1. Log in to Employment Hero. 
2. Click   Reports on the main menu.
3. On the Reports page, click the Create new button.
4. Click Use Wizard.
5. Under Let's start creating an awesome report... subheading, add the following details:
6. Type your preferred report title in the Report name field.
7. Type what this report will cover in the Description field.
8. In Report group, select from the drop-down menu.
9. Under Visibility, choose who can access this report:
   • 🔒 Private (Default) - Only you can view and access this report. Best for work-in-progress reports or personal data tracking.
   • 👥 Some - Share with specific administrators or selected admin groups for targeted collaboration.
   • 🌐 Public - Any administrator in your organisation can view and access this report. Use this for standard company-wide KPIs and general reporting.
10. Click on Next. 
11. Select Create my own from the Report Type drop-down menu.
12. Select from the following data points:
    • Account email
    • Title
    • First name
    • Last name
    • Middle name
    • Preferred name
    • Gender
    • Full name
    • Member ID
    • Employee address line 1
    • Employee address line 2
    • Employee address suburb
    • Employee address postcode
    • Employee address state
    • Employee address country
    • Nationality
    • Date of birth
    • Martial status
    • Personal email
    • Personal mobile number
    • Home phone
    • Bank details (click the rightward-facing arrow for full options)
    • Benefits (click the rightward-facing arrow for full options)
    • Certifications (click the rightward-facing arrow for full options)
    • Emergency contacts (click the rightward-facing arrow for full options)
    • Employment details (click the rightward-facing arrow for full options)
    • Employment histories (click the rightward-facing arrow for full options)
    • Job history (click the rightward-facing arrow for full options)
    • Medical disclosures (click the rightward-facing arrow for full options)
    • Pay run details (click the rightward-facing arrow for full options)
    • Pay details (click the rightward-facing arrow for full options)
    • Super fund members (click the rightward-facing arrow for full options)
    • Tax declarations (click the rightward-facing arrow for full options)
    • Work eligibility (click the rightward-facing arrow for full options)
    • Leave balances (click the rightward-facing arrow for full options)
    • Management notes (click the rightward-facing arrow for full options)
    • Performance reviews (click the rightward-facing arrow for full options)
    • Safety incidents (click the rightward-facing arrow for full options).
13. Click on Next. 
14. Under the subheading, Finally, what type of additional data visualisations would you like to include? choose between the following report presentation options:
    • Table
    • Column chart
    • Donut chart. 
15. Click on Create. 

1. Log in to Employment Hero. 
2. Click   Reports on the main menu.
3. On the Reports page, click the tab called Other Reports.
4. On the custom report you wish to duplicate, click on the three dots in the top right-hand side of the report tile.
5. Click on Duplicate.

Once created, you can identify a report's visibility status on the main Reports dashboard by the icon next to the report title:

• 🔒 Padlock icon - "Only visible to you" (Private report)
• 👥 Group icon - "Shared with you" (Report shared with specific admins or groups)
• 🌐 Globe icon - "Visible to all employees" (Public report accessible to any admin)