#1 How can I accurately capture complicated reporting lines?

The issue under analysis here is that of complex reporting lines.

This is one of a series of articles on solving common data issues derived from in-house experience of Consulting projects using OrgVue

The following schematic identifies common scenarios, the table below gives indicative solutions:


Fig. 5 common reporting line complexities Resolution
1 Matrix / dotted line reporting Use multiple parent IDs and switch between them
2 Multiple hierarchies (e.g. employee and cost centre) Tag the parent of the 2nd hierarchy with parent:secondary_id
3 Frequent changes (graduate scheme, rotation, restructuring) Link to performance data and consider setting a baseline
4 Out of directorate/location reporting Decide which entity to report on consistently and footnote it
5 “Pooled” reporting, shift working Allocate a principal manager and use comments to add detail

For further detail on the topics here, please consult the articles available via this link.

If you have any additional queries arising from the above, please select the Submit A Request link from the top right of this screen to contact OrgVue Support

This article was authored by Ben Marshall from the OrgVue Consulting team


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