Reports – Create, Share, Request and more!
Easily create your reports with the ClayHR report designer. To begin with, please navigate to the “Analytics” –>“Reports” ->“New Report”.
Some of the features provided are as follows:
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Send a report to a group of people, along with an optional message.
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To make the report a favorite, click the icon. From the report home page, you can easily navigate to this report.
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Print the report.
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Refresh the report data.
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You can easily download the report in a variety of formats, including CSV and Excel, along with the filters you’ve chosen.
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Click the edit icon to add any columns, filters, or access to the report, as well as to make it a scheduled report.
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Toggle full-screen mode to make it easier to read and analyze the data.
Follow the guidelines for creating a report:
- Give your report a “Title” and choose a “Section” where it will appear. Then go ahead and proceed with that.
- A screen will appear where you can design and add columns.
- On the top left, you will be able to see some options from where you can choose.
- Select the “Entity” such as users, goals, timecards after that next step is to “Add fields” to your report.
- Furthermore, you can add filters to it, such as the status of the users – active or inactive. The report will show data accordingly.
- Click on the “proceed to visualization” button for adding more details.
- You can choose which form to be used to visualize your reports, such as tabular, bar chart, or pie chart.
- Then, “Proceed to report settings”. In which you can “add user” or “a user group” who will be able to access this report.
- Furthermore, you can categorize your report under a particular dashboard by clicking on “Add To Dashboard” or You can select how often you want to send a “Scheduled report” to selected users.
- On the “Report view page”, you can see your final report.
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