1. Click the   Reports menu.
2. Click the Create New tab.
3. Click the Click the Use Wizard button.
   
4. Complete the following fields:
   • Report name.
   • Add a description.
   • Report group.
5. Under Visibility, choose who can access this report:
   1. 🔒 Private (Default) - Only you can view and access this report. Best for work-in-progress reports or personal data tracking.
   2. 👥 Some - Share with specific administrators or selected admin groups for targeted collaboration.
   3. 🌐 Public - Any administrator in your organisation can view and access this report. Use this for standard company-wide KPIs and general reporting.
6. Click on Next. 
   
7. Complete the following fields:
   • Table name.
   • Select data fields.
8. Click the Next button.
   
9. Arrange the order of your data fields by dragging and dropping them in the desired order.
10. Click the Create button.
    

1. Click the Column Chart in the final step.
2. Enter a Chart Title name.
3. Choose a Horizontal Axis Data Field from the drop-down menu.

4. Click the Create button.

   Important

   Currently, you can only include one chart per report.

   

1. Click the   Reports menu.
2. Open the report you built.
3. Use the Filter fields to refine your displayed data.

1. Click the   Reports menu.
2. Open the report you built.
3. Click the Three Dots button.
4. Click the Download CSV button.
   

1. Click the   Reports menu.
2. Open the report you built that needs editing
3. Click the   button. 
4. Make the required changes and click the Save button.
   

1. Click the   Reports menu.
2. Click the top-left icon to change to List View.
   
3. Find the relevant report and click the Delete button.
   

If a network error occurs while saving your sharing updates, the modal will remain open and your current selections will be preserved. You will see an error message: Unable to save. Please try again. You can retry the save or click Cancel to discard the changes.

Yes. The sharing step in the full report creation and editing wizard remains available and has been updated to include users with the "Create custom report" permission, ensuring you have the same sharing options regardless of which method you choose.

At this stage:

• There is no automatic recovery of deleted reports if a termination is cancelled or the employee is rehired later.
• There is no bulk transfer option – reports must be transferred one by one.

Advise customers to plan ahead for key users who own many reports and to transfer those reports proactively.

When choosing a new owner:

• The new owner must be an active employee.
• They must not be in an offboarding status.
• They must have the required permissions to use custom reports (for example, the “Create Custom Reports” permission, if applicable in your setup).

If the person you want to transfer to doesn’t appear or triggers an error, check their employment and permission status first.

Each ownership transfer is recorded in an audit trail so admins can see:

• Which report was transferred
• Who transferred it
• Who the report was transferred to
• When the transfer occurred

The previous owner and the new owner also receive basic email notifications when a transfer happens. Let customers know they can rely on these records for transparency and internal governance.

Users may see error messages when attempting to transfer ownership. Typical examples include:

• The selected employee is offboarding or inactive – choose a different active employee who is not being offboarded.
• The report is already being transferred – another transfer is in progress; wait for it to complete and try again.
• The target employee doesn’t have the right permissions – update their permissions first, or select another employee.

Advise users to follow the on-screen message, correct the underlying issue (employment status, permissions, or timing), and then retry the transfer.