We’ve redesigned our Resource - Overview report to give you a more comprehensive and accurate understanding of resourcing and performance for both individual contributors and teams. The metrics are curated specifically through the teammate and team lens, ensuring that only relevant data is considered.
New Features
The following elements of the overview report are new:
Under the 'Resource Trends' chart, we have expanded to include Base FTE and Available FTE (previously it only displayed Available, Overtime and Temps FTE figures:
We have expanded the Leave Chart to cover both planned leave and unplanned leave:
We have split out the reporting on Overtime and Temps into their own separate charts, allowing for more targeted filtering:
The new Employment Type, By Date' chart trends FTE over time by Full-time, Part-time and Temps - providing more than a point-in-time summary of your employment breakdown:
The FTE table allows you to quickly review metrics at the level of the organizational tree that report up to the team/department you have selected to run the report for - with the enhanced interactivity (outlined below), if you wish to drill-down onto a specific team or department within the table, you simply need to click on it:
New Functionality
We have added the following functionality to make analyzing the report much easier and quicker:
Ability to add a filter
You'll now see an 'Add Filter' option towards the top of the report (next to the date-range selector). It is through this feature that you are able to cut the report to any relevant filter you like.
For the Resources - Overview report, the following filters can be applied to the entire report:
You can apply multiple filters too by simply continuing to add filters via the 'Add filter' button, in the example below, the report has been filtered to display metrics limited to only full-time employees in the 'North America' team:
Configure chart
The 'configure-chart' option allows you to group by and in some cases sort highest/lowest first. This can be accessed by clicking the following icon which appears in the top-right of any relevant charts:
The Organizational Unit filter when selected will immediately toggle the report from an aggregate view of the relevant resource metric to a breakdown by each team that report up to the particular org unit you are viewing.
It can be accessed by clicking on the 'Cog' button and selecting the appropriate options from the drop-down menus, the screenshot below illustrates selecting a view of the Temps Chart by Organization Unit, then sorting by highest to lowest:
Leading to the chart updating from this...
to this...
Interactive (clickable) charts
You can now click on a chart element to filter the report with more granularity. The interactive nature of the charts allow you to analyze results in greater detail at the click of a button.
Please don't hesitate to provide feedback and ideas for future enhancements!