This article explains how Deel HR clients can easily create customized reports and share them with others in the organization.
In this article:
How to create a custom report
✅ Step 1 – Click on Create Custom Report
Select the (1) Analytics icon on the home page, click (2) Reports tab, and select (2) Select Create Report
✅ Step 2 – Create a report
The clients can create a new report from scratch by selecting columns and filters.
✅ Step 3 - Select the Report type
Clients can choose whether they want to create a report and save it to the Dashboard or create a One-time report that will not be saved in the dashboard.
If a report is created from scratch, the system will additionally prompt the client to select a primary object for their report.
Clients can also choose a second-primary/base object to build their report on.
✅ Step 4 - Select Report columns
Select the report type and enter the report details.
Clients can also select if they want to share the report with others in their organization.
Review the details and Click on Finish.
How to Share a Custom Report
While creating a custom report, clients can also share the report with others in their organization.
✅ Step 1 - Click on Share with Others
After clicking on Create Custom report, select the report type, primary object, and report columns.
Click on Share with Others while entering report details in Step 4 above.
✅ Step 2 - Select Recipients
Review the Information and click on Finish.
Frequently Asked Questions
[ACCORDION] Can a One-time Report be shared with others?
No, a One-time report cannot be shared with others through the platform. The option to share a report will be available only if the report type is set to "save to dashboard".
[ACCORDION] Can an existing custom report be edited?
Yes, clients can edit a custom report after it has been created. To edit the report, select the desired report and click on Edit Report.
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