How to Create Custom Reports
Sometimes a Standard Report may have too much information, or you may find yourself generating multiple reports to get the right information you need. With Custom Reports, you can create your own report that contains the exact information you need to consistently pull on a regular basis.
Custom Reports also allow you to generate reports containing Custom Fields. For example, if you've created Custom Fields to store employee licensing information in the employee profile area, you can generate a report of all employee license information by adding Custom Fields to a Custom Report.
To Create a Custom Report:
- Select the "Reports" tab in the top navigation menu.
- Select “Add Custom Report” above the list of Custom Reports. The "Add New Custom Report" modal will open.
- Add a title for the Custom Report and select which data types to include on the report using the dropdown selector and clicking “Add.”
- Drag and drop selected data types to reorder them. The order in which they appear in the modal is the order that the data types will appear in columns on the report.
- Once your Custom Report is saved, it will appear in the Custom Reports list in the Reports feature.
- To generate, select the name of the report from the listing, select the desired subgroups, determine if you'd like to include terminated employees and/or dependents, enter your email, then select "Generate and Send."
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