Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR plans: Standard, Premium, Platinum
Available for the following user access levels: Admin
Admins or Owners can use the Report Builder feature to craft their own 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 report is only accessible to the unique owner or admin user who created it. An Admin or Owner who created a custom report cannot grant access to these reports through Permissions Settings to another user. You can now utilize the progress step bar at the top of the page to navigate directly to the area that you need to edit.
Getting started
- Click the Reports menu.
- Click the Create New tab.
- 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.
- Manager.
- Employment status.
- Onboarding status.
- Gender.
- Nationality.
- Groups.
- Location.
- Employee address country.
- Employing entity.
- Location
- Group.
- Entity.
- 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.
Frequently asked questions
Admins and account owners can create custom reports. Other employees can view reports shared with them, depending on their permissions.
You can select up to 50 fields per report. The field counter on the canvas updates as you add fields.
Yes. Set the visibility to Shared and use the inline picker to search for and add specific individuals or teams.
A non-owner can view and interact with the report according to the visibility settings established by the owner.
Troubleshooting
If your report is not downloading correctly, please take these steps, as this will ensure that your report downloads:
- Clear your cache and cookies in your browser. Here are the instructions for Google Chrome, Mozilla Firefox, and Apple Safari.
- Try in an incognito window/private browsing. Here are the instructions for Apple Safari, Google Chrome and Mozilla Firefox.
- Try a different browser type. For example, if you use Google Chrome, open Firefox and try to download your report using this browser instead.
- Use a different device. For example, if you're using your phone, switch to using a computer or laptop.