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 wish to schedule
Click Actions > Update the report
Set email frequency
Set email time (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
I can't see the option to save a particular report. Why not?
I can't see the option to save a particular report. Why not?
Please note that we regularly add and update our reports, so some of our older reports don't support this functionality. Any newly released reports or those located under Workforce > Employee Reports support the save, pin, and schedule functionalities.