Organizational Report

The Organizational Report is a standard report that displays the hierarchy of users within your organization grouped by the user that is reported to.

Included columns:

• Person: The user's first and last name.
  • If the user has reports, there will be an expand/collapse button by their name.
• Title: The user's title.
• Reports to: Who the user reports to.
• Roles (*=Primary): All of the user's roles.
  • Their primary role will be marked by *.

Viewing the Organizational Report

To view this report:

1. In the Work Management Toolbar, click View Applications.
2. Click the Analysis application tile.
3. Under the Standards Reports section of the navigation menu, click Organizational Report.
4. (OPTIONAL) In the Organization Report Toolbar, update the report filters:
   • Reports To: Limits the results to only users that report to the selected people.
   • Show only employees
   • Show only active users
5. In the Report Toolbar, click Run Report.