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!
Related Articles
Configuring Automated Report Emails
This article will define the steps of how to set up an automated report email within the Elevated System. Automated report emails will allow you to set up custom reports that can then be sent to you via email on a daily, weekly, monthly, or even ...Customize Columns on Reports
When creating custom reports, you may want to add columns that combine or total two existing columns. To do so, you would need to create a Custom Column and utilize Expressions to allow the system to have the data reflect as you wish. Below is an ...Payroll Related Reports
For the most common payroll reports, navigate to the Hamburger Menu > Team Icon > Payroll > Reports. Within the reports section, there are subcategories that will assist in the navigation of the type of report you're looking for. Below outlines the ...Payroll Related Reports
For the most common payroll reports, navigate to the Hamburger Menu > Team Icon > Payroll > Reports. Within the reports section, there are subcategories that will assist in the navigation of the type of report you're looking for. Below outlines the ...All HR Action Requests Reporting
Purpose This document outlines the process of viewing the All HR Action Requests Report within the Green Leaf Elevated System. How to Access All HR Action Requests Report Log into your Elevated account and navigate from your menu to: Team > HR > ...