Ahead of some major improvements to our Reports, we have implemented a new top level people field named 'Unit'.
The 'Unit' data field
The Unit field sits alongside the existing three top level people entries 'Team', 'Location' and 'Department', providing you with four main ways to categorise your people data. These four fields provide the default filters for reporting data and viewing your survey analysis. Important to this, the fields are used for managing how you share reports with line managers.
We understand that 'Team', 'Location', 'Department' and 'Unit' may not be terminology that fits with your organisation. Or perhaps you simply don't want to manage your data in this way? This leads us on to...
If the terms 'Team', 'Location', 'Department' and 'Unit' don't fit with your organisation, you can now change these to any wording you like.
This may be a small change of terminology, such as changing 'Unit' to 'Sub-department'. Or these terms may not suit at all. Perhaps you are a University and therefore manage your data via 'Council', 'Faculty', 'Division' and 'School'
Simply go to the settings page to update your terminology.
These new customisations are for in-app reporting purposes, and sit alongside our existing customisations 'Company', 'Manager' and 'Customer' for survey purposes.