At Cloverleaf, we're all about making your workday smoother and more efficient. That’s why we created Reporting Teams. This feature simplifies how you manage teams and gives you a clearer view of your organization’s structure.
Here’s the quick rundown:
Automated Team Creation to Save Time
Reporting Teams automatically builds your team dashboards based on your reporting structure. You can still customize things—whether you want to create more teams or use the Dashboard Builder for special projects.
Better Visibility, Better Coaching
You can easily track your team and manager details through My Dashboard. This keeps everything up-to-date, ensuring your coaching tips are always relevant. Plus, any team changes? A quick update and you're good to go.
Fast Access to Who Matters Most
Your team dashboard is just a click away, giving you a real-time snapshot of the people who make the biggest impact on your work. Whether from My Dashboard or the sidebar, it's always easy to find.
How to Set Up Reporting Teams
To set your manager, click Reporting Teams under the Collaborate area.
From the Reporting Teams page, click "Set Your Manager."
User the dropdown menu to find your manager, or type in their name in the text box.
Once you have selected your manager, your reporting team will be visible on via the Reporting Teams link inside the Collaborate area.
How to Update Reporting Team
Anytime your manager changes, easily update it in your by clicking the "Update Reporting Team' button on your Reporting Team Dashboard.
You can request Direct Reports in addition to updating managers via this feature to keep your Reporting Teams accurate.
