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How can admin create reports manually?

Product Content Team
  • Updated

 

The reports are important for providing specific, relevant, and actionable information to different stakeholders.
To create reports manually, 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 + Create Report. The CHOOSE FIELDS section appears.
  3. In CHOOSE FIELDS section, under Available Fields, from the Select Category dropdown list, select the required category.
  4. Click the -> arrow to drop the category in Output Fields.
  5. Click Next. The SORT ORDER section appears.
  6. Select the category from Output Fields and click the -> arrow to drop the category in Sorting Order.
  7. Click Next. The FILTER CRITERIA section appears.
  8. In the FILTER CRITERIA section, under the Quick tab, from the Category Type dropdown list, select the category type.
  9. Filter the details and click Next. The Result section appears.
  10. In the Report Title text box, enter the required title.
  11. In the Description box, enter the description.
  12. From the Employee Filter dropdown list, select the required filter.
  13. Select the Accessible for all user or Select users to allow them edit the report check box as per your requirement.
  14. Click Save Report to generate report manually. Alternatively, you can click Export to export the report in excel.

 

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Related Links:

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

▶Video - To watch the Reports Gallery, click here.

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

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

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