Maintaining custom reports | HR Web Platform

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:   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.

Maintain

The below premises cover how to preview, edit, download and delete a custom report.

Preview a custom report
  1. Click the   Reports menu.
  2. Click the Custom Report submenu.
  3. Click the Actions   button.
  4. Click the   Preview button. 
    Maintain_1.jpg

    Helpful Hint

    You will now see your custom report displayed on your screen.

    Maintain_2.jpg
Edit a custom report
  1. Click the   Reports menu.
  2. Click the Custom Report submenu.
  3. Click the Actions   button.
  4. Click the   Edit button. 
    Maintain_3.jpg
  5. Make the required changes and click the Save button.
    Maintain_4.jpg

    Helpful Hint

    You will now see your custom report displayed on your screen.

    Maintain_2.jpg
Download a custom report
  1. Click the   Reports menu.
  2. Click the Custom Report submenu.
  3. Click the Actions   button.
  4. Click the   Download CSV button.
    Maintain_5.jpg

    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.

    Maintain_6.jpg
Delete a custom report
  1. Click the   Reports menu.
  2. Click the Custom Report submenu.
  3. Click the Actions   button.
  4. Click the   Delete button. 
    Maintain_7.jpg
  5. Click the Delete button.
    Maintain_8.jpg

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:

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