Custom Reports

Having the flexibility to generate reports that match your specific requirements is crucial. This is where the power of custom reports shines. At the heart of this functionality is the user’s ability to handpick the fields that matter most and create reports that provide targeted insights. In this article, we delve into the world of custom reports, exploring how users can harness this feature to curate data-rich reports and conveniently download them in CSV format.

Access the Administrative Dropdown Menu and choose “Custom Reports” within the Human Resources section.

Upon doing so, you will be directed to the custom reports page. Here, you can tailor your report according to the data, ensuring it aligns precisely with your requirements.

On this page, you also have the capability to view all the custom reports that have been generated. This functionality permits you to Add, View, edit, or if necessary, delete the custom reports. Additionally, you can duplicate the custom reports you’ve crafted by clicking the copy icon under the action column.

To Add New Custom Report, Click the Add New Report button.

Upon clicking, you will be directed to the “Add Custom Report” section, allowing you to personalise your report according to your preferences.

Report Name: refers to the distinct identifier assigned to a specific report. It serves as a label or title that helps users quickly identify and differentiate various reports from one another.

Report Type: refers to the category or classification that a report belongs to. It can be classified as Headcount Report, Visa Report, Certifications Report and alternatively you can Create your own.

1. Headcount Report – a document that provides an overview of the total number of employees within an organisation at a specific point in time. This report typically includes information such as the total headcount, the number of employees in various departments or teams, and any changes in employee status (e.g., new hires, terminations). The headcount report helps organisations monitor their workforce size and composition, which is essential for workforce planning, budgeting, and decision-making.
2. Visa Report – a document that outlines the visa status of employees or individuals within an organisation. This report provides information about the type of visa held by each individual, including details such as the visa expiration date, visa category, and any related conditions or restrictions. Visa reports are commonly used by companies to ensure compliance with immigration regulations, track visa expirations, and manage the legal status of their foreign employees. This helps organisations ensure that their workforce is in alignment with legal requirements and facilitates timely visa renewals or applications when needed.
3. Certifications Report – a record that compiles information about the certifications held by employees or individuals within an organisation. This report includes details about the certifications obtained by each person, such as the certification name, issuing authority, date of issuance, and expiration date if applicable. Certifications can cover a wide range of areas, from industry-specific skills to safety training and professional development. The certifications report helps organisations track the qualifications of their employees, ensure compliance with regulatory requirements, and manage training and skill development initiatives effectively.

Staff Status: refers to the current state or condition of an employee within an organisation. It indicates whether an employee is active, blocked or a recruit.

Description:  refers to a detailed explanation or account that provides additional information or context about the custom report.

Drag the elements to the selected elements column once you’ve completed the form. Choose the required field for your custom report.

Once you’ve finished, press the “Save” button. You can then access the custom report in the list of customer reports. To download CSV reports, simply choose the custom report and click the “Download CSV Reports” button.