OrgChart Now Help Guide

Table of Contents

Point-in-Time Charts

Audience

Audience: Administrators Edition: Enterprise

Overview

The Point-in-Time panel allows an administrator to configure various settings for the Point-in-Time module. The Point-in-Time module automatically archives organizational data over time, and can even provide delta reports to summarize org changes.

Using Archived Data

An end user can generate a snapshot of their archived data by clicking on the Point in Time option in the Mode Switcher menu.

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For step-by-step instructions, please reference the Point-in-Time article.

Accessing Point-in-Time Chart Settings

Click on More > Chart Settings and then select the Point-In-Time option from the left side menu.

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Scheduling Options

By selecting the Automatic Archive checkbox, an administrator can set up a regular time for a master chart to be archived.

Frequency

Set the frequency that scheduled refreshes occur.

Options are:

  • Daily

  • Weekly - With this option, you need to specify the day of the week on which data should be archived.

  • Bi-weekly - With this option, you need to specify the day of the week on which data should be archived.

  • Monthly - With this option, you need to specify when an archive should be captured (first day or last day of the month).

  • Off

Note: Data Refresh frequency should be configured to occur at least as often as Archive frequency.

Archive Cleanup

Check to delete archives older than a specified amount of time.

Manual Archive

Archive data now.

Archive Activity Report

Download an Excel report containing a history of archival activity.

Delta Reports

A delta report is an Excel spreadsheet which shows the differences between two archives. Delta reports can be automatically generated (and emailed) after each archive or manual generated at any time.

Delta Report Configuration

Delta report content and email delivery options can be configured by an administrator.

Included Headers

Use this option to specify which fields to include delta reports.

Automatic Delta Report Configuration (Email Notifications)

An email containing a delta report can optionally be sent after each archive.

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Enable email notification (containing a delta report) after each successful archive.

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Disable email notifications.

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Delete an email from the list.

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Add an email to the list.

Manual Delta Reports

Delta reports can be generated manually by an administrator.

From:

Specify a start date.

To:

Specify end date.

Delta Report

Generate a comparison report (based on start and end dates).