How to view department reports
Department reports show performance for a specific area such as sales, projects, or support.
#When to use this
Use this to understand how a particular department is performing.
#Step by step
1
Open Reports
Go to the reports area.
2
Choose a department
Select the department you want to review.
3
Interpret the report
Read the metrics and trends.
4
Act
Use the insight to plan or adjust.
#Expected result
What you should see
You see focused metrics for the chosen department.
#Common mistakes
- Comparing across departments without context.
- Acting on stale data.
#Troubleshooting
| If this happens | Try this |
|---|---|
| The report is empty | Confirm there is activity and data recorded for that department. |
#Best practices
- Keep the department's data current.
- Look at trends over time.
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