HR Duo System Guide
How to create a Custom Report
Instructions
Go to Manager > Reports > Custom
Click + Create Report
Enter a Report name
Select the columns you wish to include in your report
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.
The Employee ID and Name will always appear in the first columns, followed by the other columns you have chosen.
Toggle off Show Active Employees Only to include inactive and archived employees
Toggle on Report Visibility to view this report in the main page
You have the option to add a description and an icon here too
Select the category you want the report to display in
Toggle Count and Totals to view the total number of employees displayed on the report
Click Save Template
You can download the report as a .csv file by clicking the download icon