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Use the My Reports view and download your report

Updated

Available for the following EmploymentOS subscription plans: Lite, Plus, Essentials, Engage, Elite, Unlimited
Available for the following HR Classic subscription plans:  Standard, Premium, Platinum
Available for the following users: Manager, Admin, Users with Reports custom permission settings

If your role frequently involves running reports, you can use the My Reports view to save your common reports, arrange them in a custom order to suit your workflow, and 

This is especially useful if you use a high number of different reports, and/or you use them frequently as a part of your role.

Getting started

Click here for a step-by-step guide
  1. Log in to Employment Hero.
  2. On the left-hand side menu, click on Reports.
  3. Click on the My Reports tab.
  4. Here you will see your recently used reports. 
  5. Use the 3 dots icon in the top left-hand side of the report tile to drag and drop the reports to your preferred area. 
  6. Click on the + Pin Report button to pin or unpin reports from the My Reports section.
  7. To view a full report from My Reports, click on the 3 dots on the tile of the report you wish to view, then click on View Full report.
  8. To export a report, click on the download icon. 
    click on the highlighted download icon on the top right hand side of the screen to download your reports 

Further information

Which reports can I pin to the My Reports section?
The platform has a strict rule: No visualisation = No My Reports view entry. If you want to add a custom report to your My Reports view, you will need to ensure that your custom report has a visualisation option (graph, chart or table) and is not a text-only report. See step 15 in this article for further details on custom reports. 
How many reports can I pin to My Reports?
You can pin up to 15 reports in My Reports.
Why did one of my reports suddenly disappear from my dashboard?
If another user with report-editing permissions removes the visual components (graph, chart or table) of a custom report, then this will cause that custom report to be removed from your My Reports. 
Can I resize the report tiles on My Reports?
My Reports is a fixed 2x2 grid layout.
Will my colleagues see how I have arranged My Reports?
No, the My Reports section is a personally-curated layer and only you will see how you have arranged your My Reports section.
Can I rearrange My Reports on the Employment Hero Work app? 
No. It is only possible to rearrange reports on a computer, not on your phone or tablet.
Employment Hero Community

If you are looking for further ideas, try our community   Hero Connect is currently only available for HR-only and HR+Payroll customers. Hero Connect is not yet available for Payroll-only customers. .

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