Top.Mail.Ru

Advanced UnSpot Plan from $100 $50 for Your Company Fix this Price

Promo deadline:
Help center / Administration / People management / Subordination in analytics and reports

Subordination in analytics and reports

The circle of people a manager sees in analytics and in reports is the same one — the ordinary circle of subordinates that applies everywhere else in the product. On the By office tab the employee filter starts with the By subordinates option, and nested departments where the manager is not assigned are not part of that circle. This article explains which circle stands behind analytics and behind each report, how the department filter works and what to do when a report comes back empty.

Which circle of people applies in analytics and reports

The circle of subordinates is the people you hold through the Subordinates list, a team, the Manager field in their profile, or as the manager of their department. Details: Employee subordination: overview.

SectionWho it shows
ReportsYour subordinates and you
Analytics, the By office tabYour subordinates and you. Without the All users option, nested departments where you are not the manager are not part of the circle
Analytics, the By employee tabYour subordinates and you
Analytics, the By employees tabYour subordinates and you — the same circle; the tab itself requires an administrative role

In numbers: a division has 6 employees of its own and 52 in nested departments. A division manager who is not assigned as the manager of the nested departments sees, on the By office tab, statistics for the same six who appear in their History of Office Visits report and whose bookings they can cancel. The other 52 appear neither in analytics nor in reports — even if a nested department is picked with the By department option. To bring them into the circle, make the manager the manager of those departments in the org structure, or add the people as a list or a team or through the Manager field in their profiles.

How the department filter works

The filters of the By office tab live in the Build analytics dialog. There are two of them and they mean different things: By resources selects places assigned to a department, By employees selects people. They are different dimensions of the same screen.

When the tab opens, the By employees filter is set to By subordinates: the system assembles the circle itself, and it matches the circle of subordinates in reports. No department is substituted automatically — if you need analytics for a specific department, pick it by hand with the By department option.

What the filter offers:

  • a department manager without the “All users” option gets By subordinates, By department (in the tree only their departments together with the nested ones are active) and By team if they have teams; By office is unavailable;
  • holders of the “All users” option can pick any departments, groups and offices.

Selecting a department in the filter — in analytics and in reports alike — always includes every nested department; there is no need to tick them separately. For a manager without the “All users” option, however, the selection is intersected with the circle of subordinates: employees of a nested department where they are not the manager are not counted.

Note that the filter restrictions repeat the access rule on the server: even a department picked by hand does not widen the circle beyond the subordinates. The By office tab shows depersonalised figures and discloses no personal data.

Analytics and reports: one circle, different purposes

Analytics answers the question “how is the office used”: how many places are occupied, how attendance is distributed. You cannot manage people from those figures. The circle of people is the same as in reports — analytics has no wider coverage.

If a division manager does not see activity from a nested department in analytics, those people are not part of their circle of subordinates — and they will not find them in reports, schedules or bookings either.

The By office tab opens by having subordinates, not by administrative role: it is visible to any employee who has at least one subordinate or holds the “All users” option. The Reports and By employee tabs are open to everyone, while On the map, Meeting Rooms, By desks and Tariff require an administrative role (each tab has its own set of roles) and will not open for a department manager. The By employees tab is shown to a Super Administrator, an Office manager and an Integrations Administrator (the other administrative roles can open the page by its direct address); a manager without an administrative role cannot open it, and the circle of people inside it is the same circle of subordinates. See By employees analytics: overview.

The circle of people in each report

Reports live in Analytics → Reports and are arranged in five groups. The rule is simple: reports about people and bookings show your subordinates and yourself, while the administrator action histories are opened by role and do not apply the circle at all.

GroupReportsWho can open them and who they show
Work ScheduleEmployees’ work schedule; Work schedule change history; Attendance Report; Attendance Report (detailed)Every employee; your subordinates and you
BookingsBookings — Desks / Parking places / Meeting rooms; the three Booking time reports; Booking costs — Meeting rooms (external)Every employee; your subordinates and you
Bookings historyBooking history for desks, parking, meeting rooms, guest bookings and LockerEvery employee; your subordinates and you
User Action HistoryPass request history — everyone; History of Report Downloads and History of Office Visits (PACS) — administrative roles, circle still applies; History of Logins — administrative roles, no circleSee the description
Administrator Action HistoryUser management history; History of Integration Management; History of Adding and Removing Locations (Desks, Parking, POI)Super Administrator and Office manager, plus the matching specialised administrator; the circle is not applied

There are no reports that would count subordinates by a formula of their own: all three booking reports — meeting rooms and parking included — use the common circle. In every report limited by the circle, you are always part of the selection.

How to find out who changed subordination and when

The User management history report in the Administrator Action History group answers this — with one caveat. It records changes to the Manager field, the department, the role and the “All users” option, but edits to the Subordinates list and the Teams block never reach the log.

Two columns are not obvious. The changed-fields column lists technical field names: subordination is covered by manager (the Manager field), orgDepartment (the department), manageAllUsers (the “All users” option) and role. The action-source column shows where the change came from: admin for a person editing in the console, sync for a directory exchange, scim, oauth2 for an OpenID Connect sign-in and csv_import for a file import.

For one specific person it is quicker to open the report from their profile: the change history button opens it with the filter already applied.

What to do when the figures do not match

SymptomCauseWhat to do
Employees of nested departments are missing from analyticsWithout the “All users” option analytics counts direct subordinates; employees of nested departments where you are not the manager are not part of the circleMake yourself the manager of those departments in the org structure, or add the employees as a list, as a team or through the Manager field
A child department was picked with By department — there is no dataThe department is active in the tree as a descendant of yours, but its employees are not part of your circle of subordinatesMake yourself the manager of that department in the org structure
A report has no By employees filterYou have no subordinates and no “All users” optionCheck the subordination settings in your profile
The By team option is inactiveNo team has been given to youAssign a team in the manager’s profile
A booking report is emptyYou and your subordinates have no bookings of that type for the selected periodWiden the period or check the composition of your circle
The By office tab is not shownThe employee has no subordinates at all — not through a list, the Manager field, a team or as a department manager — and no “All users” option; an administrative role alone does not grant accessMake them the manager of a department or change the subordination setting
Some options of the employee filter are inactiveWithout the “All users” option By department is available to a department manager only, By team only when teams are assigned, and By office is unavailableEvery option is available to holders of the “All users” option

Frequently asked questions

Are employee names visible in analytics?

Not on the By office tab — the statistics there are depersonalised. Personal data appears in reports and on the By employee and By employees tabs (the latter is open to administrative roles only), and all of them are limited by the circle of subordinates.

A division manager sees analytics for nested departments. Is that correct?

Only if they are assigned as the manager of those departments, or their employees are given to them as a list, a team or through the Manager field. Nested departments do not enter the circle automatically: analytics counts the same circle of subordinates as reports.

Can a manager be limited to their own department in analytics?

No separate setting is needed: without the “All users” option analytics already counts the manager’s direct subordinates only. Employees of nested departments appear in it only when they are part of the circle of subordinates.

Why does an employee not see the analytics tab?

The Reports and By employee tabs are open to everyone. By office appears for any employee who has at least one subordinate or holds the “All users” option; an administrative role alone does not open it — a Super Administrator needs subordinates too. By employees is shown to a Super Administrator, an Office manager and an Integrations Administrator (the other administrative roles reach it by its direct address); a manager without an administrative role cannot open it. The remaining tabs require an administrative role (each tab has its own set of roles).

Does the “All users” option affect reports?

Yes, it removes the circle limit in every report that has one. It does not affect the administrator action histories — those are decided by role.

Leave a request for a call and we will contact you

Loading