Take advantage of all the information you store in Factorial to run HR Reports that will allow you to measure and make decisions based on data.
Through the Reports Feature, you will be able to Create:
◻ Bar Graph
◻ Pie Chart
◻ Area Chart
◻ Line Graph
◻ Data Table
◻ Metric
First, Create a Dashboard
- Go to Reports
- Press on + Create Dashboard - 📍 Located in the upper right corner
- Fill in the required fields
- Click on Create
How to Create a Custom Report?
- Reports
- Dashboards
- Add New Report
- Opt for Custom Report
Create a New Report
Fill Out the Data and Generate a completely Customized Report:
- Report Name
- Dashboard
- Select the Report type
- Initial data
- Secondary data
- Group data (Optional)
- Filters (Optional)
Create your First Report following this Example: Which is the Type of Absence most Requested?
Report Name: Type of Absences Requested in 2020
Dashboard: Time-Off
Type of Report: Bar Graph
Initial Data: Number of Absences
Secondary Data: Type of Absence
Group data: Full name
Filters: Start and End date of the Absence
Share your Reports
If you view or edit a report, you will see that certain symbols appear in the upper right corner. One of them will allow you to share the report. Click on the sign (marked in the capture below ↓), and you will have the report URL copied to share it with other users.
