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