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Reporting on manager subordinates by department (Org Unit 1)

Andrew Garbett
Updated

HR

Step-by-step guide

This guide will show you how to create a report detailing the subordinates of each manager by department.

Note: A Report Designer Licence is required in order to create reports.

For detailed guidance on Report Designer please visit Ciphr Academy (licence required) for our on-demand bitesize video class.

 

Contents

 

Building the report

  • Go to Reporting  > Report Admin > Report Designer and then click Insert Insert New Record
    and select Design a New Report

Follow these steps along each page of the wizard workflow:

  • Step 1 - Select Personal Details as the master table and select the fields listed in the table below

Note: Once you have selected Personal Details as your Master table, do not change it. The Department table can be found at the bottom of the list on the left hand side.
Table Field Name
Personal Details Job Title
Personal Details Name
Personal Details Reports to Manager Job Title (SQL field)
Personal Details Reports to Manager Name (SQL field)
Department Department

 

Note: ‘Department’ (OrgUnit1) may be called something different in your system, this is a
configurable field.
  • Step 2 - You do not need to select any data rules
  • Step 3 - Do not include an additional table
  • Step 4 - Use a standard set of Current staff
  • Step 5 - Do not include a Filter Form
  • Step 6 - Finish your report by including a Title, Description and selecting a Report Group

The downloaded Excel document will have 3 worksheets included along the bottom, use the first worksheet called ‘Report’ to create a Pivot Table. Once you enable editing on your Excel document, you can click into the Pivot Table square to begin including your fields

 

Creating a report in Excel

  • Drag the fields from the list at the top of your Pivot Table Field List to the appropriate boxes at the bottom. You can follow the image on the right to see a report based on reporting lines by department

You may want to change the presentation of the report before using ‘check in’ to save the formatting in Ciphr.

Note: The report will need to be Enabled and made accessible to user roles for users to
be able to see and run the report.

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