Keeping track of employee data is a key responsibility of an Awardco Admin. The new and improved Users report gives at-a-glance views into employees that have upcoming birthdays or where most of the workforce is located. This article will explain filters you can apply to narrow down specific data points, and how to interpret the data visualizations provided.
Data Filters
To access the new Users report:
- Access “Admin Settings”
- Click on the “Reports” tab at the top of the screen.
- Find the “Users” reports on the “Featured” tab
- Click “Open”'
Before running the report, apply filters to narrow down your data. Unselected filters default to “Select All.” Available filters include:
- Supervisor
- Country
- Status (Active or Archived)
- Cost Center
- Any Metadata on your user file
- Data Visibility: Filter data based on organizational hierarchy:
- Immediate Reports: View data for direct reports.
- All Reports: Access data for all users in your downline.
- Everyone: See data for the entire organization.
- Peers: Review data for colleagues with the same manager.
If you plan on exporting the Users report, use the drop-down menu on the right to select columns that will appear on your exported .csv file. The column options are as follows:
| Header | Example | Description |
| EMPLOYEE ID* | 54879 | User’s Employee Id |
| FIRST NAME* | Aaron | User’s first name. |
| PREFERRED NAME* | User’s preferred name. | |
| LAST NAME* | Cellier | User’s last name. |
| EMAIL* | aaron.cellier@awardcosupport.com | User’s email. |
| SECONDARY EMAIL | User’s secondary email. | |
| USERNAME | acellier | User’s username. |
| PHONE NUMBER | +12345678910 | User’s phone number |
| LANGUAGE | English | User’s language. |
| HIRE DATE | 09/26/2018 | User’s hire date |
| BIRTH DATE | 05/19 | User’s birth date. |
| COUNTRY | US | User’s country. |
| NOMINATION APPROVAL IDs | 89231; 40123 | Employee Id’s of approvers that would review any nomination submitted by the user through Recognition Classic. |
| NOMINATION APPROVAL NAMES | Adolar Obst ; John Smith | Names of approvers that would review any nomination submitted by the user through Recognition Classic. |
| IS SUPERVISOR | True | This field designates if the user is a supervisor or not; the value will either be True or False. |
| SUPERVISOR ID | 55152 | The employee Id of the user’s supervisor. |
| SUPERVISOR NAME | Jane Doe | The name of the user’s supervisor. |
| STATUS | Active | The employment status of the user; this value will either be Active or Archived. |
| ROLE | Group Manager | The role of the user. |
| CREATED DATE | 05/13/2020 04:01:02 PM | The date the user’s profile was created. |
| ARCHIVED DATE | The date the user’s profile is archived. | |
| PERMISSION GROUPS | Group Manager | The user’s permission group as established by the Roles and Permissions tool. |
| Meta : [value] | Sales | Any metadata value associated with the user. |
*If no column specifications are applied, these columns will load by default.
Once you’ve selected your preferred filters, select “Run the Report” to display the data. If you’d like to export the data in a .csv format, select “Export”. If you’d like to save these search parameters, select “Save View” and enter a name for your saved view. The next time you access the Users report you can access this saved view in the drop-down menu at the top right. If you “star” or favorite a saved view, it will be the default report that loads first and runs automatically. If you'd like a saved view to be sent to your email on a regular cadence, please visit our Sending Scheduled Reports article to find out more on how to configure this option.
Now that you’ve run the report, you’ll see below several data visualizations and graphs. The following sections will explain each graph and help you see employee data at-a-glance.
Key Data Metrics
Right below the data filters you’ll see 3 tiles with the data metrics: Active People, Birthdays This Month, and Anniversaries This Month. The number of archived users will show below the number of active people, and the number of upcoming birthdays and anniversaries will show below the number of birthdays and anniversaries that month.
Users by Role
The bar graph below shows the distribution of users by role. The x-axis displays the name of each role and the y-axis shows the number of users. Use the check boxes to view data for only certain roles.
Summarize By
This section shows a pie chart that summarizes approval data from different filter categories presented in the drop-down menu to the right of the graph title. The initial filter applied here is Roles. Note: Data for Active users will only be shown in all contexts in this summary. Archived Users are not counted for.
Exporting Charts and Graphs
If you'd like to export any chart, graph, or data visualization as a single PNG image, click on the circular icon at the top right of any graph.
Source Data
At the bottom of the page you’ll find the raw data that the data visualizations draw from above. If you were to export the report to a .csv/JSON file, this is the same format you would find. Use the search bar to search for keywords such as employee names, languages, and roles.
If you have any questions, please contact Awardco Admin Support.