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 Assets:

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).

The Importance of Groups in All Reports

Groups are considered when running any Report within HR Partner, and if you have used Groups, but haven't yet added every staff member into a Group, then you need to adjust your Report settings accordingly.

To rectify this, please make sure that you are choosing the option to (include no group) when running your reports. This will ensure that all staff - those who have a designated Group and those who do not - will be included in the Report.

Dynamic Dates

Did you know that you can set your favorite filter options on reports within HR Partner and reprint them on a later date to save time filling out all the drop-downs again (we have a separate article Saving a Report that goes into detail about how to accomplish this)?

For example, you can create a saved Absence/Leave report entitled "Employees on leave from Finance and Administration for this month" and save those filters for Departments and Absence Dates so that you can re-run this report many times.

This is great for the drop-down filters for Departments, Locations, etc. as these don't change very often. But you can also do this for date filters using the 'dynamic date' selectors in all HR Partner reports. This means that you can now choose a date selector like 'Beginning of This Month' or 'End of Last Quarter' or even "In 2 Weeks Time" and the system will automatically populate the dates for you at the time of running the report!