Customizing Web Office Report Center Report Data

Learning Experience Team

July 24, 2020 19:09

Admin: Web Office Admin
Page: Advanced Settings > Report Center
URL: [CLIENTID].admin.directscale.com/#/ReportCenter
Permission: Setup Report Center

Customize the data types available to your Associates in their Report Center.

There are three sections you need to address.

Reports Tree - Toggle Tree types used in the Report Center, and assign them a Display Name.
Fields/Columns - Toggle the column data points, group them, and assign them a Display Name.
KPI - Add the KPI field from your compensation plan to make them available to the Associates in Report Center.

Enabling Reports Trees

On the Report Center page, click the Reports Tree section to expand it.
Toggle on each Tree you want available to report.

This setting makes the Associate’s downline show up on reports.
For each enabled Tree, assign a Display Name.

This name will be available to select as a filter when creating a new report.

Customizing Fields and Columns

Click the Field/Columns section to expand it.

You can collapse the Reports Tree section without losing progress.
Toggle on each data point you want available to report.
Select the checkboxes to opt-in to specific functionality on the Edit Report page.
- Show - The field is an available column in the Columns pop-up. De-select the checkbox to hide the field without deleting its configuration.
- Default - The field is displayed on the initial report before adding columns and filtering.
- Sortable - The field is available to Sort First By using the Sort Order pop-up.
- Comparable - The field is an available filter in the Filters pop-up, allowing users to compare fields to one another.
For each field, assign a Group.

Fields with the same Group name will be grouped when adding a filter.
Assign a Display Name for each field.

Enter a String Key in the field (for example, report_center_first_name). String Keys allow the column names to be translatable to other languages.

Edit the String Key’s text value on the Localization page; if you need to add a new String Key, contact Customer Care.

Adding KPI

Click the KPI section to expand it.

There won’t be anything in this section until you add KPI.
Click the button to add a new data point field.

The Add More KPI pop-up window opens.
In the pop-up, select the data point Key you want to add.

You define KPI Keys in your compensation plan.
Select whether the KPI Type will be a KPI Field or a KPI Field Bool.
Assign a Name.
Assign a Group.
Click ADD.

Saving the Settings

Click the SUBMIT button to save your configuration.

You can now further configure your added KPI in the Field/Columns section.

Allowing the Associate to Export Reports

Admin: Web Office Admin
Page: Advanced Settings > Settings
URL: [CLIENTID].admin.directscale.com/#/Settings
Permission: Setup Settings

Associates have the option to export and download their reports.

To enable/disable this option:

Navigate to Advanced Settings > Settings.
Expand the Report Center section.
Turn on/off the IsAllowExport toggle.
Click SAVE.

Loading a Default Report in Web Office

Admin: Web Office Admin
Page: Advanced Settings > Settings
URL: [CLIENTID].admin.directscale.com/#/Settings
Permission: Setup Settings

When an Associate navigates to their Report Center in Web Office, you have the option for them to either see the following screen or select a report to view:

Or, a default report will load up automatically. The Report Center loads the first report on the left sidebar.

To enable/disable a default report to load:

Navigate to Advanced Settings > Settings.
Expand the Report Center section.
Turn on/off the LoadDefaultReport toggle.
Click SAVE.