How to Build a Report
1. Navigate to Human Resources → Organization View → Report Builder.
2. Open the Report Configuration panel (click the header to expand/collapse).
3. Add Fields — click Add Field and select from categories:
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Basic Information (name, email, etc.)
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Employment Details (start date, contract type, etc.)
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User Access (admin role, permissions, etc.)
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Custom Properties (any fields you created in Profile Templates)
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4. Add Filters — click Add Filter, choose a property, and set the filter value (text search, multi-select, date range, or number range).
5. Add Grouping (optional) — click Add Group to group results by a field (e.g. department). Grouped reports show expandable rows with counts.
Reordering Fields
Drag field chips in the configuration panel to reorder columns in the report table.
Searching
Use the search bar at the top to filter results by employee name.
Exporting
Click the Export button and choose a format:
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CSV (.csv)
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Excel (.xlsx)
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PDF (.pdf)
The export button is disabled if no fields are selected.
Clearing
Click Clear All to reset all fields, filters, and groupings back to the default columns (Employee No, First Name, Last Name, Email).
Persistence
Your report configuration (selected fields, filters, and groups) is automatically saved in your browser, so it's still there next time you open the page.