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How can I create reports for my users?
Reports provide a holistic view and complete detailed information for user analysis which makes it easier for the HRs or users for decision making. The use of reports in modular HR platforms is advantageous for employees as they combine entire information of a particular topic which saves the user’s time, instead of searching and collecting information from various places.
In LunaHR, you can simply create reports with the following steps:
- As an Admin/HR browse to the Reports module where you’ll be in the Reports tab.
- Here, you’ll be able to see all your created reports with name, description, category, and action in a tabular format. You’ll be also able to see a ‘+’ button on the upper right of the screen
- Click on the button and a new pop up window will appear. Here you need to fill in some details i.e a) General – Name of the report being created, choosing a category of report like user, department, leave history, etc, b) Select Fields – You can choose from various fields to be added in the reports like email, name, job title, department, age, etc. and c) Add conditions – The last step is to add conditions to your report being created where you could specify certain situations you need to see in the report.
When you have completed the above steps, you will see your new report has been added to the table in the section. Here, there are some action buttons besides your report which allows you to view, edit, export to excel, export to pdf and delete.