How can admin generate yearly headcount report?

Customize reports provides specific, relevant, and actionable information to different stakeholders. It helps in analyzing data and identifying trends, strengths, weaknesses, opportunities, making informed decisions.

To generate a yearly headcount report, the admin must perform the following actions:

1. From the greytHR Admin login, navigate to Reports > Query Builder. The Query Builder page opens.
2. Click the Create Report button. A form opens. 
3. In the Choose Fields section, from the Available Fields dropdown list, select the category you want to add to your report. A list of all the fields related to the selected category appears.
4. Select the required field name and click ⇾ to move the selected field under the Output Fields section.
   Note: To move the selected field back under the Available Fields section, click ⇽. You can also click × against the selected field to remove the field.
5. Click Next. The Sort Order section opens. 
6. From the Output Fields section, select the fields one by one and click ⇾ to move the selected fields.
7. Click ↑ or ↓ to arrange the fields as per your preferences.
8. Click Next. The Filter Criteria section opens. 
9. Under the Quick tab, from the Category Type dropdown list, select the required category. A list of all the relevant fields appears.
10. Select the required category and click → to move the fields to the right column.
11. To create a custom category, click the Custom tab. You can use the custom options to create a custom filter, such as joined date, employee name, and employee number.
12. Click Next. The Results section opens. 
13. In the Report Title text box, enter the name of the report.
14. In the Description text box, enter the description of the report.
15. From the Employee Filter dropdown list, select the required option.
16. Select the Accessible for all user checkbox to make the report accessible for all users.
17. Select the Select users to allow them to edit the report checkbox, if necessary. 
18. Click Export to view or download your report in excel format.
19. Click Save Report to generate the new report on yearly headcount of employees. The new report appears on the Query Builder page.

Note: You can edit the report by clicking the report name. You can also delete a report using the Delete icon available next to the report name.

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Related Links:

❓FAQs- To read more FAQs about Query Builder, click here.

📃Documentation- To learn more about Query Builder, click here. 

▶Video- To watch video on Query Builder, click here.

📢Product Update- To read about the product update, click here.