Available for the following HR plans: Premium, Platinum
Available for the following user access level: Admin
The outcome of this project is that you will have created a custom fields report. Before being able to use the Custom Reports feature, you will need to activate Two-Factor Authentication. To read details on how to activate Two-Factor Authentication, refer to the following article.
You can use the Custom Report feature to build a report based on the additional information entered by your employees during their onboarding workflow or updated in their employee file.
Important
Only employees can complete a custom field, not contractors, so when building this report, contractors will show a blank field next to the custom field name.
Getting started
- Click the Reports menu.
- Click the Other reports tab.
- Click the Custom Report box.
- Click the Create New Report button.
- Enter "Custom Fields 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 the Custom Fields from the Report Type drop-down.
- Click the Create button.
Helpful Hint
You will now see your custom fields report on your screen. To read more information on how to edit, download, and delete a custom report, refer to the following article.
Explore related content
- 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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