Note:
We're moving away from the Classic Builder. We recommend you create a report using our main report builder instead. 

This article explains how to create a report using the Classic Builder. This is our legacy tool for creating reports from scratch (referred to as "custom reports"). 

Before you start

• Permissions: You need to have either an Administrator role or edit rights to Configuration > Custom reports to be able to create custom reports. 

Create a custom report

1. Go to Analytics.
2. Click Create Report and select Use the Classic Builder.

3. Fill in the different configuration fields:

   Field	Description
   Name / Description	Enter a name for the report and also a description, if needed.
   Type of report	Select a report type. Point in time This report type shows data for a specific date in the past or future. Future dates take into account scheduled attribute changes and scheduled time off periods. Timeframe Timeframe reports are particularly useful for displaying data on time off periods, time off account balances, confirmed work hours, and overtime over a defined period. You can also add relevant employee attributes such as departments. Please note that timeframe reports on employee attributes always show the value at the end of the period under review. Changes in the department during the period under review will, for example, not be shown. Historical Data This report type shows changes in employee data over a defined period.
   Date / Pick custom date	Select the date or period for which you want the custom report to show data. You can either select one of the predefined dates or introduce the exact date you wish.
   Table columns	Select as many attributes as needed to create the report columns. Note The current scope of custom reports does not include candidate data.
   Set up report conditions	Set up report conditions (custom filters) to define a specific selection of employees whose data you would like to see displayed in the custom report. As a default, a filter is added for Status equals Active.

4. Create the report.
5. Additionally, If you need more advanced analytics and reporting, you can retrieve data from your Personio custom reports through the Custom Reports API.

Check the report status

• Loading: Your report is currently loading. This can take a while depending on the volume of data.

• Up-to-date: Your report is loaded and up-to-date. Any data changes that happen in the system that are relevant for report results will trigger an automated update to the report. For example, if a person’s position and salary are changed, any report that displays this data will be updated.

• Archived: The report has not been viewed via the Personio account, nor has it been retrieved via the Custom Reports API for at least 60 days. The report will stop getting automatically updated. To reactivate the report so that it includes the most up-to-date data, open the report and click on either Refresh or on the Regenerate report icon. You will not be able to reactivate the report by retrieving it via the API.

• Failed: Something went wrong on our side. Reload the report.

Manage the custom report

Once you have saved the report, you can then perform the following actions:

• Sharing options: Click on the button to share an existing report with a specific employee.
• Export: Click on the button to download the report as an Excel spreadsheet (.XLSX format).
• Copy report link icon: Click on the icon to copy the report link and either send it or save it.

• Regenerate report icon: Click on the icon to manually refresh the custom report.

  Note:
  The custom report will be automatically refreshed and updated, as long as it does not become inactive for longer than 60 days and its status does not change to Archived. 

• Three dots icon: Click on the icon to either edit or delete the report. Please note that all data shown in a report is retained even when you delete a report. The data will not be lost.