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How to create your own report?
How to create your own report?

Learn how to create your own report based on the data from employee profiles

Updated over a week ago

To create custom reports using employee data from the "Personal" and "Job" tabs of their profile, follow these steps:

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.

To create the custom report, follow these steps:

1. Provide a name for the report.

2. Select the desired fields from the options available on the right-hand side.

3. Move the selected fields to the table on the right.

📌 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 final section, you can choose which employees will have access to the custom report you have generated. By using the employee assignment filter, you can specify the categories and attributes of employees who will be granted access to the report.

Getting started with filters

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.

Report management

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.

If you choose to apply filters when generating the report, you will only be able to download data that meets the specified filter criteria. For instance, if you apply a filter for the HR department, you will only be able to download data related to that specific department.

Done! 🎉Create your own report with the desired individual data any time you need it!

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