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 tab on your home page, click (2) Reports, and select (2) Select Create Report
✅ Step 2 – Create a report
You can select a template from the list or create a report from scratch.
✅ Step 3 - Select the Report type
You can choose whether you 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 you create a Report from scratch, the system will additionally prompt you to select a primary object for your report.
You can also choose a second-primary/ base object to build your report on.
✅ Step 5 - Select Report columns
✅ Step 6 - Input Report details
You can also select if you want to share the report with others in your organization.
✅ Step 7 - Review the details and Click on Finish
How to Share a Custom Report
While creating a custom report you can also share the report with others in your organisation.
✅ 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 6 above.
✅ Step 2 - Select Recipients
✅ Step 4 -Click on Continue
✅ Step 3 - Review the Information and click on Finish
Frequently Asked Questions
[ACCORDION] Can I share a One-time Report 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 I edit an existing custom report?
Yes, you can edit a custom report after it has been created. To edit the report, select the desired report and click on Edit Report.