Generating Custom Reports

Last Updated: August 26th, 2025

Overview: If your reporting needs are not covered by Preset Reports, you can generate tailored insights using Custom Reports.

This article explains how to create and generate them. 

TABLE OF CONTENTS

• Generating Custom Reports

Generating Custom Reports

1. Go to Reports > Custom > Add Report.
   

2. A pop-up will appear asking you to choose between two report types:

   • Snapshot Report – Provides an overview of your workforce based on a specific date.

     Example: Active employees as of a certain date.

   • Master Report – Provides a comprehensive report of employee details, including career progression.
     

3. Select Sections and Fields. You will be brought to a page to start generating the report 

   • Choose the sections and fields you want to include in your report.
   • Custom Fields you’ve created are also available for selection.
   • Note: Selecting a section automatically includes all fields within it.

   • Example: Choosing ID & Visa will also select ID Country, ID Type, ID Number, Issue Date, and Expiry Date.
      

   • There are sections and fields where a button called "Include Past, Present, Future Records" will show when you tick them. This is because these either have multiple entries or have historical/upcoming records, and the full record will be included when the button is turned on. Listed below are these sections. Note that in every report, you can only select 1 of these sections/fields to be included in full:
     • ID & Visa
     • Emergency contact
     • Dependent
     • Job
     • Team
     • Compensation 

4. Manage Settings and filters

   • Enter the report name (description is optional).
   • Apply sorting and filters to narrow down your report

     Example: Sort by First Name A–Z, filter by Active Status.
     

5. Review and Generate

• Review your selections and details.

• Choose one of the following:

  • Save – Store the report template to generate later.

  • Download Report – The report will be generated and sent to your email within a few seconds.
    
    

Related Article(s):

• Generating Preset Reports

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