What are Custom Reports
As an admin, you can create custom report templates for the Leaves, Expenses, Travel and Helpdesk modules. This allows you to select only information that you need to be displayed in your reports.
To create custom reports:
On the left panel of your admin dashboard, head to Company > Custom Reports.
Click Create New Report.
Enter the report name. Choose the module, group and downloadable file format.
Select the information you would like to see in your report by inputting the categories and fields of the columns you wish to include. You may also rename the columns.
To add more columns, click on the + button.
Once you’ve added all the information you require, click Save.
To Edit Custom Reports
1. On the left panel of your admin dashboard, head to Company > Custom Reports.
2. On the right of the report, click Edit.
3. Select the information you would like to see in your report by inputting the categories and fields
of the columns you wish to include, and rename the columns.
4. To add more columns, click on the + button. To remove columns, click on the x button.
5. Once you’re done editing the information, click Save.
To download the custom report:
On the left panel of your admin dashboard, head to the module for which you have created a custom report template- (Leaves, Expenses, Travel or Helpdesk) > Reports.
Click on the Generate Report tab.
Choose a report type.
Under the Choose report format field, your newly created custom report type should be shown. Select it.
Confirm by clicking Generate Report.
In the Download Report tab, click the Download button on the right of the generated report.
Available format
Excel or XLSX
CSV