What you'll learn
How to get to the Reporting page and what it shows
How to read the Members section and its three tabs: Active, Invited, and Loaded
How to manage individual and bulk actions for each tab
Who can do this: Admin only.
Navigate to your Admin Dashboard
From your profile icon located in the top right, click it and select Admin Settings to get to your Admin Dashboard.
The Reporting page includes all existing admin reporting along with additional metrics on member adoption and organizational growth tied to Cloverleaf usage.
Reading the Members quick stats
Below the reporting dashboard, the Members section shows quick stats across your organization: active members, members with a manager assigned, members who have completed an assessment, members with an active Coaching Focus, and members with an active integration connected to their account.
These stats give you a snapshot before you dig into individual users on the tabs below.
For more info on what data you can see, check our out guide on Organization Reporting here.
Managing your teammates
The Active tab lists members who have accepted their invite and are active in the platform. This does not require that a member has completed an assessment.
For each active member, you can see their manager, whether they have a Coaching Focus set, how many assessments they've completed (including which are required by your organization settings), any connected integrations (calendar, Slack, or Teams icons), the date they joined, their user type (org admin or member), and their Visibility Settings.
Check the box next to one or more users to bulk manage them. Bulk options include removing users, assigning users to teams, and assigning users as a team or org admin.
Removing Users
Upon clicking Remove from This Organization, you will be presented with removal options.
Remove From This Group
If your Cloverleaf Organization is utilizing the Groups feature, you will be presented with the option to remove the user from the current group they are in.
Remove From This Group and All Sub-Groups
If your Cloverleaf Organization is utilizing the Groups feature, you will be presented with the option to remove the user from the current group and any sub-groups created inside it that they are in.
Delete User From Entire Organization
Removes the user from the entire organization. Should the user be re-invited, any previous assessment data they had on Cloverleaf will be restored upon re-accepting the invite.
Irrecoverably Delete User and Add to Account Opt-Out List
This action permanently deletes the user's data and adds their email to the Account Opt-Out list. This option is used when you get contact from a teammate that they want their data deleted from Cloverleaf.
As with all removal and deletion actions on the platform, the above options will require a two-step confirmation for safety.
Managing Invited members
The Invited tab lists everyone with a pending invite who has not yet accepted.
From this tab, you can remove an invite individually. Check the box next to one or more users to bulk remove or bulk resend invites.
Managing Loaded members
The Loaded tab only appears if your organization uses the Bulk Importer tool. It lists users who have been loaded into the platform but whose invite has not yet been sent. Loaded users are parked here until you send their invite.
From this tab, you can remove a loaded user or send their invite individually. Check the box next to one or more users to bulk remove or bulk send invites
You'll know it worked when...
The Reporting page loads first when you enter Admin Settings.
The Members quick stats reflect accurate counts for your organization.
Bulk actions (remove, resend, send, assign to team, assign as admin) apply correctly to every user you've selected.
Using the All People in Organization tab
Scroll to the All People in Organization tab for additional per-user actions not available on the other tabs.
From this tab, you can:
Remove a user from a team
View a teammate's profile
Set or update a teammate's manager
Update a teammate's job title
Download or view a teammate's 16 Types, DISC, or Enneagram report
How to Remove a Teammate from a Team
To remove someone from a team or group, click the "x" next to the team/group you want to remove them from. You can also remove users from your organization here by clicking "Remove from Organization".
This also applies to Revoking Team or Group Admin access.
How to View a Teammate's Profile
From All People in Organization, click on the user whose profile you would like to view.
How Update a Teammate's Manager
While inside the Teammate's information pull-out, you will see a drop-down menu titled, Manager. To update the teammate's manager, clicking the drop down menu to choose their manager.
If you are not using this feature, or if the teammate does not have a manager, you can choose the "Does not have a manager" checkbox.
How to Update a Teammate's Job Title
While viewing the additional information pull-out for a teammate, there will be a text field titled Job Title. In this text box, you can update your teammate's job title when it changes. Click the Save button to apply the update.
How to Download your Teammate's Assessment Reports
Click the "v" next to the user whose report you would like to download. Any reports available will be shown in this user's dropdown menu. Click on the assessment to download that report.
Reminder: Cloverleaf only will offer 16 Types, DISC, and Enneagram as downloadable reports. These assessment reports are available in all paid plans only.