adding your chart to a current report will shrink the modal and allow you to save with just the¬†Give this chart a¬†label¬†field completed.

After saving your chart, it will appear under the Reports tab, within the determined Report Label.

Creating a New Report

Alternatively, suppose you are curating a new set of data. In that case, you can save your chart as a New Report by selecting the Create new report... option from the Save to Report modal.

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Figure 12: Save to new report.

  • Give this chart a label¬†- This field will create a name for the chart of data you have just created. Given that this is a new report, this chart will be the first one visible in the report when opened. (If creating multiple charts, the order can always be re-adjusted.)
  • Add to Report¬†- This is a drop-down menu that gives you the option to add your newly created chart to an existing report. Adding your chart to a current report will shrink the modal and allow you to save with just the¬†Give this chart a¬†label¬†field completed.
  • Filter Entire Report -¬†If you add a filter to your entire report, you will do it in this field. For example, if you only want to see data as it applies to the Sales dept. you would use the filter `department:sales`
  • Privacy and Data Sharing
    • Shared With:¬†After all other fields have been filled out, you can then determine the¬†sensitivity level. The information box beneath the drop-down will inform you who will be able to see your data.
    • Data Sharing: While some reports may be Org Public, certain parts of that data may have a Highly Sensitive or Private classification. The Data Sharing option lets you customize whether all data or only public data is visible.
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Figure 13: Share settings.

Sharing reports

Sharing a new report

Creating reports within ChartHop is a fantastic tool to compile your people data into stunning visualizations and share them within your organization. When a report contains sensitive data such as compensation or demographic information, it is vital to make sure that you have configured your visibility and user sharing settings correctly. In this guide, you will learn how to share and assign ownership of reports.

Once you have created your report, you can share the report by clicking the Share button. The modal that appears provides the details on whom you are sharing the report and visible data. 

Shared with

Within the drop-down selector beneath the Shared With heading, you will find four different options to determine who can access the report.

  • Org Public:¬†Visible to the entire organization. Not shared externally.
  • Private:¬†Will not be shared with anyone.
  • Highly Sensitive:¬†Only available to users with Sensitive access.
  • Global Public:¬†Completely public to anyone in the world, even people not belonging to the organization. (Includes non-members)

Data sharing

Two data-sharing options determine, of those who have access to the report, how much is visible.

  • Normal Sharing:¬†People who view this report will only see the underlying data to which they have access.
  • Full Sharing:¬†People who see this report will view the same information that the report creator can see. They will not be allowed to apply additional filters.

User sharing

User sharing within reports allows you to invite users within your organization to see your reports, edit data, or share ownership of created reports. Sharing reports can be a useful tool if you have a confidential report OR an org public report that requires a hand-selected list of contributors. To bring in a user to your report, click the Add users drop-down below the owner's name.

Once you have selected contributors, you can determine their access as Owner, Edit, or View by clicking from the box to the right of their name.

  • Owner:¬†The user has access to view, edit, or share anything in the report.
  • View:¬†The user can view the reports. Depending on the¬†Data Sharing¬†assigned to the report, they will either be able to see the full report or only what their access level permits them to (e.g., if the user doesn't have sensitive data access, they will only see what someone with a member-only view would be able to see if invited to a report with sensitive information.)
  • Edit:¬†The user has access to see everything in the report and make changes to the report.

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