How to create a custom employee report

Creating a custom employee report involves naming the report, setting the criteria and filters, and selecting the data fields to include.

Steps

1. Go to Menu → Data and Reports → Custom Reports.

2. In the top right, click New Employee Report.

3. In the Name field, enter the report name (required).

4. Select the report criteria. Each criterion uses an operator, depending on the field type:

   Field type	Operators	Examples
   Date fields	Greater than, Less than, Equals	Joining Date | Greater than | 1 Jun 2015: employees who joined after 1 June 2015.
   Text fields	Like, Begins with, Equals	Last Name | Begins with | A: employees whose last name begins with “A”.
   Search fields	Not applicable	Type a department or grade name and select it to filter the results.

   Screenshot — to be addedpublic/images/articles/custom-report-employee-1.png

5. Select the data fields by clicking the arrow icon next to each field; selected fields move to the right. Use the arrow icons to arrange their order.

   Screenshot — to be addedpublic/images/articles/custom-report-employee-2.png

   If needed, you can also edit the report headers.

   Screenshot — to be addedpublic/images/articles/custom-report-employee-3.png

6. Click Save, then click Show Report.

   Screenshot — to be addedpublic/images/articles/custom-report-employee-4.png

7. In the top right, click Export CSV to download the report in CSV format.

You can sort the data by clicking the column headers.

Related articles

• About custom reports
• How to create a custom student report
• How to edit or delete a custom report