Team Overview (iOS)

You can use the Team Overview pod to display a horizontal bar chart (and tabular data) showing yearly, quarterly, and monthly team overview reports, with an option to drill down to view additional details.

Screen

Screen Shot 2016-09-01 at 3.54.23 PMTeam Overview Pod

All Fields

The following table describes the information displayed in the Team Overview pod:

Screen Shot 2016-09-01 at 3.54.37 PMScreen Shot 2016-09-01 at 3.54.46 PM

How to…

This section describes how to use the Team Overview pod.

Expand the Pod

  • Tap the Screen Shot 2016-09-01 at 8.46.26 AM button (in the upper right of the pod) to expand the pod to fill the screen. Alternatively, double-tap the pod to expand it to fill the screen.

Display the Graphical View

  • To display the graphical view when the pod is already expanded, tap the Screen Shot 2016-09-01 at 8.48.25 AM button.

Swipe the screen to switch between Yearly, Quarterly, and Monthly reports.

Display Pop-up Details

• Tap a bar in the chart to display a pop-up showing specific details.

Screen Shot 2016-09-01 at 3.56.59 PMTeam Overview Details Pop-up

Display the Tabular View

  • Tap the Screen Shot 2016-09-01 at 8.48.59 AM button. The tabular view appears.

Screen Shot 2016-09-01 at 3.56.43 PMTeam Overview Tabular View

Swipe the screen to switch between Yearly, Quarterly, and Monthly reports.

Change the Unit Type

  • Tap the Screen Shot 2016-09-01 at 9.04.47 AM button (in the upper right of the pod), and choose the appropriate unit type from the drop-down list. The display refreshes using the selected unit type.

Display Details

1. Tap the Screen Shot 2016-09-01 at 3.56.32 PM button. The details view appears.

teamoverview_detail_drTeam Overview Detail View

2. Choose the report (Yearly, Quarterly, or Monthly) and period using the corresponding drop-down menus.

3. Tap the Screen Shot 2016-09-01 at 3.56.25 PM button to display team details for the corresponding manager.

4. Tap a person in the list to display specific details.

5. Navigate the management hierarchy using the Viewing Team for drop-down list.

6. Toggle the switch to display all reports or direct reports only.

7. Tap the Screen Shot 2016-09-01 at 9.21.38 AM button to return to the graphical or tabular view.

Collapse/Close the Pod

  • Tap the Screen Shot 2016-09-01 at 8.46.35 AM button (in the upper right of the pod). Alternatively, double-tap the pod to close it and return to the dashboard.