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Find out how to create custom reports with Factorial! 📊

Beyond the features to manage holidays, documents, time and attendance, tasks, and so on... there are many companies looking for a plus of customization and analytics. For all of them, Factorial HR has an analytics module and advanced functions included at no additional cost.

Through the Reports feature, you will be able to create circular graphics, bar charts, tables, and much more with a couple of clicks! Take advantage of all the information you store in Factorial to run HR reports that allow you to measure and make decisions based on real numbers. Reports on age, salary, seniority, workforce... all in one click and ready to be presented.

How can I create a report? 

There are several ways to create a report in Factorial. 

First of all, only the administrator can create reports, employees with a non-administrator role do not have access to this functionality. 

Create a custom report ✏️

Factorial will allow you to create reports to your liking, with the data you want to get the metrics you want. 

It's very simple! To create a custom graph, simply go to Reports > "+" > Create Custom Report. 

 informepersonalizado

Once you have selected the option to create a custom chart, you will see that you have the following choices: 

  1. Give the chart a title
  2.  Select the type of report 
  3. Adding initial and secondary data
  4. Record the grouping value, if necessary
  5. Add a filter if required 

From here, you can add data to your report to shape it and create a chart that will be useful to you and allows you to plot data. 

mceclip0 (13)

In the attached example, we have taken out a graph to find out which type of absence is most requested by the employees of the company DEMO. 

By selecting a pie chart. 

Adding in the initial data the value: Number of employees 

Adding in the secondary data the value: Type of absence

We see that Factorial provides us with a pie chart of the types of leave requested by employees till today. Also, it gives us a table in which we can see in more detail the types of absence and the number of employees who have requested it.