1. Help Center
  2. I am an Administrator

How to create different types of reports

In this article you'll learn how to create differents types of reports, and also see examples of when to use them.

How to create a report? 

  • Head to Reports on your side bar menu
  • Choose the dashboard you want to include the new report or create a new one by clicking on the + Create dashboard - 📍 located on the top right corner
  • Inside the dashboard click on +Add new report - 📍 located on the top right corner
  • Select the option Use report builder
  • Then you will have to:
    1. Name the report
    2. Select the type of report (e.g. bar graph, pie chart, etc..)
reports

💡 Once you have selected the report type, you will be able to start introducing data and filters to create your custom report. You will see how it will develop. And when you're done, simply click on: Save to Dashboard  (📍Located in the upper right corner).


Examples of reports you can create

Salary Distribution per Team

    • With this report you can get visual data about the comany's salary distribution per team, which helps to better understand and improve the compensation strategy. 
      • Inside the report builder select the pie chart report type
      • On the field initial data (what the report will be about) you select the Gross Salary 
      • Then select aggregate by: avarage
      • Then, in order to group the initial data you have to insert a secondary data, and in this case you need to put team/department
      • If you want to specify the information that you are gathering even more, you can create a filter (e.g. equals female - to show only the distribution salary per team per gender female people)

report-1

Avarage of Salaries per Team within active employees 

  • With this report you can get visual data about the comany's salary distribution per team, which helps to better understand and improve the compensation strategy. 
    • Inside the report builder select the bar chart report type
    • On the field initial data (what the report will be about) you select the Gross Salary 
    • Then select aggregate by: avarage
    • Then, in order to group the initial data you have to insert a secondary data, and in this case you need to put team/department
    • If you want to specify the information that you are gathering even more, you can create a filter (e.g. active employees - to show only the salaries per team for active employees)
      report2