Creating a report in WorkBright is easy! To get started, click the 'Reports' tab at the top of any page in WorkBright, then click the orange “+ New Report” button to create a new report, or the name of a saved report to use an existing report.
On the next screen, you’ll see two columns: fields, and filters. When you create a report in WorkBright, think of it as building a spreadsheet: each field you add represents a column of data on your spreadsheet, and each row will represent an onboardee. You can use filters to control which onboardees make it into your report.
Adding Fields to Your Report
When you click “Add a Field,” you’ll be presented with a dropdown of three items: Staff Profile Fields, Staff Custom Fields, and Form Fields:
To find the data you want to include in your report, ask yourself “Where is this information captured when a new hire onboards?” If it’s something like their name or address, you’ll find it in Staff Profile Fields. If it’s something like “Position” or “Pay Rate” that you created as a Custom Field, it’ll be under Staff Custom Fields. If it was captured on a form (this is where MOST of your data is captured), you’ll want to select “Form Fields.”
This will then present a list of your forms, from which you can choose any particular form to reveal a third dropdown of available data from that particular form:
Adding Filters to Your Report
Filters determine which onboardees will show in your report. Similar to adding fields, you can find filters from the standard staff profile fields, the custom staff profile fields, or from form data.
Any subsequent filter you add is an additional limit on which onboardees will show in your report. For instance, if you have a filter showing all active onboardees and then add a second filter to only show those for whom their W-4 form has been “accepted,” you are eliminating all inactive onboardees AND all active onboardees whose W-4s are either Missing, Pending Review, or Rejected.
Run Your Report to Reveal the Opportunity to Download to Excel or CSV
Once you run your report, you’ll see the opportunity to download to excel or CSV, print, or copy. You can also simply view the data on the screen.
If you're creating a report you'll use again in the future, such as a report to check for expiring documents or forms, you can click the 'Save' button in the upper right hand corner of the page. You will be prompted to title your report, and if desired, add a description. It will then appear on your list of saved reports, as seen in the first screenshot of this article, and on your reports homepage.