This article explains how to create reports in Deel Analytics 2.0, add visualizations (line, bar, donut, area), configure fields and filters, and save your work as a standalone report or to dashboards.

It also covers grouping, sorting, and best-practice tips for building clear and reliable insights.

Note: Some features described in this article are part of Analytics 2.0, which is currently in progressive rollout. If you do not see these options, your account may still be using the legacy Analytics experience.

In this article

Prerequisites and access

Access the new Analytics 2.0 platform

Create a report from a template

Configure fields, filters, sorting, and grouping

Add visualizations (line, bar, donut, area)

Save your report (single report, existing dashboard, new dashboard)

Frequently Asked Questions
 

Prerequisites and access

Before you start:

• You must have Analytics access in your Deel account.
• Ensure you have access to the new analytics permissions in Analytics 2.0 to view the data sources you plan to report on (e.g., Payroll, Headcount, Time Off).
• Data in Analytics updates according to your workspace’s refresh schedule.
• If you cannot see Analytics or a specific data model, contact your Org admin.

Access the new Analytics 2.0 platform

If your organization has access to Analytics 2.0, you will see an upgrade banner at the top of your Analytics page.

Step 1 - Navigate to Analytics 

Click on More and Go to Analytics from your Deel sidebar. Click Access new Analytics in the banner.

Analytics 2.0 includes three key sections:

• Overview – Your personalized landing page for quick insight
• Dashboards – Visual collections of saved report tiles
• Reports – The workspace for building, customizing, and analyzing data
   

How to create a Report from a Template

Templates provide a quick way to start with preconfigured columns, filters, and chart types. These are ideal for repeatable business use cases.

Step 1 - Navigate to Analytics 

Go to the Analytics page and select the Reports tab.  

Step 2 - Choose the applicable template to base the report on

You can select from a list of available templates and configure them to suit your organizational needs. 

Depending on the template, the default view may be a table or a chart (bar, area, line, donut).

Step 3 - Configure the fields 

In the Available Fields panel, you can:

• Add additional columns
• Replace or remove existing ones
• Pull in data from supported data sources

You can also create a custom measure by clicking on create and selecting the measure field, type, and format.  

Step 4 - Adjust the Filters and Run

Adjust filters such as date range, country, or worker type. Click Run to explore the data.

Configure fields, filters, sorting, and grouping

Use these tools to refine your dataset before turning it into a visualization.

Fields (Columns)

• Add or remove columns to control what appears in the table.

Filters

• Apply filters to refine your dataset.
  Example: Country = "UK" + Date = "This quarter".
• Combine filters using AND/OR logic for precision.

Grouping

• Group by category (e.g., Country → Department) to create roll-up totals.

Date and Time Grain

• Choose Monthly, Quarterly, or Yearly intervals for trend reports.

Tips:

• Start with simple filters and build up, complex filters may slow performance.
• Use grouping to clarify comparisons and summarize totals.

How to Add Visualizations

Visualizations help you turn data into meaningful insights.

Step 1 - Choose a visualization

Click on the top right in the report builder toolbar and select a chart type:

• Line chart – Trend over time (e.g., monthly payroll cost).
  X-axis: Date (by month/quarter) • Y-axis: Metric (e.g., Total Cost)
• Bar chart – Compare categories (e.g., cost by country).
  X-axis: Category (e.g., Country) • Y-axis: Metric
• Donut chart – Share of a whole (e.g., headcount share by department).
  Slice: Category • Value: Metric (e.g., Headcount)
• Area chart – Cumulative/trend focus (e.g., total cost over time with volume emphasis).
  X-axis: Date • Y-axis: Metric

Step 2 - Configure the visualization fields

Define your:

• X-axis (e.g., Date, Country)
• Y-axis (e.g., Total Cost, Headcount)

You can also select from the same fields used in the table, which appear in the “Fields used in the table”category.

Step 3 - Generate the Visualization

Click Run to generate the visualization. (Optional) Configure labels, legends, sorting, or category limits.

Tips:

• Each visualization can display one dataset, add multiple for different angles.
• For time-based visuals, the X-axis must be a date field.
   

How to Save a Report

Choose the save method that fits your workflow. Additionally, you can also make click on the bottom three dots and mark the report as a favorite. 

Save as a Single Report

1. Click Save.
2. Select Save report.
3. Enter a name and optional description.
4. Click Save.

Your report appears under Analytics → Reports.

Best practices:

• Use naming conventions (e.g., Payroll Cost - Q3 -US).
• Add a description for teammates (date ranges, key filters, data sources).

Add to an Existing Dashboard

1. Click Save → Add to existing dashboard.
2. Choose the dashboard.
3. Click Add.

Your visualization is added as a new tile.

Best practices:

• Group related charts together (e.g., trend + breakdown).

Save as a New Dashboard

1. Click Save → Save as new dashboard.
2. Enter a dashboard name and optional description.
3. Click Save.

A new dashboard is created with your visualization included.

Best practices:

• Create separate dashboards for distinct goals (e.g., Workforce KPIs, Payroll Metrics).
• Use clear naming conventions.
   

Frequently Asked Questions

[ACCORDION] What’s the difference between saving a report and adding it to a dashboard?

A saved report stores your dataset and configuration. A dashboard displays one or more visualizations for quick monitoring.

[ACCORDION] Can I edit or delete a report after saving it?

Yes. Go to Analytics → Reports, open the report, and select Edit or Delete.

[ACCORDION] Do charts update when data changes?

Yes. Visualizations refresh automatically with the latest available data.

[ACCORDION] Why does my chart show “No data”?

Check your filters, fields, and date ranges. For line or area charts, ensure the X-axis uses a date field.

[ACCORDION] How can I compare periods (e.g., this quarter vs last quarter)?

Duplicate the visualization and change the date filter, or use fields that include prior-period values if available. For example, using the pivot function.