OrgPlus Panels

OrgPlus includes a number of panels to help you navigate, search and analyze your organizational charts. These features are available only in OrgPlus Standard and Professional.

·         The Reports panel enables you to create and view both static and dynamic reports based on your underlying chart data.

·         The Directory panel provides a tabular list of information based on the underlying chart data.

·         The Profile panel enables you to display additional information about a chart box without cluttering the chart. For example, an employee photo or pager number can be viewed without adding those fields to each box.

·         The Tree panel provides an alternate way to view, reorganize, add, change, or delete chart records.

·         The Search panel allows you to search charts for all records that meet a set of criteria. The Search panel is useful for orphan management, succession planning, and data mining.

·         The Comments panel allows you to quickly view and edit all comments associated with a particular chart. 

·         The Summary panel enables you to define summary calculations to be performed on formula fields and display the totals.

In this book:

Working with Reports

Working with Directories

Working with Profiles

Working with Trees

Searching Charts

Viewing Summary Information

Working with Comments