Reporting 2.0 - Aliasing

Aliasing lets you create reports with Manager, Indirect Manager, and Successor and Incumbent data that goes beyond simply the manager's name, email, and user ID. These user relationships are added as aliases so that you can pull in other user fields for them, such as the User Address of the manager or indirect manager.

Note: Successor custom fields continue to follow Successor custom field availability, and Incumbent custom fields continue to follow User custom field availability.

To access Reporting 2.0, go to Reports > Reporting 2.0.

How to Use Aliasing

With the Aliasing feature, you will see the following sections under the User section:

  • Manager
  • Indirect Manager

In addition, users with Succession will now see the following new field groups:

  • Incumbent
  • Successor

The Manager and Indirect Manager sections will only include fields from the User Identifier section. The Incumbent and Successor sections will contain all standard and custom User fields.

When you add fields from these sections, the data will automatically apply to users who are identified for these sections. For example, if you would like the names and email addresses of all managers, you can add fields such as User Full Name and User Email from the User Identifier section. Since these fields are within the overall Manager section, they will only return results for users who are Managers.

In addition, the following fields are being removed from the User > User Identifier field group since the fields are now available in the Manager section:

  • User Manager Email
  • User Manager First Name
  • User Manager ID
  • User Manager Last Name
  • User Manager Name

Important Data Migration Note: If you had reports in Reporting 2.0 prior to the October '18 release that included any of the old fields listed above, those reports will need to be manually edited to add the new manager alias fields.

Permission Considerations

Aliasing will obey Reporting - Core - User permissions. For example, if someone does not have the Reporting - Core - User Identifier - Manage permission, they would not see the User > User Identifier section or the User > Manager > User Identifier section.