This article explains the functionality of Beta Builder. This Report Builder allows you to customize charts with detailed insights of your company.
The new Reporting experience runs on a new platform and is separate from existing reporting products. The new Reporting experience will not change the functionality or access rights of System or Custom Reports.
With our Report Builder, you can create and customize report pages based on individual preferences. You can use existing templates, work with different chart types and export data to your device.
Create a new Report
To create a new Report and customize to your needs, navigate to Reports on the main menu and select Create Report in the top right corner. You can select either:
- Try the New Beta Builder
- Use the Classic Builder
New Beta Builder: In this section, you can choose the template Headcount or Full-Time Equivalent and click Create.
Once you select the template Headcount or Full-Time Equivalent Report, you can name the report, start adding filters and select charts. To learn about default configuration of our templates, refer to our Overview page article.
Classic Builder: In this section, you will be forwarded to the Custom Report builder, which contains a 3-step setup wizard. Find out how to create a Custom report in our article Create custom reports.
The Data tab allows you to select several charts, define the time range and segments to customize your report.
Filters allow your report to make sure only certain employee groups are considered in the calculation. Attributes available for filtering depend on the attribute type. Attributes with text fields and link types cannot be selected.
Under Chart Type, you can choose between 5 charts illustrating company data and edit the configuration.
- Line and Bar charts represent a wider time range. You can select the time range and the X Axis groups data into different time intervals such as days, weeks, months, quarters and years. The Y Axis displays Headcount or FTE values.
- Donut and Tree map charts represent point in time charts. You can select a specific date and Headcount or FTE as a value.
Depending on the chart type, you can select either a point in time or time range. For time range reports, you can additionally select an interval for the X axis to define a yearly, quarterly or monthly, weekly or daily breakdown. Selecting Group By intervals depends on the report's absolute time range. For example, a breakdown into months is only available for reports with a time range of at least one month or intersecting two months.
You can segment your report by all system and custom attributes of the List of options type such as department or office.
▶︎ Results on Beta Reports depend on the employee's access rights.
▶︎ Period growth is calculated by (Current month grand total - Previous month grand total) / Previous month grand total.
As we will increase data availability for the Report Builder, we already want to provide an idea of what is still to come in 2024:
- All attributes from your employee profiles will be integrated into the Report Builder, offering flexible data analysis.
Absence templates and attributes will be added to the Report in a visual or tabular view.
The range of attendance and salary attributes available in the Report Builder will be expanded to ensure a comprehensive reporting experience across all aspects of your organization.
As we are still developing further reporting features, we encourage you to provide feedback on existing and future functionalities using the Give Beta Feedback button in the top right corner.