Available for the following HR Plan: Free, Standard, Premium, Platinum
Available for the following User Access levels: Admin
Admins or Owners, they can use the Report Builder feature to craft their own custom report. You can also use this feature to preview a report, edit the data if it changes, download the information, and delete the record if it is no longer required. Before being able to use the Report Builder feature, you will need to enable Two-Factor Authentication on your account.
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. You can now utilise the progress step bar at the top of the page to navigate directly to the area that you need to edit.
Interactive learning
Getting started
- Click the Reports menu.
- Click the Create New tab.
- Click the Click the Use Wizard button.
- Complete the following fields:
- Report name.
- Add a description.
- Report group.
- Click the Next button.
- Complete the following fields:
- Table name.
- Select data fields.
- Click the Next button.
- Arrange the order of your data fields by dragging and dropping them in the desired order.
- Click the Create button.
Important
Reports with specific fields allow you to create visual column charts for easier data comprehension. Look for fields marked with a chart icon in your report builder. These fields support visual column charts:
- Termination type.
- Termination reason.
- Is manager.
- Employment status.
- Onboarding status.
- Gender.
- Nationality.
- Teams.
- Location.
- Employee address country.
- Employing entity.
-
Location
-
Team.
-
Entity.
-
Employment Status.
-
Date Filter Target
-
Date Range.
-
Personnel.
-
Age
- Click the Column Chart in the final step.
- Enter a Chart Title name.
- Choose a Horizontal Axis Data Field from the drop-down menu.
- Click the Create button
.Important
Currently, you can only include one chart per report.
Daily activities
- Click the Reports menu.
- Open the report you built.
- Use the Filter fields to refine your displayed data.
Data management
- Click the Reports menu.
- Open the report you built.
- Click the Three Dots button.
- Click the Download CSV button.
Editing data
- Click the Reports menu.
- Open the report you built that needs editing
- Click the button.
- Make the required changes and click the Save button.
Deleting data
Important
Only reports you have created yourself can be deleted from the Reports page. System reports, which are pre-built and essential for the platform, cannot be deleted.
- Click the Reports menu.
- Click the top-left icon to change to List View.
- Find the relevant report and click the Delete button.
Explore related content
- Workforce snapshot report via the HR Platform You can use this report to see three key statistics about your organisation's gender, employment status, and employee age breakdowns.
- Active employee headcount report | HR Web Platform 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.
Comments
It would be great to be able to schedule reports to be emailed to you - where you have reports that need to be run each week of month
Hey Clare Ireland I can definitely see how having the ability to schedule the reports you built on the the HR platform to email out each month would make for an impactful feature set and add value to your organisation's way of working. Although this is not current functionality, please be assured, I have noted this as feedback and shared it with our product development team for future consideration.
Would also be great if we could build custom reports within the scope of Recruitment, such as how many interviews were conducted, sorted by which staff, etc. Currently it seems to be limited to the scope of staff data.
Hi Noah Rafac,
Thanks for reaching out.
I agree that this would be very useful, so I have added this onto the product team's internal feature request board.
Hi,
Is it on your roadmap to have this functionality available to managers (that are not Admins) to view their reporting employees?
We can see that this would be extremely helpful and would help managers to self service.
Hi Louis Roblet, thank you for your comment.
For managers to view their reporting employees, they can do so via the Organisation Chart function here.
I hope this helps.
Hi there,
So to be clear, is the current Custom Report builder being replaced with a 'Wizard'? ...but essentially the base-function will remain the same?
Will we still be able to add Custom Fields to our custom reports using the new Wizard?
Will there be access to additional fields, such as Performance fields and fields from the Uploaded Documents module (including Tags)?
I have to manually run 3 custom reports each morning to drive a comprehensive BI dashboard, so being able to schedule these reports out to an nominated email address would be excellent.
Always keen for greater visibility of our own data. :-)
Can you please let me know how to create an attrition report over a rolling 12 months.
Hi Ross James - thanks for your comment.
I've raised a ticket for you so that you can discuss this with our support team, who will reach out to you shortly.
Hi Helen Turner - thanks for your comment.
I've created a support ticket on your behalf so that the support team can assist you with this. For reference, the ticket number is #1168555.
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