Reports
There are two parts: the Analytics page, which shows live figures whenever you open it, and Scheduled Reports, which emails a report on a schedule you set once.
Who can see what
| Needs | By default | |
|---|---|---|
| Offboarding, Benchmarks and SLA tabs | analytics_view | Super Admin, Admin, HR, Manager |
| Downloads (analytics CSV and PDF, SLA CSV) | analytics_export | Super Admin, Admin, HR |
| Exit Interviews tab | exit_interviews_view | Super Admin, Admin, HR, Manager |
| AI Copilot tab | Super Admin, Admin, HR or Manager, and a plan with AI | |
| Resignation Patterns (AI) | Super Admin, Admin or HR | |
| Scheduled Reports (Settings → Reports) | settings_manage (Super Admin and Admin by default) | Viewing the reports and distribution lists needs it too |
Custom roles can turn these on or off (see Custom roles). People who can't open any tab don't see Analytics in the menu.
Department limits apply everywhere. Someone limited to some departments, or to their direct reports, sees figures for those offboardings only: every card, chart, download and AI summary. The Mission Control lists (upcoming exits, my tasks) and the per-offboarding PDF follow the same limit.
The Analytics page
Pick a date range at the top (or 30d / 90d / 6mo / 12mo). Both dates are included. The Offboarding, Exit Interviews and SLA tabs use it; each tab loads its data only when you open it.
Offboarding
What each figure counts:
| Figure | Counts |
|---|---|
| Average duration | Offboardings completed in the range: from creation to completion, in days. |
| Completed by month | Offboardings completed in each month of the range. |
| Velocity | Per month: offboardings started, and offboardings completed, in that month. |
| Separation types, departments, checklist completion | Offboardings started in the range. |
| Most revoked services | Access actually removed in the range (by a connector, or by hand and confirmed), not what was requested. |
| Active by stage, overdue, bottlenecks | Right now, whatever the range. Marked on the page. |
| License savings | This month and this year. Amounts in different currencies are shown separately, never added together. |
The completion time is recorded when an offboarding is marked complete, so later edits (a note, a legal hold) don't change it.
Exit Interviews
Sentiment for exit interviews submitted in the range: the share of positive and negative responses, the average score (-1 to 1), trends by month, department and separation type, the most common reasons for leaving, and retention signals (responses scoring below -0.3, with names). A month or group where nothing has been analysed yet shows as a gap, not as a neutral score.
Benchmarks
Your offboardings started in the last 12 months, compared with:
- Other orgs: the same figures across other organisations on PurpletGo. Shown only when at least 5 other organisations have data (and 50 offboardings), so no single customer's numbers can be worked out. Your own organisation is never included, and totals are rounded.
- Typical: fixed reference values (8 days, 80% completion, 65% on time). They're rough reference points, not survey results.
With fewer than 5 other organisations, only the typical values are shown, and the page says so.
SLA
For SLA-tracked checklist tasks due in the range (at most 2 years; a longer range is cut to its last 2 years, and the page says so): the share completed on time, by department and by assignee, a weekly or monthly trend with every week or month shown, and the task types that miss their SLA most often. The live list below it shows every open SLA task right now.
AI Copilot
- Quarterly exit interview summary: needs permission to view exit interview responses. Covers the departments you can see. Up to 10 free-text answers are sent to the AI provider as examples, so avoid asking for health or other sensitive details in open questions.
- Resignation patterns: Super Admin, Admin and HR. Describes departures from the last 90 days; it doesn't predict who will leave.
If AI isn't set up on your installation, or your plan doesn't include it, the tab says which.
Downloads
| Download | Contents | Needs |
|---|---|---|
| Analytics CSV | The Offboarding tab's figures for the range (no names). Text that could run as a spreadsheet formula is neutralised. | analytics_export |
| Analytics PDF | Started, completed, average duration and overdue now, separation types, duration by department, bottlenecks. | analytics_export, and a plan with PDF export (Team and Enterprise) |
| SLA CSV | Every SLA task due in the range: task, employee name and email, department, assignee, deadline, completion and hours overdue. At most 50,000 rows. | analytics_export, and the SLA dashboard (Team and Enterprise) |
| Offboarding PDF | One offboarding's full record (from its page). | offboardings_view (Super Admin, Admin, HR, Manager by default), and PDF export |
Every download is recorded in the audit log. If a download fails, the page shows why.
Scheduled Reports
Settings → Reports (Team and Enterprise plans) emails a report on a schedule. Seeing and managing reports and distribution lists needs the Manage organisation settings permission: Super Admins and Admins by default, or any custom role that grants it.
Choose the report
Weekly Summary, Monthly Summary, Offboarding Stats, Overdue Tasks, or Custom (your own columns). Group the rows by department, separation type or status; the Overdue Tasks report can also be grouped by assignee.
Choose what it covers
A date range (last 7, 30 or 90 days; last month or last quarter, meaning the previous calendar month or quarter; last year; all time) and, optionally, only some statuses, separation types or departments. The summary and the rows both follow these filters. Emails show the first 500 rows (200 for overdue tasks) and say when there are more.
Set the schedule
Daily, weekly (Monday) or monthly (the 1st). Schedules run in UTC: the day is the UTC day, and reports usually go out in the first hours after midnight UTC. The form shows what that is in your own time zone.
Add recipients
Email addresses (up to 50), a distribution list (up to 100 addresses), or both. Members of your organisation get the full report. People who aren't users in your organisation get totals only: the summary counts (total, completed, active, overdue, average days to complete; for the Overdue Tasks report, the number of overdue tasks), with a note saying so. They get no rows about individual people at all: no names, email addresses, roles, departments, separation types, dates, legal hold or assignees, and no legal hold count.
Optional: PDF and webhook
Attach board-ready PDF adds a PDF of the report to the email (people outside your organisation get a totals-only PDF). A webhook receives a JSON summary on each delivery (counts only, no names): it must be a public HTTPS address, is checked again before each send, and redirects aren't followed.
Webhook URLs often contain a secret, so once saved they're shown only as the address's host followed by /****. When editing a report, leave that value as it is to keep the saved URL, or paste a new URL to replace it.
When a report can't be sent
The report card shows the last error, for example an email provider rejecting the sender or a webhook returning an error. If no email could be sent at all, the next hourly run tries again; if some recipients got it, it isn't sent again that day. Reports stop when the plan no longer includes them (they're kept, and start again after an upgrade).
Managing reports
Edit a report to change anything; editing doesn't pause or resume it. Use the switch on the card to pause or resume. Creating, editing and deleting reports and distribution lists, and each delivery, are recorded in the audit log.
Deleting a distribution list asks you to confirm and names the reports that use it. Those reports stop going to the people on the list; a report left with no recipients shows a warning on its card and isn't delivered until you add recipients or another list.
Scheduled reports show the data at the moment they're sent. For figures right now, use the Analytics page.