Available for the following plans: Employment Plus, Employment Unlimited
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 Reports on the main menu.
- On the Reports page, click the tab called Other Reports.
- Click Custom Report.
- Click Create New Report.
- Under Let's start creating an awesome report... subheading, add the following details:
- Type your preferred report title in the Report name field.
- Type what this report will cover in the Description field.
- In Report group, select from the drop-down menu.
-
Click on Next.
- Select Create my own from the Report Type drop-down menu.
- 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)
- Statutory 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).
- Click on Next.
- 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.
- Click on Create.
Important
If your report contains fields with historical records, you may find it presents duplicate entries. To avoid this, tick the Exclude history checkbox (it is to the right of the Exclude terminated employees checkbox). The Exclude history checkbox will be greyed out unless your report has fields with historical records (i.e. 'Benefits', 'Employment History', and 'Pay Details').
Explore related content
- View 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.
- Create and download employee headcount reports 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.