All of the reports have been consolidated into one section called Reports and Analytics. As an Admin user, you may now access all of the reports in one section. Go to Reports and Analytics -> Expand the Modules -> Select the Report.
- HR Administration
- Employee Management
- Recruitment (ATS)
- Time Tracking
- Travel and Expense
- Request Desk
|All Reports||Access all the reports in this tab|
|Standard Reports||The reports which come pre-packaged with the product|
|My Reports||The reports created by the logged-in user|
The reports have recently been accessed by the logged-in user in the past 7 days and the past 30 days and it displays up to 10 reports.
How to search reports
The user can quickly locate a specific report by typing the report name in the search bar. Over time, as the number of reports in the system increases, it can become challenging for HR to locate a certain report when other pressing tasks also need to be performed. The search box is located at the top of the report list, where users may type in the name of the report they are searching for. The system will then suggest reports that match the keyword typed into the search field and will list the results in a dropdown as shown below. The user may select the required report and the system will direct the user to this report.
How to create Folders
The user can create folders to keep all their generated reports in one place by allowing for greater flexibility in how altered or customized reports are stored and how quickly and easily necessary reports can be accessed.
For instance, should a user wish to create a new folder to store a newly generated report of "New Employee Data" the user can simply generate the new report and choose to store this new report in the folder they have created. Once done, a new folder section will be available to the user to access all of the reports stored in that folder.
Step1: Click "New Folder" enter the folder name and click save.
When creating new reports, the user can select the created folder from the dropdown as shown below and click save.
Once the report is created, that report displays under the newly created folder as shown below.
How to Create new reports
Step 1: Click the "+ New Report" then the system displays the pop window to select the report type and the folder.
'Save As' Option
The "Save As" option allows you to save a report view with its current configuration for future use or reference. When you create or customize a report view with specific settings, filters, and visualizations, you can use the "Save As" option to save that particular configuration as a template or a separate instance.
Cross Module Functionality
The enhanced Reports and Analytics feature will allow admins to add performance tracker details to a broader set of reports. The cross-module functionality has been enhanced to incorporate Employee Trackers, enabling users to access both Employee Management and Trackers in a unified report. By combining performance data with other HR metrics, managers and stakeholders can gain a comprehensive view of employee performance and make informed decisions.
The cross-module reports feature allows admins to generate reports using tracker log feedback that was recorded from the tracker log. By creating a new report, we can define the option to add tracker logs as the columns that will show in the reports and analytics section.