Custom Reports

Heading to "Reports" in the main left-hand menu of your Admin User account, you will see an array of different reports available to you, in accordance with your individual Admin User permission settings:

The second option down in the first column is our "Employee Report Builder." This is essentially a Custom Report, allowing Users to select from more than 50 different fields of core employee data. The report builder has been designed to give HR Partner Users the power to tailor and streamline their reporting in a way that works best for them!


How does it work?

Upon clicking into the "Employee Report Builder" you will be presented with various filter options, mirroring the other reports within HR Partner:

You will see another tab, named "Layout", just to the right of the "Filters" tab. This is where you can browse and select the fields you wish to include in your report:

To include fields in your report, simply drag them from the right-hand column to the left. Similarly, to remove fields you can move them from the left-hand column to the right. You can also move the fields around to arrange them in the way that you prefer!


Once you're done you can scroll to the bottom of the page where you can name your report, save it (including your filters) and Print, which will open up a PDF of your Data:

Note: as with all other reports within HR Partner, clicking on the arrow beside the word "Print" will present further options. These allow you to export your data to CSV, which will open up as a spreadsheet, as well as both JSON and XML files, which are commonly used to import data into other systems.

Happy reporting!