Teamflect's suite of reports is a powerful tool designed to provide deep insights into various aspects of your organization's performance and operations. Synced seamlessly with Power BI, these reports offer a wealth of data and analytics tailored to your specific needs and the modules you've implemented within Teamflect. In this guide, we'll delve into the diverse range of reports available, detailing their functionalities and how you can leverage them to drive informed decision-making and enhance organizational effectiveness.
Understanding Data Refresh Rates: Teamflect's reports are regularly updated, with data refreshed approximately every 3β5 hours. While this ensures that you have access to timely insights, it's important to note that the reports may not always reflect real-time data due to the refresh intervals.
Exporting Data: Need to analyze data further or share it with stakeholders? Teamflect allows you to export report data effortlessly. Simply hover over the desired report, locate the ellipsis menu at the corner, and select "Export data" to generate an Excel sheet containing raw data for your analysis or sharing purposes.
Access Requirements: Access to Teamflect reports is contingent upon user roles within the organization. Users must hold one of the following roles: Global Administrator, Scoped Administrator, or Report Reader to access reports in the Admin Center of Teamflect.
Filtering Options: When utilizing Teamflect reports to glean insights and drive informed decision-making, understanding the available filtering options is paramount. These options allow users to customize their analysis based on specific criteria, ensuring that the data presented is relevant and actionable. While the filtering options may vary depending on the report being accessed, several common options are typically available across most reports:
Date (Quarterly or custom)
User Name (Assignee, Reviewer, Reviewee, Creator, etc.)
Department
Location
Country
Custom attributes (if any)
Job title
Template and Cycle (For Reviews, Surveys, and Feedback modules)
Question
Status
Visibility
Labels
Exploring the Report Sections
Overview:
Reports for Users:
1-on-1s:
Goals:
Tasks:
Recognitions:
Reviews:
Surveys:
Feedback:
Notes:
By mastering Teamflect's diverse range of reports, you'll gain invaluable insights into various aspects of your organization's performance and engagement. Whether it's tracking progress towards strategic goals, optimizing task management processes, or fostering a culture of recognition and feedback, Teamflect reports empower you with the actionable data needed to drive organizational success. For further assistance or inquiries, refer to our comprehensive documentation or reach out to our dedicated support team.