OrgChart reports

OrgChart

Purpose: Lists either managers with subordinates in the OrgChart or users who are orphans in the OrgChart.

Executable: orgchart

Table 1. OrgChart report search criteria

Criteria	Description
Manager ID	Type a manager's profile ID to report only on the specified manager. Alternatively, you can search for one or more manager IDs.
Subordinate ID	Type a subordinate's profile ID to show who is the direct manager of the specified subordinate. Alternatively, you can search for one or more subordinate IDs.
Updater ID	Type the ID of the user who last modified user in the OrgChart. Alternatively, you can search for one or more profile IDs.
User ID	Type the ID of the user who is not included in the OrgChart. Alternatively, you can search for one or more profile IDs. This field will only show when the OrgChart orphan users is selected for Show user field.
Show user	Select: Connected orgchart users to show only those managers who are included in the main branch of the OrgChart. This is the default. Disconnected orgchart users to show only those managers who are not included in the main branch of the OrgChart. That is, managers who themselves don't have a manager, and who are not the top-level manager. Orgchart orphan users to show users who are not included in the OrgChart.
Last update time	Define a date range during which the user was last updated in the OrgChart.
Summarize report	Select this checkbox to summarize the report details. Depending on your search criteria, in this mode, the report output contains the number of subordinates who report to each manager, or the number of OrgChart orphans. Selecting this causes unnecessary search options to be hidden.

If you do not apply any search criteria, the report lists all managers who have subordinates and who are connected to the main OrgChart tree.

Table 2. OrgChart detail

Column	Condition	Description
User ID	Show user is Orphan users	The profile ID of the orphan user.
User name	Show user is Orphan users	The full name of the orphan user.
Level	Show user is Connected or Disconnected	The hierarchy level in the OrgChart.
Manager ID	Show user is Connected or Disconnected	The profile ID of the manager.
Manager name	Show user is Connected or Disconnected	The full name of the manager.
Subordinate ID	Show user is Connected or Disconnected	The profile ID of the subordinate.
Subordinate name	Show user is Connected or Disconnected	The full name of the subordinate.
Modified by	Show user is Connected or Disconnected	The user who last modified the OrgChart entry.
Last update	Show user is Connected or Disconnected	The date of the last update.

Table 3. OrgChart summary

Column	Condition	Description
Number of orphan users	Show user is Orphan users	The total number of users not in the OrgChart.
Level	Show user is Connected or Disconnected	The hierarchy level.
Manager ID	Always	The profile ID of the manager.
Manager name	Always	The full name of the manager.
Number of subordinates	Always	The number of subordinates for this manager.

Purpose: Configuration of and progress in OrgChart building processes.

Executable: orground

Table 4. Org building rounds report search criteria

Criteria	Description
Campaign status	Select a round status: All rounds : all OrgChart rounds that have been started, regardless of their status. This is the default setting. Active rounds : only the OrgChart rounds that are currently open, but have not yet been completed by the managers. Completed rounds : only the OrgChart rounds where all managers in the round are signed off. Canceled rounds : only the OrgChart rounds that have been canceled by a product administrator.
Round description	Type a round description of one or more OrgChart rounds to only include those rounds in the report. Alternatively, you can search for one or more OrgChart rounds.
Manager ID	Type the profile ID for one or more managers to only include those managers in the report. Alternatively, you can search for one or more manager IDs.
Show summary of these operations	Select one or more operations to filter search results by operation.
Start date range	Define a date range during which the round was initiated.
Report type	Select a report type: Summary : report uses block format and only shows high-level OrgChart round information. Operations summary : report separates the information by operation code and status (denied, open, and approved). Detailed : report includes all available details.

Table 5. Org building rounds summary

Column	Description
Description	The round attribute description.
Value	The attribute value.

Table 6. Org building rounds operations summary

Column	Description
Round description	The description of the OrgChart round.
Segment description	The description of the segment.
Start date	The start date of the segment.
End date	The end date of the segment.
Manager ID	The profile ID of the manager.
Segment status	The status of the segment.
Operation	The operation type.
Open items	The number of open items.
Denied items	The number of denied items.
Approved items	The number of approved items.
Total	The total number of items.

Table 7. Org building rounds detail

Column	Description
Round description	The description of the OrgChart round.
Segment description	The description of the segment.
Start date	The start date of the segment.
End date	The end date of the segment.
Manager ID	The profile ID of the manager.
Segment status	The status of the segment.
Operation	The operation type.
User ID	The profile ID of the affected user.
From manager	The profile ID of the previous manager.
To manager	The profile ID of the new manager.
Operation status	The status of the operation.

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