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For Admins - How to access rolled up reports for your organization

For Admins - How to access rolled up reports for your organization

If you are an admin looking for roll up reports, to understand the main areas of focus at an organization level, this is the guide you need
Ryan Lalkaka avatar
Written by Ryan Lalkaka. Updated over a week ago

If you're reading this, you're probably looking for reports in the app, hoping to understand what the main areas to focus on and the main strengths of your organization are.

First of all, you will need Administrator level access to view these reports. If you do not have access, reach out to us using the blue chat button in the bottom right corner of your screen.

How to view roll up reports

  1. Log into the app

  2. Click on your name on the top right corner of the screen once you are logged in - And click on your organization's name


  3. On the resulting page, you will see the following


  4. To access the reports, click on 'Reports' on the panel above


  5. The reports page will roll up your organization's Align reports, as seen below

    Within the report, you can see the following things -

    1. A roll up of your organizations Align reports, with the ability to filter by

      1. Organization

      2. Divisions and Subdivisions (if applicable),

      3. Geographies (if applicable) and

      4. By Align template (if you have several templates active in your org)

    2. Ability to benchmark by

      1. The whole organization against divisions

      2. Divisions against each other


    If you are hoping to get more detailed insights, please reach out to the Valence team at hi@valence.co or use the chat feature in the bottom right corner of your screen to reach out to us. We work with leaders and HR partners across organizations to provide in-depth insights into the data as well.

Thats it! Happy teaming!

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