As an Admin or Owner, you will want to report on a specific feature within the HR platform, and there may be the case that there is no pre-built report you can utilise for this task. In cases like this, you can use the Custom Reports feature to build your own report to track, manage and report on, for example, employee allowances or employee gender within your organisation.
The Custom Report feature allows you to build your own reports from scratch. To read in-depth instructions on how to do this, you can refer to our building series of articles in the following section. You can also use this feature to preview any reports you have previously created, edit the date if it changes, download the information, and delete the record if it is no longer required. Before being able to use the Custom Reports feature, Two Factor Authentication needs enabling.
Important
A custom report is only accessible to the unique owner or admin user who created the report. An Admin or Owner who created a custom report also cannot grant access to these reports through Custom Security Settings to another user.
Availability
| HR Plan: | Free | Standard | Premium | Platinum |
| User Access: | Employee | Manager | Admin |
This is the default access level per user and whether they have view, edit and delete access, excluding any changes made via our Custom Security feature.
Data management
- Click the Reports menu.
- Click the Other reports tab.
- Click the Custom Report box.
- Click the Actions button.
- Click the Preview button.
Helpful Hint
You will now see your custom report displayed on your screen.
- Click the Reports menu.
- Click the Other reports tab.
- Click the Custom Report box.
- Click the Actions button.
- Click the Edit button.
- Make the required changes and click the Save button.
Helpful Hint
You will now see your custom report displayed on your screen.
- Click the Reports menu.
- Click the Other reports tab.
- Click the Custom Report box.
- Click the Actions button.
- Click the Download CSV button.
Helpful Hint
You will now see the download in progress screen. Once the status has changed to complete, your report will be ready for viewing.
- Click the Reports menu.
- Click the Other reports tab.
- Click the Custom Report box.
- Click the Actions button.
- Click the Delete button.
- Click the Delete button.
Author recommended
So you have now managed your custom reports and you are now wondering, what next can I do. There are two recommendations I would make on this front, and they are:
- HR Platform: Workforce Snapshot Report You can use this report to see three key statistics about your organisation, that are gender, employment status, and employee age breakdowns.
- HR Platform: Reporting on the Number of Active Employees This feature allows you to create a report on what your active employee headcount was at a specific date broken down by their employment type and location.
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