Reports are pragmatic, simple lists usually produced for in-house informational purposes.
Dynamic reports give a lot of flexibility and can be configured on-the-fly.
Reports: Creation
Click on Dynamic Reports, click on the Fields tab and select (Add) the data fields needed for your report.
Reports: Sorting
Go to the sorting tab. Sort by Gender and Title.
Reports: Grouping
Select the Grouping tab. Select Gender and click on Add Group. Then select Title and click on Add Group. (This will cause the report to be grouped by Gender first, and then Title within the Gender groups.
If you want to limit the records you are reporting use the filter tab. Otherwise proceed to the Summary tab.
Reports: Summary
Click ‘Count’ for each of Report, Gender and Title.
Go to the Format tab. Select desired report shading and title (Header)
Click on Apply.
Reports: Viewing
View the report in the report pane on the right side of the screen. If this is not visible go to the View tab and click on the Report checkbox.
The report should now be visible.
Change the fields, filter or any criteria and re-apply the settings. The report will quickly refresh. In addition the report is sensitive to the selected scope of the org chart. By selecting a person you will see their detail and everyone in their organization. If you select the top of the hierarchy, or do not select any box, the report will include all records in the chart’s database.
Note that when any of the data in the chart’s boxes is changed the report will also change in response.
The report pane also shows options for saving settings, opening a preconfigured set of settings, printing and export to excel and PDF.