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People Insights: Report Catalog

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Who this guide is for: System administrators – Requires ‘System Admin’ role, System Setup permission and an Advanced Analytics licence


Overview:
This guide describes the four primary Advanced Analytics report categories—Planned Leave, Unplanned Leave, Time Recording and Working Locations—and how to navigate them to gain insights from your absence and time data.


How Advanced Analytics Works:


Advanced Analytics delivers interactive Report Packs that cover:

  • Planned Leave: Trends and patterns in scheduled time off
  • Unplanned Leave: Insights into unexpected absences and reasons
  • Time Recording: Analysis of hours logged against activities and teams
  • Working Locations: Visibility of where and when users work remotely or on site
    Each pack runs over your selected time period and lets you filter by leave type, location, team or individual to tailor the data.


How to Access Advanced Analytics Categories:

  1. Log in and ensure you have Advanced Analytics enabled on your account.
  2. In the left-hand menu, click Advanced Analytics.
  3. At the top of the screen, select one of the four categories:
    • Planned Leave
    • Unplanned Leave
    • Time Recording
    • Working Locations
  4. Within each category, use the on-screen tabs or visual components to choose:
    • Breakdown Through Time (calendar heatmaps, monthly charts)
    • Breakdown By Group/Reason/Team (tables and split visuals)
    • Person Details (individual record breakdown)
    • Other context-specific dashboards (e.g. Leavers vs. Non-Leavers, Entitlement Breakdown)
  5. Apply your desired filters (date range, team, country, leave type) using the filter pane.


Additional Information:

  • Report Packs: Collections of linked dashboards navigated via bottom-of-screen tabs.
  • Visuals: Interactive charts or numbers—click to filter all visuals on the page.
  • Metrics: Flexible calculations (e.g. Total Days Off) that adapt to your filters.
  • Filters: Global selectors that shape every Report Pack without persisting across users.
  • Question & Answer Box: Click the Q&A bar to ask plain-language data questions.
  • Requires ‘System Admin’ role, System Setup permission and an Advanced Analytics licence.
  • Warning: Advanced Analytics replaces the standard Manager Dashboard for users granted access.
  • Tip: Grant users only the Report Packs relevant to their role to minimise clutter.
  • Use the search function within the platform to quickly find features or settings.

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