This article provides a summary of the data you can use when creating a report. You create reports from the Analytics area in Personio. We’ll cover the following important concepts:

• The difference between attributes and metrics.
• Different ways to create reports based on time selection.
• All data you can use in reporting.

Understand the difference between attributes and metrics

In the report builder, Personio uses the term "data" to refer to both attributes and metrics together. It’s important to understand the difference between attributes and metrics. This helps you organize, analyze, and display your data effectively.

Different ways to create reports based on time selection

You can create reports in three different ways based on your time selection: as a snapshot (point in time), as an aggregate (timeframe), or as a detailed change log (employee change report). Choose the appropriate option based on your reporting needs.

All data is available in both point-in-time and timeframe formats. However, you can only use certain data in employee change reports. To see which data you can use for this report type, go to Create a report > Employee change blank report and start adding data.

Point-in-time report

• Definition: This option reflects the value for each employee at a specific date, such as the end of a selected month, quarter, or reporting period. Pick a specific date in the calendar to generate a point-in-time report.
• Use case: This option is useful for getting a snapshot of your data at a specific point in time. For example, “What was the headcount on March 31st?” or “Who was in the Sales department at the end of last year?”

Timeframe report

• Definition: This option aggregates or summarizes data over a selected period. Click the calendar icon above the main report view to select a timeframe, for example, Last year or This quarter. You can also select a custom range. Note that timeframe reports only show the data value at the end of the period under review. To understand changes over time, use the employee change report.
• Use case: This option is useful for analyzing totals, averages, or patterns across time. For example, “Total time off in Q2” or “Average hours worked in January.”

Employee change report

• Definition: This refers to the report option under Create a report > Employee change blank report. These reports track and display how data values change over time. They capture every update or change made to a data field. You can use them for historical and also future data. Employee change reports show the full change history for selected data, not just their values at a single point or over a period.
• Use case: This option is essential for auditing and understanding trends. For example, “How did an employee’s department or salary change during their tenure?” or “What changes were made to employment status last quarter?”

Understand permissions

Anyone with an Administrator role can create a report. You can also allow other employees to do so through their employee role. Learn more about granting other employees permissions to create reports.

Employees can only access data for which they have permissions. Therefore, you need to grant access to the relevant employee attribute data. In the sections below, we outline in each table the permissions needed for each data item.

Note that for some data, you need additional attribute permissions. For example, to use Headcount, you also need view access to the Status and Hire date attributes. To check which Personal data section an attribute belongs to, go to Settings > People > Personal information. For example, Personio places the Status attribute in the HR information section by default.

Employee information data

The table below outlines all employee information attributes available for reporting. 

Compensation data

The table below outlines all compensation data available for reporting.

The currency shown in reports is based on each employee’s workplace. You can set the currency for each workplace via Settings > Organization > Workplaces. If you don’t assign a workplace, then Personio applies the default currency for your organization. You can check this via Settings > Account & support > Company defaults.

All salary attributes are available until five years into the past.

Time off data

The table below outlines all time off data available for reporting. You can combine all time off data with attendance, salary, and employee information data.

The system aggregates all time off types. If you want to report on a specific time off type, like paid vacation or sick days, then you can filter by it.

All time off attributes are available from an employee’s start date until two years in the future.

Attendance and overtime data

The table below outlines all attendance and overtime data available for reporting.

When creating reports using the attributes Attendance hours tracked and Overtime hours tracked, you can filter by the relevant status to show hours that are confirmed, pending, etc. For example, to see only confirmed hours:

• For reports with Attendance hours tracked, apply the filter “Attendance status equals Confirmed.” 
• For reports with Overtime hours tracked, apply the filter “Overtime status equals Confirmed.”

This applies to all attributes that contain different possible statuses. Without these filters, your report numbers may not match the expected results. 

Performance and goal data

The table below outlines all performance and goal attributes available for reporting.