Creating a New Report

Did you know that you can create and run Reports in HR Partner to gather information on your employees? You can also save these Reports and run them time and time again, as the need arises.

To create a new report, scroll down to the Reports module towards the bottom left hand side of your Admin User screen. From here you will be taken to our Report dashboard

To create a new report, click on the report type you require on the dashboard. For example, let's say that you want to run a report to find out who the computers in the company are assigned. Start by selecting Asset:

This will open up a separate window with a new set of parameters that you can specify for your report.

Select Computer under Asset Type and the report will pull data for every employee who is assigned a Computer.

Scroll further down and you can rename your report, save it for future use or you can click Print and a separate window will open with a web-based report for easy printing.

Don't forget that you can also choose to Export your Reports by clicking on the arrow next to Print and Export as a JSON file, or as a CSV.  You will also have the option in here to download all attachments that are linked to the results of the report (See the related article below for more information on downloading attachments).