PiiQ offers great reporting for your organization, but sometimes you need to break that data down. Tags are used to categorize your people's information, which comes in handy when you are looking to pull reports on certain users.
Admin can create Tag categories from Settings> Performance Settings> Tags, and view full instructions from our Tags article.
Recommended Tags
- Departments
- Locations/Regions
- Manager vs End-User
- Leadership Level
- New Hires
- Probational Users
How to Run Reports with Tags
Once your tags are created and added to your users' profiles, you are ready to start running advanced reports!
Learning
All Learning Reports offer the option to filter the data:
One option being a Tags filters:
Search for specific Tags depending on the data you are looking to report on:
Then select the desired Tags to narrowed down your reporting to exactly what you are looking for:
Performance
9-Box accessed from Insights> 9-Box:
To add tags for advanced performance reporting, select "More Filters...":
Choose how to narrow down your results (i.e. all Client Support department members in London):
Selections auto-save, so when you close the pop-out window you will see your filtered results:
You can see above the decrease in plotted employees!
Check-ins Insights accessed from Insights> Check-ins Insights:
To add tags for advanced performance reporting, select "More Filters...":
Choose how to narrow down your results (i.e. all Client Support department members located in London):
Selections auto-save, so when you close the pop-out window you will see your filtered results:
You can see above the Check-ins narrowed down to 7 from an initial 58!