Previously, this report allowed you to create a report using employee fields. Now, with the redesigned report builder, you have more flexibility to choose between reports based on employee fields or employee tables, or even combine both. This update lets you create fully customized reports using data from either employee fields or custom table fields, giving you greater control over your reporting needs.
Access the report
1. Go to the Reports section.
2. Select My reports from the submenu at the top of the page.
3. Click on the New button to create a new custom report.
Create the name and description
To create the custom report, in the Details section name the report and add the description. (Optional).
Choose the data source
In this section, you can select the data source for your report. You have two options:
generate the report using employee fields only.
generate the report from employee tables, with employee fields still available for selection. Simply choose the table you want to include in the report.
Choose columns for your report
By default, the report includes the employee fields: Employee ID, First Name, and Last Name. You can reorder these and any additional fields by dragging and dropping them.
If your report includes only employee fields, simply move fields from the left column to the right column to add them.
If you've selected an employee table as your data source, columns from that table will automatically appear in the right column. You can also add additional employee fields to combine data from both employee fields and tables in the report.
Filter and share the report
You can apply filters to ensure that the custom report is related to specific employees, departments, divisions, positions, or other criteria. If no filters are applied, the report will be generated for all employees in the company.
Additionally, there is an option to include terminated employees in the report. To do so, simply mark the ✔️ checkbox provided.
In the Share report section, you can control which employees have access to the custom report you've generated. Use the employee assignment filter to specify categories and attributes for employees who will be granted access. These selected employees will then be able to view the report in the Reports section.
Filter the report data
The report includes filters by Position, Department, Division, Location and Employment types. By using these filters, you can customize your search and obtain specific information that interests you.
Manage your report
You can manage your created reports in a variety of ways, such as editing, exporting to Excel or CSV formats, or deleting them from the system. To accomplish any of these actions, simply go to the custom report and click on the three dots icon, then select the desired option.
When your export is ready, a notification will appear in the notification bar - click it to download the report to your computer.
Done! 🎉Create your own report with the desired individual data any time you need it!