Generating Custom Reports

Last Updated: June 14, 2024

Overview:

If you have some reporting requirements that are not provided by the preset reports, you may generate a report through Custom Reports instead. We'll learn how to create custom reports in this article.

Generating Custom Reports:

• Go to Reports > Custom > Add Report
  
  

• A pop-up will appear for you to choose between Snapshot Report or Master Report
  • Snapshot Report - Get an overview of your workforce based on a specific date, e.g. Active employees on a specific date.
  • Master Report - Get a comprehensive report based on employee details, from basic info to career progression.
    
    

• You will be brought to a page to start generating the report. In step 1, select the sections/fields you want to include in your report. Included in the choices are the Custom Fields created. Keep in mind that if you select a section, all fields within it are also selected. i.e. selecting ID & visa will select the ID Country, ID type, ID Number, Issue date, and Expiry date fields too. Click Next.
  
  

• 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
    
    

• In step 2, choose the report name, description is optional. You can then sort and filter the report in this page. E.g., sort by First Name A-Z, filter by Active Status. Click Next.
  
  

• In step 3, review the details of the report. Once you're good with this, you can click Save and generate the report at a later time, or click download report and it will be sent to your email after a few seconds.
  
  

Related Article(s):

• Generating Preset Reports

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