About Manager Reporting

Use Manager Reporting to provide managers with access to In-app Reports.

Manager Reporting combines the power of Segments with Automations to seamlessly enable your managers to access and run In-app Reports that only includes data for users who are their direct reports.

To provide access to the In-app reports, you assign users to managers in the User File by adding the manager's ID to the ManagerUniqueID field for each user.  Then, once the feature is enabled the system will automatically:

• Create a Segment for the manager and add the manager's direct reports to the Segment.  The naming convention for Segments will be Manager Segment - [manager name].  
• Grant Segment level reporting permission to the manager and make the Reporting menu available. Manager's will not be able to schedule reports.
• Ensure all reports available to the manager only include data for the manager's direct reports. 

Segments and Automation rules created by this feature are backend processes and will not be available to view or edit in Degreed Admin.

Managers can use the data to evaluate the learning activities of their direct reports. For example, managers can gain insight into their users' career goals or interests, or determine if their direct reports are completing assigned content.

About Available Reports

All users with at least one direct report will have access to In-app Reporting, and there is no minimum number of reports that must be available to the user to gain access.

The following reports are summary level reports and do not include data for specific users. These reports will not be available for Manager Reporting.  All other reports are available. 

• Search (Summary)
• Content View (Summary)
• Pathway (Summary by Pathway)
• Plan (Summary by Plan)
• Assignments (Summary by Assignment)
• Skill (Summary by Skill)
• Opportunities View Data (Summary)
• Published Opportunities (Summary)
• Skill Coach (Overall Summary)

To Use Manager Reporting

1. Ensure your organization has In-app Reporting enabled.
2. Ensure your organization has Segments enabled.
3. Ensure your organization has CreateManagerSegments enabled.
4. In the User File, add the manager's unique ID to the ManagerUniqueID field for each user, and upload the file.
   
   Leave the ManagerUniqueID field blank for any user you do not want included in report results. Additionally, anonymized users will display as "anonymized" in the reports.

The manager is automatically granted access to the In-app reports and can run reports that only  includes data for their direct reports.