Birthdays System Report

 

The following article gives an overview of the Birthdays system report. The report shows all employees whose birthday falls within the period under review as defined by you.

Your employees' birthdays are listed in a table that displays the attributes NamePositionDepartmentOfficeSubcompanyHire dateBirthday and the current Age of the employee by default.

Clicking on an employee’s name takes you directly to the employee’s profile in Personio.

 

reports-birthdays-report-table_en-us.png

 

There are several options for customizing a system report as required:

Period

Define the period under review. Only employees whose Birthday falls within the selected period will be included in the report.

 

Filters

You can combine any number of attribute filters to narrow down your selection.

  • For attributes of the Text field type, such as First name, you can set the filter to equals or does not equal.
  • For attributes of the List of options or Tags types, such as Department, you can additionally select the options included or not included. In the third input field, you are free to add any number of parameters.
  • For attributes of the Number type, such as Weekly working hours, the available filter options are lower than, greater than, lower than or equal to, greater than or equal to, equals, does not equal. Use the third input field to specify a number.
  • For attributes of the Date type, e.g. Hire date, the only available filter options are less than, greater than, less than or equal to, or greater than or equal to. Use the third input field to specify a date.

reports-birthdays-birthday_report-filters_en-us.png

 

To remove an unwanted filter, click on the lower-case x next to it.

Once you have finished configuring your report, click on Apply to generate your results.

 

Actions Button

If you wish, you can export your system report as an Excel spreadsheet (.xlsx). To do so, click on the Actions button in the upper right corner of the window and select Export.

You can also use the Actions button at any time to update existing system reports with the latest data. Depending on the size of your data set, Personio will need between 5 and 10 minutes to load all data and refresh the full report. 

configure-reports-actions-button_de.png

 

Some reports come with two additional options:

Chart Type

Choose between a bar chart or line chart. You do not need to save the chart type, as this setting is applied immediately after selection.

 

Show Legend

Use this option to have a legend displayed directly below the chart.

 

Click here for an overview and explanation of all system reports available in Personio. 

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