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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 customising 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 templates.

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 such as Review Average Result.
    • DE&I (Diversity, Equity & Inclusion): Reports such as EEO (Equal Employment Opportunity).
    • 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.
    • Permissions: Reports on user permissions and access rights.
    • Tasks: Reports related to task management.
    • Time off: Reports on employee time-off records.
    • Payroll: Payroll-related reports.
    • Attendance: Reports related to attendance data.
    • Timesheet: Reports that summarise timesheet data.
  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 customisation. 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
    • Bank Details
    • Tax Information
    • Equal Employment Opportunity
    • Offboarding Details
    • Payroll
    • 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. After selecting your template or fields, you will be taken to the Overview flow, which includes filtering and previewing your report.
  2. Apply filters (optional)
  3. (Optional) Tick Exclude External Workforce to remove non-payrolled, external, or contract users from the report results
  4. Under Select Condition, choose a filter such as:
    • Department
    • Job Title
    • Location
    • Division
    • From Date / To Date
    • Employment Status
    • Employment Type
  5. Select an Operator (e.g. Equals, Not Equals)
  6. Select the required Values
  7. Click Add Another Condition to apply multiple filters
  8. Click Next
  9. Review report results
  10. View the report preview in the Result screen
  11. Use the search bar to find specific records
  12. Review the data to ensure the correct fields and filters are applied
  13. Click Next to continue

Step 4. Save the Report

  1. Provide Details for Saving:
    • Name: Give a unique name to your report (e.g., "User Data Audit (Leavers-2023)").
    • Description: Provide an description for the report (e.g., "Review of user data for employees who left in 2023").
  2. Generate Description: You can use the Generate button to auto-populate the description, or you can manually write one.
  3. After entering the details, click Save to finalise 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 does the “Generate” feature work?

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. 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.