What's covered in this guide?
Save a custom report
Here's how to save a custom report:
Open the report
Customise columns and apply filters
Click Generate
Go to Actions > Save to My Reports
Provide a name and description
Schedule the report
Select Create Custom Report to save it
Access a custom report
Access a custom report by navigating to Reports > All Reports > My Reports, select the custom report, and click Generate.
Edit and update the custom report
You can update the filters of a custom report. You will need to regenerate the report and save your changes by navigating to Reports > All Reports > My Reports, selecting the custom report > Actions > Update custom report:
Schedule a custom report
To schedule an existing custom report to be emailed to you:
Go to Reports > Custom Reports.
Select the report you want to schedule.
Click Actions > Update the report.
Choose who you want to share the report with. Learn more about sharing reports here.
Set the email frequency.
Set the email time (optional).
Choose whether you want to send the report to other employees (optional).
Click Update Report.
The report will be emailed to you with an attached CSV file and a link to open the report on the date and time you selected.
Pin a custom report
You can also pin your custom reports (or any other reports!) for ease of access. To do so, navigate to your desired report and select Actions > Pin Report.
Pinned reports will then appear in the Reports menu for convenient access.
They will also appear at the top of your Reports tab and with a pin icon next to them in your main reports list.
Add Saved Custom Reports To Your Dashboard
To add a saved custom report to your dashboard, simply click the + Add Widget button at the bottom of your dashboard (i.e., homepage), then scroll down until you see your saved report listed under the custom title you assigned.
From there, the report will appear directly on your dashboard. Just click 'Generate', and the data will load.
FAQs
How do I save a custom report?
How do I save a custom report?
Open a report and choose your columns and filters.
Click Generate.
Choose Actions → Save as custom report, give it a name and click Create custom report.
You can set sharing and email scheduling in the same window. Saved reports appear under Custom Reports on the Reports page.
How do I edit or rename a custom report?
How do I edit or rename a custom report?
Open it and choose Actions → Update custom report. Only the person who created the report can edit it.
Can I duplicate my own report?
Can I duplicate my own report?
No. You can only duplicate a report that someone has shared with you.
How do I schedule a report by email?
How do I schedule a report by email?
In the save or update window, choose an Email frequency and Email time. The options are:
Every Day (For Week To Date)
First Day of Week
First Day of Fortnight
First Day of Month
Reports arrive as a CSV attachment with a link to the full report.
Can I change who receives it?
Can I change who receives it?
Tick Send this report to other employees? and choose position titles and/or teams. You can't add individual email addresses. Each recipient only sees data they have permission to see.
Can I change the subject line, or send it on a specific day?
Can I change the subject line, or send it on a specific day?
No. The subject line is fixed. Weekly and fortnightly reports go on your week-start day, and monthly reports go on the 1st. Only the hour of the email time is used, so a report set for 9:45 goes out during the 9am hour.
Why didn't my scheduled report arrive?
Why didn't my scheduled report arrive?
Common reasons:
The frequency is set to "Don't Email This Report".
The report's owner has been deactivated or has lost access to Reports.
A recipient doesn't have Reports access or a valid email address.
The position or team selection matches nobody (check the Both/Either setting).
The report was deleted.
How far back can I run a report?
How far back can I run a report?
Most reports allow up to one year per date range. HR reports have no limit.
Can I pin a report?
Can I pin a report?
Yes. Use Actions → Pin report and it appears under Pinned Reports.
Can I add a report to my dashboard?
Can I add a report to my dashboard?
On the dashboard, click Customise, open the menu next to Add Widget and choose Add a Report Widget. Payroll reports can't be added.