View an organizational hierarchy report
Organizational hierarchy reports present the data you request broken down by increasingly granular levels of detail revealed as you drill further down into the hierarchy.
- In the navigation bar, click Reports > Personnel Reports.
- On the Personnel Reports screen, find the report that you want to create and click the corresponding By Organizational Hierarchy link.
The screen refreshes and displays the same data as found in the Summary report, but with the data broken down by both category and hierarchy.
- On the By Organizational Hierarchy screen, do any combination of the following:
- Click Print to print a copy of the report.
- Click Export to export either a summary or the complete report to a .csv file.
- Click Show Selection Summary to view the criteria used to select which users to include in the report.
- Click View list to open a screen that displays details for the users included in the report.
- In the Other Views section, click Summary to view the report without the data broken out into individual distribution lists.
- In the Other Reports field, click
to select a different report. Click Run report to view it.