How to Create a Saved HR Report

How to Create a Saved HR Report

How to Create a Saved HR Report

Navigate to Hamburger Menu > Team Icon > HR > Reports, and then select the desired Report from available options (In this example I will be using the HR Action Requests Report)



Clicking the Ellipses on the right side of the page, navigate to Add/Remove Columns and then use the checkboxes and Add / Remove buttons at the bottom of the pop-up to create your desired report, removing unnecessary columns.


Apply any Filters in the remaining columns (specific forms, HR actions, Cost Centers, etc.) that you wish to include in the report.

Click the Ellipses again, select Save View As, then Name your View and select if you would like it to be the default view when you visit this tab in the future, as well as any other employees in the system you'd like to share the report with.



Click Save

You can quickly access all of your Saved HR Reports by navigating to Hamburger Menu > My Info Icon > My Reports > Saved Reports



Done!
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