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Create a report in the Analytics area

This article explains how to create a report in the Analytics area.

You can create a report in two ways:

  • New analytics experience (Report Builder)
  • Legacy reporting experience (Classic Builder)

Note
The Report Builder runs on a separate platform. Creating a new report does not impact your existing system or custom reports.

Create a report using the new reporting experience (Report Builder)

Create a report 

  1. Get access to the new reporting exerience.
  2. Go to Analytics > Reports, and click Create Report.
  3. Select a report template or start with an empty report.  
  4. Configure the report by adding a title, chart type, time range, segmentation, and filters.

    Tip
    Learn more about how to customize reports in the section below.

  5. Save the report. It now appears on the list.

Note
For your employees to be able to create a report using the Report Builder, you need to grant them access to the Reports access rights section and the Personal data access rights section. The specific subsection determines what kind of report they can create, and which employees they can include.

 

Customize the report using the Data tab

You can choose different charts to view your report:

  • Select a Line chart to visualize employee data over time.

  • Select a Bar chart to visualize employee data over time, or add another segmentation layer to your employee data.

  • Select a Donut chart and Tree-map to visualize employee data at a specific time.

  • Select a Table chart to review employee data in a detailed and structured format, allowing for easy comparison and analysis of individual records.

Depending on the chart you select, you can find different configuration options in the Data tab:

Chart type X-axis Y-axis / Value Segment by Example
Line chart Select a time range on the X-axis to display your data over time. Select a numerical attribute (Headcount, FTE, or number attribute) or an option list attribute. Select an option list attribute to segment your data into attribute categories.

Headcount per legal entity over time:

▶︎ X-axis: Time range
▶︎ Y-axis: Headcount (count)
▶︎ Segment by: Legal entity
Horizontal bar chart Select a numerical attribute (Headcount, FTE, or number attribute) or an option list attribute. Select a time range or an option list attribute to group your data into time intervals or attribute categories. Select an option list attribute to segment your data into attribute categories.

Headcount per legal entity and department:

▶︎ X-axis: Headcount (count)
▶︎ Y-axis: Department
▶︎ Segment by: Legal entity
Vertical bar chart Select a time range or an option list attribute to group your data into time intervals or attribute categories. Select a numerical attribute (Headcount, FTE, or number attribute) or an option list attribute. Select an option list attribute to segment your data into attribute categories.

Number of different nationalities in each legal entity and location: 

▶︎ X-axis: Office
▶︎ Y-axis: Nationality (count)
▶︎ Segment by: Legal entity
Tree map N/A Select a numerical attribute (Headcount, FTE, or number attribute) or an option list attribute. Select an option list attribute to segment your data into attribute categories.

Average weekly hours per gender:

▶︎ Value: Weekly hours (average)
▶︎ Segment by: Gender
Donut chart N/A Select a numerical attribute (Headcount, FTE, or number attribute) or an option list attribute. Select an option list attribute to segment your data into attribute categories.

Headcount per nationality:

▶︎ Value: Headcount (count)
▶︎ Segment by: Nationality

 

Chart type Unique identifier Columns Group by Example
Table chart

The People field will appear pre-selected.

Select a unique identifier for each row (Preferred name, First name, Last name or Employee ID) to appear as a first column.

 Select up to 50 attributes as columns. Select up to 2 attributes to group the results.

▶︎ Date: Today
▶︎ Rows: Preferred name
▶︎ Columns: Position, Department, Team, Supervisor, Hire date, Birthday

Tip
Different operations and calculations are available based on the attribute type you select for your Y-axis or Value field:

▶︎ Sum: Calculate the sum of a number attribute across the employee segment.
▶︎ Count: Count headcount, FTE, or unique option values, such as the number of different nationalities.
▶︎ Average: Calculate the average of a number attribute across the employee segment.


Customize the report using the Filters tab

You can add filters to your report to include only specific employee groups in the results.

Currently, you can filter by using the following attribute types: 

  • General text
  • List of options
  • Date
  • Number

For example, if you select "Department is one of Marketing, Sales and Finance", the report will include only employees in these departments.

 

Create a report using the legacy reporting experience (Classic Builder) 

Create a custom report

  1. Get access to create custom reports.
  2. Go to Analytics > Reports.
  3. Use the Classic Builder.
  4. Follow the setup steps in the window.

    Tip
    To learn more about the different legacy customization options, visit Custom reports.

  5. Create the report. You can find the report anytime in Reports.
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