Premium Analytics

Premium Analytics is designed for advanced users. It is a wizard that allows advanced users to build operational reports from all available information in EPIM. The information available includes calculations as well as user, participant, assignee, location, issue type, and other field-level information.

Premium Reports

Premium Reports only saves the report settings. The system does not store the report data. Rather, the system pulls the latest information each time that you run the report. Premium Reports contains links to the following types of report settings:

  • My Reports: report settings that you create yourself. When you add report settings, you can decide whether only you can view and run the reports or whether you will share the report settings with others in your organization.
  • Received Reports: report settings that other users have created and shared with you.
  • Preset Reports: report settings that are available to everyone in your organization that has access to Premium Analytics. This includes the Premium Analytics and the Premium Analytics.

 

Custom Fields Report

The Custom Fields report lists all the custom fields that your organization uses and the number of distinct cases in which each custom field is included.

Note: Double quotation marks in custom field names are not allowed by Premium Analytics. If a custom field name contains double quotation marks, the system will remove them from the report.

 

Tiers and Issue Types Report

The Tiers and Issue Types report lists all the tiers that your organization uses and the associated issues types for each tier.

To narrow the results after running the report, select a date range from Show Cases for and then click Submit.

Tips

  • If you select Custom Date Range and then click the calendar icon, click a date in the calendar a first time to select the start date and click a date in the calendar a second time to select the end date.
  • If you select Last Month, Last Quarter, or Last 90 Days, the report will start for that date at the current time. For example, if you run the report on 10/16/12 at 11:14 a.m. for Last Month, the system will set the start date and time as 9/16/12 11:14 a.m.
  • If you want to include all times for a date, select the Custom Date Range.

 

Adding Report Settings

The report wizard allows you to select the specific case information that you want to see in a report. If you do not want to filter information in a specific category, click Next to skip that page and move to the next category.

Note: Your organization may show the case sections and fields in a different order or may exclude certain sections, so the order and number of pages in the instructions may vary from what you see.

  1. From the left navigation menu, select Analytics.
  2. Click + and then choose Premium Analytics.
  3. On the Start page, do the following:
    1. Type a title in Report name.

    Note: If you type a report name using non-English characters, you must have the language pack for those characters installed on your computer. Otherwise, the ToolTip for that report may not appear correctly.

    1. (Optional) Type a description of the report.
    2. (Optional) From Assigned tier, select one or more tiers.
    3. (Optional) If your organization has multiple tiers organized in a parent-child hierarchy, click Click to Select Subsidiaries to automatically include all the child tiers in your selected tier.
    4. (Optional) From Issue type, select one or more issue types.

    Tip: If your organization uses extended issue types, you will see these in the list separated from the issue type by colons. For example, "Theft : Company asset."

    1. Click Next.
  4. (Optional) On the Snapshot page, click Add Filter next to any of the following, select your options, and then click Next.
    • Select the Date opened.
    • Select the Date closed.
    • Select the Last modified date.
    • Select one or more Status options.
    • Select one or more Alert levels.
  5. (Optional) On the General Case Information page, click Add Filter next to any of the following, select your options, and then click Next.
    • From Data privacy, select Yes or No.
    • Select the Received/Reported date.
    • Select the Alleged incident date.
  6. (Optional) On the Case Details page, click Add Filter next to any of the following, type or select your options, and then click Next.

Tip: In the filter boxes, the options for a filter may appear after you type two or more characters.

  • From Organization/Building name, type part of the organization name or building name.
  • Select one or more Intake method options.
  • From Reporter's location, type part of the address.
  • Type part of the City name.
  • From State/Province, type part of the state or province.
  • From ZIP/Postal code, type part of the ZIP code or postal code.
  • Type part of the Country/Territory name.
  • If your organization uses Location Information, type part of the information one or more custom location filters.
  • From Is the reporter an employee?, select Yes or No.
  • Type the Reporter first name, the Reporter last name, or both.
  • Select the Date entered, the Legacy date closed, or both.
  • If your organization uses custom fields, select information for one or more of these fields.
  1. (Optional) On the Synopsis page, click Add Filter next to any of the following, select your options, and then click Next.
    • Select a Primary outcome and up to three Secondary outcomes.
    • If your organization uses the EEO/AA feature, select one or more primary Allegation, Allegation 2, and Allegation 3 options.
    • If your organization uses custom fields, select information for one or more of these fields.
  2. (Optional) On the Participants page, click Add Filter next to any of the following, type or select your options, and then click Next.
    • Type the First name, the Last name, or both.
    • From Relationship to organization, select one or more options.
    • If your organization has HRIS integration, type the Participant HRID number.
    • From Role in this case, select one or more options.
    • Select one or more Primary result, Secondary result 1, and Secondary result 2 options.
  3. On the Choose Columns page, select the focus of the report in the Report On dropdown, then select up to 35 fields that you want to include in the report. Click Next.

Note: Case Number is always included as one of the columns in a report.

  • If you select a note field, all notes for that case and field are prefixed with the date and the name of the user who recorded the note.
  • If your organization uses multiple custom fields with the same name, the name of the duplicate columns names will be indicated with a number after the column heading in the report. For example, Custom Field, Custom Field (1), Custom Field (2), etc.
  1. Preview the report.

Note: The preview of the report settings only shows the top 100 results. To view the details of a case, save and run the report. You cannot save the sort order of the results.

  1. Click Save.

 

Running Saved Reports

If your access rights, such as which tiers you can view, change between the time that you added the report settings and the time that you run the report, you may not see all the tiers, sections, and columns that you originally selected for the report.

  1. From the Analytics tab, click the name of the report you want to run or click the Run icon..

Tip: If you see a message telling you that only the top results are shown, you may edit the report settings to narrow the results or schedule the report instead.

  1. Click a Case Number to view the details of that case.
  2. Click the Back button in the browser to return to the report.

 

Adding Custom Columns to Reports

Advanced users can add custom columns to their reports.

  1. After running a saved report, click Formula.
  2. From Formula Column, click Formula Help for information about the functions and operators you can use.
  3. Click Close.
  4. Fill out the Formula Column information.
  5. Click Add to add the new column to the existing table.
  6. Click Save or Save As.

 

Hiding Columns in Reports

  1. After running a saved report, click the settings icon next to Table.
  2. From Columns, clear the columns that you want to hide.
  3. Click OK.
  4. Click Save or Save As.

 

Changing the Sort Order of Columns

  1. After running a saved report, click the settings icon next to Table.
  2. Click Sort.
  3. From Data Column, select the column that you want to sort.
  4. From Order Direction, select Ascending to order the rows from A to Z or Descending to order the rows from Z to A.
  5. Click Add.
  6. Repeat steps 2 through 4 for each column that you want to sort.
  7. Click Save or Save As.

 

Filtering Report Information

To narrow your report results to more specific information, follow these steps.

  1. After running a saved report, click Filter.
  2. From Filter Column, select the column that you want to filter.
  3. From Comparison, select one of the following:
    • = for an exact match
    • < for values that are less than the typed value or that come before it
    • <= for values that are less than or equal to the typed value
    • >= for values that are greater than or equal to the typed value
    • > for values that are greater than the typed value or that come after it
    • Not = to exclude exact matches (that is, everything but the typed value)
    • In List to include what is in the list based on typed value
    • Not In List to exclude what is in the list based on typed value
    • Starts With for information that begins with the typed value
    • Contains for information that contains the typed value
    • Not Starts With for values that do not start with typed value
    • Not Contains for values that do not contain the typed value
  4. Click Add.
  5. Repeat steps 2 through 4 for each column that you want to filter.
  6. Click Save or Save As.

Additionally, you can filter directly in the report table itself by clicking the column name and selecting the filter there. The filter options include the following:

  • Sort A-Z

    Sort Z-A

  • Filter

  • Aggregate

  • Format

  • Hide Column

  • Merge Duplicate Cells

 

 

Report Example: Filtering Out Zeros and Blanks from Columns

After running a report, if you want to eliminate all the cases where a particular column contains zeros or no information, follow these steps.

Note: The system does not distinguish between columns containing zeros and columns that do not contain information.

  1. From the report, click Filter.
  2. From Filter Column, select the column that contains zeros or no information. For example, select the Included In Distinct Cases column in the Custom Fields report or select the Total Occurrences column in the Tiers and Issue Types report.
  3. From Comparison, select <>.
  4. In Value, type 0.
  5. Click Add.
  6. Click Save or Save As.

 

Grouping Report Information

  1. After running a saved report, click the settings icon next to Table.
  2. Click Group.
  3. From Grouping Column, select the column by which you want to group the report information.
  4. Click Add.
  5. Repeat steps 2 and 3 for each column by which you want to group the information within the first group.
  6. (Optional) Select Exclude Details Rows to hide the information following the groups.
  7. Click Save or Save As.

Report Example: Grouping Cases by Primary Issue

  1. After running a saved report that includes primary issues, click the settings icon next to Table.
  2. Click Group.
  3. From Grouping Column, select Primary Issue.
  4. Click Add.
  5. Click Save or Save As.

Report Example: Custom Issue Type Groupings

The following procedure is an example of how to create a report that groups multiple issue types in a single issue type grouping:

  1. Go to Analytics > Premium Analytics (tab) and click Add to create a new report.
  2. Enter a Report Name, Report description (optional), and select an Assigned tier (you can select multiple tiers).
  3. Include the following Issue Types: Accounting and Auditing Matters, Discrimination or Harassment, Embezzlement, and Theft.
  4. Click Next.
  5. Click Choose Columns in the left menu and select he checkboxes for Primary Issue, Received/Reported Date, Assigned Tier, Alert, and Status. Click Next to save changes and view a preview report.
  6. Click the Formula button.
  7. Enter the Name of the column you want to add from the formula (for example, My Issue Type).
  8. In the Formula field, copy and paste the formula below. If you have a lot of categories to create, edit the formula outside of Premium Analytics in a text editor, then paste it into this field. Be sure not to add any “returns” to the formula or it will break:

    • IIF([Primary Issue] = "Embezzlement" OR [Primary Issue] = "Accounting and Auditing Matters" ,"My Finance Issues", "") + IIF([Primary Issue] = "Discrimination or Harassment" OR [Primary Issue] = "Theft" ,"My HR Issues", "")

  9. Click the Data Type dropdown and select Text.
  10. Click Add.
  11. Click Save.
  12. When you return to the Premium Reports page, click Run to run the report once to make sure the correct Primary Issues are falling into the correct “My Issue Type” categories.

The first part of the formula looks for "Embezzlement" or "Accounting and Auditing Matters” and if it sees them, it displays the words “My Finance Issues”.

The second part of the formula looks for “Discrimination or Harassment” or “Theft” and if it sees them, it displays the words “My HR Issues”.

It displays this as a column named “My issue Type” with data type “text”.

 

Totaling or Aggregating Report Information

Totals and other aggregates appear at the top of the report and, if you have also grouped the report information, at the beginning of each section.

  1. After running a saved report, click the settings icon next to Table.
  2. Click Aggregate.
  3. From Data Column, select the column that you want to total or otherwise aggregate.
  4. From Aggregate Function, select one of the following:
    • Sum
    • Average
    • Standard Deviation
    • Count
    • Distinct Count
    • Minimum: If the column contains words, this shows the first item alphabetically.
    • Maximum: If the column contains words, this shows the last item alphabetically.

Note: You can only select Sum, Average, or Standard Deviation for columns that contain numeric information.

  1. Click Add.

  2. Repeat steps 2 through 4 for each column that you want to total or aggregate.
  3. Click Save or Save As.

Report Example: Totaling the Number of Cases

  1. After running a saved report that includes case numbers, click the settings icon next to Table.
  2. Click Aggregate.
  3.  From Data Column, select Case Number.
  4.  From Aggregate Function, select Count.
  5.  Click Add.
  6. Click Save or Save As.

Report Example: Totaling the Number of Cases

  1. After running a saved report that includes case numbers, click the settings icon next to Table.
  2. Click Aggregate.
  3.  From Data Column, select Case Number.
  4.  From Aggregate Function, select Count.
  5.  Click Add.
  6. Click Save or Save As.

Adding Charts to Reports

Note: Charts are not available for the Custom Fields report and may not be available for some reports that you create or receive, depending on the type of information included in them.

To add a chart to the bottom of the report, follow these steps:

  1. After running a saved report, click Add Chart.
  2. From the chart, you can change the chart by clcking any of the following:
    • Pie
    • Bar
    • Line
    • Curved Line
    • Scatter Plot
  3. Select the columns, aggregation type, and any other options for the chart.
  4. Repeat steps 2 through 3 for each type of chart that you want to add to the report.
  5. Click Save or Save As.

 

Report Example: Creating Percentage Pie Charts for Cases by Primary Issue

  1. After running a saved report that includes case numbers and primary issues, add a total for the number of cases.
    1. Click the settings icon next to Table.
    2. Click Aggregate.
    3. From Data Column, select Case Number.
    4. From Aggregate Function, select Count.
    5. Click Add.
  2. Using the resulting case count, create a formula to calculate the percentage per line.
    1. Click Formula.
    2. In Name, type Case Percentage.
    3. In Formula, type 100 divided by the number of cases shown in the Table as the Count in this format 100/[count]. For example, 100/20000.
    4. From Date Type, select Number.
    5. Click Add.
  3. Using the Case Percentage, create a pie chart.
    1. Click Add Chart.
    2. Click Pie.
    3. From Label Column, select Primary Issue.
    4. From Data Column, select Case Percentage.
    5. From Data Aggregation, select Sum.
  4. To view the resulting chart, scroll down to Pie Chart - Sum of Case Percentage by Primary Issue and move the pointer over a label to see the percentage.
  5. To resize the pie chart, drag the lower right edge of the chart.

Note: Chart resizing is temporary. You will need to resize the chart the next time you run the report.

  1. To move the pie chart, move the point over the pie chart label and drag the chart.
  2. Click Save or Save As.

Tip: You can save, print, or send an image of the pie chart as an email attachment by right-clicking the chart and selecting the corresponding option. The image of the chart will include the labels, but not the percentages.

 

Adding Crosstabs or Pivot Tables to Reports

  1. After running a saved report, click Add Crosstab.
  2. Select an option for each of the following fields:
    • Header Values Column
    • Label Values Column
    • Aggregate Values Column
    • Aggregate Function
  3. Repeat steps 1 and 2 for each pivot table that you want to add to the report.
  4. Click Save or Save As.

 

Changing the Number of Rows per Page

  1. After running a saved report, click Paging.
  2. Select the number of Rows per Page that you want to see.
  3. Click OK.
  4. Click Save or Save As.

 

Exporting Reports to Excel or CSV

  1. Run a saved report.
  2. From Export in the upper right-hand corner of the Table, click Excel or CSV.

Note: Large reports may take a minute or longer to open in Microsoft Office Excel.

  1. Follow the onscreen instructions to open or save the report.

 

Exporting Reports to PDF

  1. Run a saved report.
  2. From Export in the upper right-hand corner of the Table, click PDF.
  3. After the PDF opens, you can download or print it.

 

Editing Saved Reports

You can only edit the report settings that you create or receive. You cannot edit Preset Reports.

  1. From one of the Premium Analytics reports, to edit.
  2. Make your changes to the existing report settings, clicking Next > when necessary. For more information, see Premium Analytics.
  3. Click Save.

 

Saving Copies of Reports

Use the Save As button to make a copy of a saved report that you created or received. The system saves the copy of the report in the My Reports section. You cannot save copies of Preset Reports.

  1. Run a saved report.
  2. (Optional) Make changes to the existing report settings.
  3. Click Save As.
  4. Type a new name for the report settings, and then click OK.

 

Sending Copies of Saved Reports

You can only send a copy of report settings that you create. If you send a copy of report settings to a user more than once, only the latest copy of the report settings is retained.

Note: Recipients may see different information, depending on their access rights.

  1. From the Actions column of the report, click the Send icon. .
  2. The Send a Copy window displays.
  3. From the Users column, select the users.
  4. Click the top arrow to move the users to the Send a copy to column.
  5. Click Send a Copy. The system will send a copy of the report settings to the Received Reports section for the selected users.

 

Scheduling Reports

You can only add a schedule for report settings that you create.

Important: This feature sends the actual report to the recipient, which is based on your access rights, rather than the report settings, which are based on the recipient's access rights. Before scheduling a report, make sure that the recipient is not named in a case and will not be receiving confidential information. If you are unsure, send the report settings instead.

  1. From the Actions column of the report, click the Schedule icon.
  2. The Schedule window displays.
  3. From Schedule, select how often you want to run the report, and then select the options, if applicable, for that frequency.
    • Once
    • Daily: Type the number of days between reports.
    • Weekly: Type the number of weeks between reports, and then select the days of the week on which you want the report to run.
    • Monthly: Select the day in the month or the week of the month and day of the week, and then select the months of the year on which you want the report to run.
    • Run now
  4. If you selected Once, Daily, Weekly, or Monthly, type or select the Start time in 24-hour HH:mm format.

Note: This is the time that the report will be queued to run, not the time that the report will finish running.

  1. If you selected Once, type or select the Run on date in mm/dd/yyyy format.
  2. If you selected Daily, Weekly, or Monthly, type or select the Start date in mm/dd/yyyy format.
  3. If you want a recurring schedule to stop at some point, select End date and then type or select the date in mm/dd/yyyy format.
  4. Click Next.
  5. In the To box, type the email addresses for the report recipients. Separate multiple email addresses by commas or semi-colons. There is a maximum of 200 characters.
  6. In the Subject box, type a subject for the email message. For example, Daily HR Report. There is a maximum of 75 characters.
  7. (Optional) In the Message box, explain this report to the recipients. There is a maximum of 1000 characters.
  8. From Format, select how you want the system to deliver this report.
    • Adobe Acrobat Document (*.pdf)
    • Comma Separated Values File (*.csv)
    • Excel Worksheet (*.xls)
    • Excel Workshett 2007 (*.xlsx)

Note: If a field contains more than 32,000 characters, you cannot export the information in the Excel Worksheet format. This is a limitation of Microsoft Office Excel.

  1. Click Save.

 

Editing Report Schedules

Use the Edit Schedule button to change when the system sends reports or to add or remove recipients.

  1. From the Actions column of the report, click the Is Scheduled icon. The Schedule window displays.
  2. (Optional) Make changes to the schedule.
  3. Click Next.
  4. (Optional) Make changes to the email addresses, subject, message, or format.
  5. Click Save.

 

Deleting Report Schedules

  1. From the Actions column of the report, click the Is Scheduled icon. tab, click the Premium Analytics tab. The Schedule window displays.
  2. From Schedule, click Delete.

 

Deleting Saved Reports

Note: You can only delete the reports that you create or receive. You cannot delete Preset Reports.

  1. From the Actions column of the report, click
  2. Select Delete to confirm.

 

Disable Scheduler

Scheduler can be disabled by NAVEX Customer Support. This will hide the Schedule option from all Premium Analytics reports. Existing scheduled reports are preserved and will still be sent.