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Create a Report in Admin > Reports

Summary

 This article explains how to create a report in the My Reports section or Company Reports under the Reports module in Plumm. Administrators can create new reports using templates or by customizing fields, and generate data reports for various needs.

In this article

  •  Before you begin
  • Step 1:  Add a Report in My Reports
  • Step 2: Select Template or Create Custom Report
  • Step 3: Overview of the Report
  • Step 4: Save the Report
  • Frequently Asked Questions (FAQ)

Before you begin

  • You must have administrative access to the Reports section to create and manage reports.
  • You can either choose to use a template for your report or create a custom report by selecting specific data fields.

Step 1: Add a Report in My Reports

  1. Navigate to Admin > Reports and ensure the My Reports tab is selected.
  2. Click on the + Add Report button at the top-right of the page.
  3. A dropdown will appear with two options:
    • Create Report: This option allows you to create a custom report from scratch.
    • Select Template: This option allows you to choose from existing

Step 2: Select Template or Create Custom Report

  1. Select Template
  2. If you select Select Template, you will see available templates in the Templates section. Examples of template categories include:
    • Audit: Includes templates like User Data Audit for tracking user data changes.
    • Review: For review-related reports like Review Average Result.
    • DE&I (Diversity, Equity & Inclusion): For reports like EEO.
    • Documents: Reports related to document management.
    • User Data: Includes detailed reports on employee data.
    • People: Reports related to employee information.
    • Profile: Includes user profile data reports.
  3. Once you select the template (e.g., User Data Audit), click Next to proceed.
  4. Create Custom Report
  5. If you choose Create Report, the system will display available fields for customization. You can choose from the following categories:
    • Basic Info
    • Domestic Details
    • Personal Summary
    • Job Information
    • Contract Specifications
    • Training
    • Asset Register
    • Family Access
    • Essential Records
    • Emergency
    • You can select specific fields like Work Email, First Name, Last Name, Preferred Name, Middle Name, Gender, Contact Number, and others.
  6. After selecting the required fields, click Next.

Step 3: Overview of the Report

  1. Once you’ve selected the fields (either from the template or custom), you’ll be redirected to the Overview tab.
  2. The Overview tab will show a preview of the report based on your selected fields.
  3. You can filter the data to display only relevant entries (e.g., filter by Active status, specific year, etc.).
  4. Data Filters: You can filter by categories such as:
    • Active: To view only active employees.
    • Leavers: To view employees who have left.
    • All: To view all employee data.
  5. Review the report to make sure it displays the correct information.

Step 4: Save the Report

  1. After reviewing the report in the Overview tab, click Save to store it.
  2. You will be prompted to enter the following details:
    • Name: Provide a name for your report (e.g., "User Data Audit 2025").
    • Description: Optionally, provide a description (e.g., "Audit report for tracking user data updates for the year 2025").
    • Generate: You can use the Generate button to auto-generate a description based on the selected template.
  3. After entering the details, click Save to finalize the report.

Frequently Asked Questions (FAQ)

1. What happens if I choose a template?

When you choose a template, relevant fields are pre-selected, making it easier to generate the report without having to manually select each field.
 

2 .  Can I modify the fields in a template report?

 Yes, you can modify the selected fields in a template report before saving it.

3.  Can I filter the data by status (Active/Leavers)?

Yes, you can filter the report by Active, Leavers, or All using the filter options in the Overview tab.
 
 

4.  How do I know if I have permission to access Company Reports?

The Generate button auto-generates the report description based on your selected fields or template.
 
 
 5. What happens if I don’t select any fields?
 
 If no fields are selected, the system will not allow you to generate or save the report. Make sure to select the appropriate fields for your report.
 
 

6. Can I edit the report later?

Yes, after creating the report, you can edit it by selecting the report from the My Reports tab and updating the fields or filters.
 
 

7. Can I edit the report later?

Yes, after creating the report, you can edit it by selecting the report from the My Reports tab and updating the fields or filters.
 
 

8. How can I download the report after creation?

Once the report is saved, you can download it by selecting the Download icon in the report options.
 
 
 This guide provides a comprehensive step-by-step approach for creating a report, whether you use templates or customize your fields, with all the options and details extracted from the interface you shared.