Available for the following HR Plan: Premium, Platinum
Available for the following User Access levels: Admin
Admins or Owners, they can use the Report Builder feature to craft their own custom 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 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. You can now utilise the progress step bar at the top of the page to navigate directly to the area that you need to edit.
Interactive learning
Getting started
- Click the Reports menu.
- Click the Create New tab.
- Click the 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.
- Is manager.
- Employment status.
- Onboarding status.
- Gender.
- Nationality.
- Teams.
- Location.
- Employee address country.
- Employing entity.
-
Location
-
Team.
-
Entity.
-
Employment Status.
-
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.
Explore related content
- Workforce snapshot report via the HR Platform You can use this report to see three key statistics about your organisation's gender, employment status, and employee age breakdowns.
- Active employee headcount report | HR Web Platform 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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