Reports Page Overview
Navigate to Admin > Analytics > Reports.
Search for the report, Sort By: Alphabetical or Last created, or filter by report type.
Next to the report, select the ellipsis (...) to:
Schedule:
Once you have built out your recurring report, select Schedule.
Enter a Title and choose the export Frequency: Daily, Once a Week, or Once a Month.
Select Save.
When your export is ready, you’ll receive an email notification with a link to your export to download. Select View report.
Share:
Select the ellipsis (...) next to the report you are looking to share> Share.
Select the employees you want to share the report with.
Select Save changes.
Duplicate:
Select the ellipsis (...) next to the report you are looking to duplicate > Duplicate.
Create a new title for the duplicated report > Save.
Delete
Types of Reports
Employee Snapshot: View an employee snapshot showing their current records.
Review Responses Log: View all submitted responses from your performance reviews.
Add Fields and Rearrange Columns
Add Fields
When designing a report, admins can search for and select the fields they would like to include in the report:
Navigate to Admin > Analytics > Reports.
Select the report OR create a New Report.
Under Select tracked fields, search for and select the fields to include in the export:
To select all fields within a category, mark the checkbox in the categories column on the left-hand side in the Fields section.
To select specific fields within a category, select the category on the left-hand side in the Fields section and mark the checkbox for any relevant fields on the right-hand side.
Once configured, Save or Download.
Rearrange Columns
Navigate to Admin > Analytics > Reports.
Select the report OR create a New Report.
On the right-hand side, under Columns, drag and drop the column headers to your preferred order.
Preview a Report
Navigate to Admin > Analytics > Reports.
Select the report OR create a New Report.
Select Download CSV > Preview Report.
Download a Report
Navigate to Admin > Analytics > Reports.
Select the report OR create a New Report.
Select Download CSV > confirm by selecting Download CSV.