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How to create a Custom Report

HR Duo System Guide

How to create a Custom Report

https://vimeo.com/hrduo/createacustomereport?share=copy

Instructions

  1. Go to Manager > Reports > Custom

  2. Click + Create Report 

  3. Enter a Report name

  4. Select the columns you wish to include in your report 

  5. This can be any field within an employees’ profile, broken down into the same categories for ease. The report can have a maximum of 20 columns.

  6. The Employee ID and Name will always appear in the first columns, followed by the other columns you have chosen.

  7. Toggle off Show Active Employees Only to include inactive and archived employees

  8. Toggle on Report Visibility to view this report in the main page

  9. You have the option to add a description and an icon here too

  10. Select the category you want the report to display in

  11. Toggle Count and Totals to view the total number of employees displayed on the report

  12. Click Save Template

  13. You can download the report as a .csv file by clicking the download icon

For more information please submit a ticket on https://my.hrduo.com or on your HR Duo Go App and one of the support team will get back to you.