The outcome of this project is that you will have created a gender report. Before being able to use the Custom Reports feature, you need to activate Two-Factor Authentication. To read further information on how to activate Two-Factor Authentication, refer to the following article.
Availability
HR Plan: | 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.
Summary
You can use the Custom Report feature to construct a report on the gender options chosen by your employees during their onboarding workflow or when they have edited their personal details.
Important
Only employees can specify their gender, not contractors, so when building this report, contractors will show a blank field for the gender option.
- Click the Reports menu.
- Click the Other reports tab.
- Click the Custom Report box.
- Click the Create New Report button.
- Enter “Gender Report” in the Report name field.
- Enter what this report will cover in the Description field.
- Include or exclude terminated employees in the report.
- Select Create my own from the Report Type drop-down.
- Enter Gender into the Search field.
- Drag the Gender field from the Available list to the Selected list.
- Click the Create button.
Helpful Hint
You will now see your gender report on your screen. To read more information on how to edit, download, and delete a custom report, refer to the following article.
Author recommended
So you have now built a gender report 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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