Essential Reporting gives you a quick, high-level view of the workforce on your projects. This article explains how to open the report, choose what it covers, and read the results.
Prefer to watch? Watch the Essential reporting video for a short walkthrough.
Essential Reporting is available to:
The Reports menu, showing the Essential option
At the top of the page is the Report Scope panel. Use it to decide which data the charts show.
The Report Scope panel
|
Setting |
What it does |
|
Period |
Set a Start and End date to choose the time period you want to report on. |
|
Project(s) |
Choose All Projects, or pick an individual project to see its data on its own. |
|
Benchmarks (optional) |
Compare your data against a benchmark: Prior year, Industry or Population. |
When you are happy with your choices, select Apply. To reset everything and start again, select Clear All.
Choosing All Projects or a single project
Choosing a benchmark
Each chart gives a high-level view of one characteristic, across the projects and period you selected. Charts are grouped into four sections:
Demographic charts, including Gender and
Orientation and gender identity
Each chart includes data quality measures, so you can see how much confidence to place in the figures. To see them, hover over a bar. You will see:
Hovering over a bar shows its reliability and likely range
The reliability rating works like a confidence interval. It takes two things into account:
You can see both numbers in the bottom right-hand corner of each chart:
|
Symbol |
Meaning |
|
N (capital) |
Population: the total number of roles |
|
n (lower case) |
Sample: the number of people who completed the survey |
N and n shown in the bottom right-hand corner of a chart
All the data in Essential
Reporting is anonymised. We use differential privacy and other privacy
technologies to do this.
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