Embracing Efficiency and Simplifying Workflows

ecoReport Enhancements: Deeper Insights into Your Workforce Data

We’ve made exciting updates to ecoReports, giving you even more flexibility and power when generating reports. These enhancements make it easier to access, analyze, and customize data to fit your specific needs. These enhancements are designed to streamline reporting, helping you extract key insights more efficiently.

What’s New in Custom Reports:

Calculated Fields:

Perform custom calculations within reports, allowing you to generate summarized insights without added manual work.

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Workforce Reportability:

You can now generate reports that include all standard and custom employee data fields, giving you a more complete and detailed view of your workforce. These fields are seamlessly integrated across multiple data tables such as Custom Reports, DR Forms, and Reporter Types, making it easier to analyze data.

To customize your reports, simply click the gear icon on the data table to search for and add your desired columns. The data represented in these fields are pulled directly from your employee data feed, whether it's synced through an API integration with your HRIS system or uploaded via a flat file.

Want to explore how integrations can enhance reporting efficiency and streamline data management for your organization? Connect with your Client Success Reps at clientsuccess@ethico.com for a personalized demo tailored to your needs.

Available Filter Operators:

We've enhanced filtering capabilities with the newly added "Is Any" operator, making it easier than ever to refine your searches. This operator allows you to include results regardless of whether a field is blank or contains a value, eliminating unnecessary constraints and giving you a more comprehensive view of your case details.

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Case Follow-Up Synchronization

Managing follow-up cases efficiently is essential for simplifying workflows. There’s a configuration within MyCM designed to help streamline the process of closing out follow-up cases, reducing manual effort while maintaining flexibility.

Often, follow-ups occur for various reasons, whether it's a reporter requesting an update, providing additional details, or checking on case progress, and each of these interactions generates a new follow-up case. While follow-ups are essential for tracking key touchpoints, they can also create overhead when it comes to closing them out.

To simplify this process, this automated mechanism allows you to close all related follow-ups once the original case reaches its final status, such as "Closed" or any other completion status your organization defines.

How It Works

• Admin-Controlled Configuration – Admin users can easily enable this setting based on Case Type, allowing flexibility in how follow-ups are handled for different cases. If you prefer to manage follow-ups unique to Case Types, you can define it accordingly.

• Confirmation at Case Closure – When closing the original case, users will receive a pop-up confirmation, providing the option to automatically close all related follow-ups or keep them at their current status. This ensures users maintain control and are not restricted to an all-or-nothing approach.

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DR Assignment Rule Configuration

We’ve further enhanced assignment rules to enable more specific and targeted notification configuration for DR Form type. With this enhancement, you can fine-tune notifications at a granular level, ensuring that only the most relevant users receive alerts based on their role and other key factors. With this added layer, unnecessary notifications are eliminated, enabling users to stay focused and gain visibility into Case details that are more relevant to them.

What This Means for You:

• More Precision: Reduce clutter by ensuring users receive notifications per assigned area and DR Form type, by eliminating unnecessary distractions.

• Increased Efficiency: Keep teams aligned and responsive by directing essential updates to those who need them most.

Getting Started:
Admin users can set up and customize these rules in the Assignment Rules section of the Accounts Dashboard. If you need assistance, reach out to our Support Experts.