Aux Reporting

Audience: Administrators and read/write users Edition: Plus, Pro, Premium, and Enterprise

Overview

In order to display multiple reporting relationships, a record must contain a field(s) that indicates the additional manager(s) it should report to. This information must be in the same format as the primary reporting relationship.

• Adding Auxiliary Reporting information to your data
• Mapping Auxiliary Reporting Field to Your Chart
• Conditionally Formatting Aux Boxes

Adding Auxiliary Reporting information to your data

Reporting relationships are established by references to unique identifiers. In the following example, George has a unique identifier of 01 and reports to Jerry, who has a unique identifier of 02

In order to establish a secondary reporting relationship, we must add another field to represent the new information. Below is a screenshot displaying Employees George and Elaine reporting to Jerry, with a new field to indicate that George also reports to Elaine

 

Note

Ensure that the new field is formatted exactly the same as the field indicating the primary reporting relationship. The field can be populated for each employee who has a secondary reporting relationship. Additional fields containing more auxiliary reporting relationships can be added as needed (if somebody has 3 or more managers, for example).

Note

Depending on your data connector, this information may already be available.

For Oracle customers, relevant information can be found under fields beginning with MATRIX_MANAGER.

For ADP customers, this information can be added via a Custom Field.

For connectors where this information is not available, it can be added to a chart through an Append or Merge data source, such as an Append Table or additional spreadsheet.

Mapping Auxiliary Reporting Field to Your Chart

Once a chart contains the underlying data for the additional reporting relationship, the new field must be mapped to OrgChart's internal Auxiliary Supervisor field from the Mapping tab of Chart Settings.

1. To map the field, scroll down to Auxiliary reporting mapping. Select Create Field Map then select Aux Supervisor ID


2. A new field mapping will appear at the bottom of the page. Use the dropdown menu to select the field representing the additional reporting relationship

3. Repeat the process as needed to link all additional reporting relationships, then Save and Refresh

4. The chart will now represent the additional reporting relationship by displaying Employee A underneath their additional manager

 

Conditionally Formatting Aux Boxes

The duplicate box for Employee A is referred to as an "Aux Box" and can be delineated from the primary box by the "isAux" field, which is set to 1 for the first additional box, 2 for the second additional box, and so on.

This derived field can be used within the Rule Editor in the View Rules to apply conditional formatting rules and visually delineate between the boxes. Below is an example that checks isAux, and applies formatting if the value is greater than 0 in order to catch all possible cases.