We get it—it's frustrating when you can't find a report with the exact employee information you need.
While Humi gives you many reports in the Reporting module, sometimes you just need something more specific. No worries—you can easily create a custom report using details from the employee's profile in a few minutes.
How to create a custom report
In Reporting, head to the Custom Reports tab and click on the + Create Custom Report button in the top right corner.
Step 1: Report Information
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To start, name your report and in the Select Columns section, check the boxes next to the information you want to include.
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Click the dropdown arrows for each category to reveal the checkboxes, then choose the fields you want to display as columns in your custom report. Remember, you must select at least one column.
- Once you've selected all the necessary columns, click Next.
Step 2: Apply Filters
By default, custom reports display information for all active employees. However, you can add filters to your report to focus on a specific group.
- Click the + Add new filter link to add filters and enter your criteria. Use the first dropdown menu to select the field you want to filter by, with options including:
- Department
- Employment Type
- Manager
- Office
- Legal Sex
- Status
- Start Date
- Termination Date
- Termination Type
- Compensation Type
- In the second dropdown menu, select how you would like to filter by that field by selecting from these choices: Is, Is not, Is blank.
- In the third field, select the final condition. The filter field you selected in Step 1 will determine the options you can choose in this field.
For example, if you wanted to create a report with all active employees from the 207 Queens Quay Office location, you can leave the status filter as in and then click + Add a new filter link> select Office from the dropdown menu > Leave the field "Is" > Select 207 Queens Quay location in the third field. - Once you've added all the required filters, click the Complete button.
Step 3: View and export the report
Humi will automatically direct you to the newly created report page, where you can view the columns and export the report by clicking the Export button and selecting the format you prefer.
You can access this custom report anytime from the Custom Report table (Reporting > Custom Reports).
That's it! You've officially created your custom report! You can make as many of these as you need, and they're a great way to organize and analyze employee information.
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