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Who are you and what section are you in?

Use the My Reports view and download your report

Loren Mathewson
Updated
EH Content Team

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 6 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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