Custom
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      1. System Guide
      2. Reports
      3. Custom

      How to create a Custom Report

      Managers can create Custom Reports

      1. Go to Manager > Reports > Custom

      2. Click + Create Report 

      3. Enter a Report name

      4. Select the columns you wish to include in your report. 

      5. This can be any field within an employees’ profile, broken down into the same categories for ease. The report can have a maximum of 20 columns.

      6. The Employee ID and Name will always appear in the first columns, followed by the other columns you have chosen.

      7. Toggle off Show Active Employees Only to include inactive and archived employees

      8. Toggle on Report Visibility to view this report in the main page.

      9. You have the option to add a description and an icon here too.

      10. Select the category you want the report to display in.

      11. Toggle Count and Totals to view the total number of employees displayed on the report.

      12. Click Save Template

      13. You can download the report as a .csv file by clicking the download icon.