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As an Admin, you can take a peek into the new Personio experience!

Head to the homepage and switch on the toggle to explore the new Intelligent HR platform, complete with a fresh design and new features. Go ahead and test freely — your changes won't be visible to your employees during this early access phase.

Overview of the Analytics area

This article explains the Analytics area accessible through Personio's main navigation sidebar. This area is divided into the Overview tab and the Reports tab.

Explore the Analytics area

This table shows the actions available in the Analytics area:

Action Description
Help Center article 
Grant other employees access to the Analytics area Give Administrators, HR Managers, and other employees access to the Analytics area so they can create reports. Grant employees access to reports

Create a report in the Analytics area

 Create a report using the new analytics experience (Report Builder) or the legacy reporting experience (Classic Builder). Create a report in the Analytics area

Get company's insights on the Overview tab in the Analytics area

 Check the widgets to get insights about the company's most relevant trends and metrics. Check company's insights in the Analytics area 

Benefits

The Analytics area helps you to:

  • Understand your company’s most important metrics and KPIs.
  • Put data into context to see how well your organization is performing.
  • Make HR decisions based on data and strategy.
  • Provide reports for other stakeholders in the company.

Overview tab

You can see a summary of the most important company metrics on the Overview tab.

This tab has widgets that display data from Report Builder report templates.

 

Reports tab     

You can access all your previously created and reviewed reports in the Reports tab.

The labels are different depending on the report type. Reports created with the Report Builder are labelled as Reports. Reports made with the legacy reporting experience (Classic Builder) are labelled as Legacy System Reports or Legacy Custom Reports.

This tab has two sections: Last Opened and All Reports.

  • Last Opened: This section displays all the reports created via the new analytics experience (Report Builder) and recently viewed. It doesn’t include reports created by other employees.
  • All Reports: This section lists all the reports created via both the new analytics experience (Report Builder) and the legacy reporting experience (Classic Builder). It includes custom reports created by other employees.

Upcoming features

As we increase the data availability for the Report Builder, here’s what you can expect in 2024:

  • An expanded range of attendance and salary options in the Report Builder to cover reporting across all your organization.
  • Customization of the Overview tab to show the key information you need.

As we are still developing further reporting features, we encourage you to provide feedback on existing and future functionalities.

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