Reports give users the flexibility to dig deeper into the data, using slicers to ask questions and make adjustments without Analysts’ support.
For example, you are the Diversity Committee Chair of Law Firm. You have the “Key Client Diversity Analysis – Overall Diversity” report available on your Metrics Dashboard, but you want to see just the Litigation practice data clients. Use the slicers on the right to update the report.
That is a minor change, but depending on a company’s workflow, it can take 1 – 2 days for the request to be completed by the analyst.
Now, you can just simply explore and make that change.
Next, you can see more detail from your filtered results without needing to involve your technical team. Just click on a row in the results list to see specific matters.
How to use Reports
- From Metrics Directory: Click on the link in the directory > click a report link to open.
- From a Diversity Profile: Click on a Party Directory > do a search > click through links.
- From Sharing pages (if enabled for your role): Do a search > click through links.