The Custom Reports module offers powerful analytics capabilities with flexible data sources, filtering, grouping, and aggregation. This module gives you the ability to create, save, and share custom reports featuring dynamic pivot tables, multi-language support, and export to CSV/XLSX formats.
- Use a pre-built report
If you don’t want to create your report from scratch, you can choose from a selection of ready-made reports that provide combinations of the most essential and frequently downloaded data. Even a pre-built report can be further adjusted according to your preferences, or you can simply filter within it. - Build your own
Start from scratch and combine the data you need — easily create your own report, save it, and then reuse it every month with minimal effort. Open a report shared with you by a colleague admin
You and your fellow admins can share reports with each other, so there’s no need to adjust your own configuration individually every time.
So let’s take a closer look at how to work with reports! We’ll demonstrate it by creating a new report.
How to create a new report
First, click on + Create new report.
A report always starts with basic information, such as the users’ first and last names. On this foundation, you can build further and add any additional information you want to include in the report.
Let’s first look at the Include data section. This is where you will choose the data to include in your report.
The selected data is grouped into several general categories, such as user personal information, custom fields, absences, salary, etc. You simply expand any of these categories and select the data you want to include in the report.
For categories such as Absences, Activities, or generally any event-type data, you can choose from three sections. Detailed provides all detailed information about absences (name, start date, end date, etc.).
Summary offers totals of absences for a given period, remaining entitlements, or, for example, balance information. And in the last section, Types, you can select a specific type of absence to see its total for a chosen period.
Once we have selected the data, we can further refine it in the Advanced section. Here, you can group and aggregate individual columns and data.
Example: Let’s say we want to see the total bonuses for each user for the previous month.
So, we group their names into a single row, and within the aggregation settings, we select the bonus value and choose SUM as the calculation type.
Once we have the report configured and are satisfied with it, we can save it. In the upper-right corner, click Save report. Give your report a name and, if needed, add a relevant description.
If you want to share this report and its configuration with other administrators, simply check Make report public.
How to work with finished reports
Once your reports are set up, let’s look at how to navigate them.
For each report, you will see whether it is shared or only visible to you, and you can also add reports to your favorites. Each type of report belongs to its own category, and you can easily switch between them.
You can edit or delete any report you’ve created. In the initial preview, you can also see the data range for which it was saved, as well as the last update.
After opening a report, you can change the date range — for example, switch between last month, this month, the entire year, or set a completely custom range.
And last but not least, each report can be exported from Sloneek.
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