How to create a custom employee report?

Modified on Thu, 17 Nov 2016 at 01:58 PM

Creating a custom employee report involves the following:

  • Naming the report

  • Specifying the report criteria along with filters to retrieve specific data

  • Selecting the data fields to be included in the report

At the top of your dashboard, click the module access icon > Data and Reports > Custom Reports.
  1. In the top right, click the New Employee Report button.

  2. In the Name field, enter the name of the report. This is a mandatory field.

  3. Select the report criteria.

For each criterion, specific operator commands must be applied. The following operators are available.

Field Type



Date Fields

  • Greater than

  • Less than

  • Equals

  • Joining date | Greater than | 1 Jun 2015 – Employees joined after June 1, 2015.

  • Joining Date | Equals | 30 Jun 2015 – Employees admitted on June 30, 2015.

  • Date of Birth | Greater than | 01 May 1970 but Less than | 30 June 1970 – Employees whose date of birth is between May 1, 1970 and June 30, 1970.

Text Fields

  • Like

  • Begins with

  • Equals

  • Employee number | Like | BO – Employees whose employee number contains the characters ‘BO’.

  • Last Name | Begins with | C – Employees whose last name begins with ‘C’.

  • Blood Group | Equals | O – Employees whose blood group is ‘O’.

Search Fields


  • Employee department – Enter the department name or a few characters and select the department.

  • Employee grade – Enter the employee grade or enter a few characters and select the grade.

The input criteria will look like this.

  1. Select the data fields to be included in the report by clicking the arrow icon beside each field. Selected fields are moved to the right.

The order in which the data fields appear in the report can be arranged using the arrow icons beside the selected fields.

Use the arrow icon to remove a data field from the report.

If necessary, the report headers can also be edited.

  1. Click the Save button at the bottom of the page.

  1. Click Show Report. Data matching the given filter criteria will be displayed.

The data can be sorted by clicking the headers.

  1. In the top right, click the Export CSV button to download the report in CSV format.

For more information, view this :


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