Internal and External Members in Insights Reports

Learn how to filter internal and external members from your Insights dashboards and reports.

 
User Permissions Needed: Account Administrator, Reports Viewer With Cost, Reports Viewer
Classic Insights Permissions: Can Edit
 

Overview

With the Talent Network, you can invite External Partners and External Members to your account to help develop resource plans and complete current and future projects. Insights can report on almost everything an external member does in your account (e.g. utilization or project delivery detail), making it easy to assess the impact of external members on your organization. 

When you create a custom Insights report, both internal and external member information is included by default. You can exclude the data for either member type from custom dashboards and reports by applying a filter on the User: Classification attribute.

How to Add a Dashboard Filter for Internal and External Members

The dashboard filter lets you create a report that includes both internal and external members, and allows users to specify which type—internal member, external member, or both—is visible in the report.

• Internal—An internal member is a member in your account.
• External—An external member is part of your Talent Network.

Classic Dashboards

1. While editing a custom dashboard, select Filter from the Dashboard Edit Toolbar and then select Attribute.
   
2. In the drop-down menu that appears, search for and select User: Classification.
   
3. Click Add.
   
   
4. Drag the filter to where you want it to appear on the dashboard.
5. To rename the filter, double-click the filter name, type in a new name, and then hit Enter or click outside of the name field.
   
6. By default, the filter is multiple choice, allowing users to filter by external members only, internal members only, or both. To change the filter to single choice, follow these steps:
   1. Select the filter, and then click the Configure (“   ”) icon. A configuration modal appears.
   2. In the Selection tab of the configuration popup, select One value.
      
   3. Click Apply.
7. To save your changes to the dashboard, click Save.

Dynamic Dashboards

1. In the left navigation, hover over Insights, then select a dynamic dashboard.
2. In the upper right of the dashboard, select the Edit button. The dashboard editor opens.
   
   Note: You must have access to Manage Insights dynamic dashboards via the Insights access group set.
3. From New Item section on the left, select Attribute Filter and drop it in the filter bar.
   
4. In the drop-down menu that opens, search for and select User: Classification.
   
5. You can set a default value for the filter when a user first opens the dashboard. Check Internal or External in the filter.
   
6. Click Apply.
7. Click Save in the upper right of the dashboard editor to save your changes.

How to Add a Report Filter for Internal and External Members

The report filter allows you to create a report that includes data from only internal or external members. This is useful if there’s certain data you always want to see filtered.

• Internal—An internal member is a member in your account.
• External—An external member is part of your Talent Network.

Classic Dashboards

Please note that for classic dashboards, if the report is on a dashboard using the User: Classification filter and you select an option from the dashboard filter, the data in the report will update with your selection. The dashboard filter will override the report filter.

1. After you've opened the report editor from a dashboard or in the Advanced Editor, select Filter to open filter options.
   
   
   Note: If you are editing a report that already has filters added, click the Filter [#] button to see the filters list. To add / set additional filters, click the Add Filter link located below the current attribute list.
2. Click Select from a List of Values (including date ranges).
3. In the Select Attribute drop-down menu, search for User: Classification. The attribute appears below the field.
4. Click the User: Classification attribute, and then click Select.
   
5. Select an option from the operator drop-down menu.
   
6. In the Select/deselect values to filter list, check Internal or External to filter the report by internal or external members.
   
7. Click Apply. The report filter is added.
8. Click Save to save your changes to the report.

Dynamic Dashboards

Please note that for dynamic dashboards, if the report is on a dashboard using the User: Classification filter and you select an option from the dashboard filter, the data in the report will not update with your selection. The dashboard filter will not override the report filter.

1. In the left navigation, hover over Insights, then select a custom dynamic dashboard.
2. In the upper right of the dashboard, select the Edit button. The dashboard editor opens.
   
   Note: You must have access to Manage Insights dynamic dashboards via the Insights Dynamic Dashboards access group set.
3. On the canvas, select the report.
4. In the menu that opens, select Edit. The report editor opens.
   
5. From the data catalog on the left, search for User: Classification.
   
6. Drag the User: Classification attribute into the Filters bar.
   
7. Select the User: Classification attribute in the Filters bar. A drop-down menu appears.
8. Check Internal or External to filter the report by internal or external members.
   
9. Click Apply.
10. Click Save in the upper right of the report editor to save your changes to the report.
11. Click Save in the upper right of the dashboard to save your changes.

Related Articles

• Talent Network Overview
• Managing Account Members
• Insights Dynamic Dashboards Overview
  • Using the Dynamic Dashboard Editor
  • Using the Report Editor for Insights Dynamic Dashboards
• Insights Classic Overview
  • Create a New Insights Report
  • Edit an Insights Report