Before getting started
The report module lets you make use of your users' data and create customized reports. These reports will prove particularly useful, especially when you want to establish what data is missing from your employees' user files. Using the results obtained in these reports, you can create an update campaign in Poplee.
This article covers the following points:
- How to create a report
- How to add/edit the data available in a report
- How to filter report results
- How to view and download a report
- How to save a report as a template
- How to share a report
How to create a report
In your browser banner, on the left, via Employees then Reports, you can create your own customized reports or access pre-saved reports. These reports can be exported in CSV format and as a ZIP folder for attachments.
Click on "+ New report" to create your own table from the list of data.
How to add/edit the data available in a report
To add data items to the report, all you have to do is click on their names. The data selected then appears in the right-hand column. You can also use the search field to quickly pull up a data item from the list.
The first data item in the column of data selected corresponds to the first column in the report, and so on. By default, the "last name" data item is the first column in the report. You can select the order of the columns in the report by dragging & dropping the data items selected.
How to filter report results
By default, the report displays the data for all users. You can add filters to only display a particular user population. The report will only show users meeting all of the criteria.
- Select the data item for which you want to filter users.
- Select the operator (operators vary according to the data item in question)
- Select the desired value
You can add additional filters by clicking on the link "Add an advanced filter".
You can also exclude/include the data of former employees (subject to having the permission See former employees). By default, former employees are not included in the report.
How to view and download a report
Once you've selected your data and filters, you can:
- Display the report
- Download the report in CSV format, which can be opened in Excel
- Download a ZIP file containing all of the report's data items in the "attached file" data format (e.g. photos).
If your report is saved as a template, it can be accessed via the home page, in the Report module, and in the "Select a template" drop-down list.
How to save a report as a template
To avoid having to recreate the same report each time, you can save the template. To do this, click on the save icon and enter the name of your choice. Once the report template has been saved, you can access it in the "Select a template" drop-down list.
How to share a report
When you share a report, the users selected can use the report that you have saved, which includes the columns and filters that you have applied. If you edit these elements, this will apply to all users who use your report.
A shared report can only be renamed or edited by the person who created it. Employees with whom you share a template can copy it to use themselves.
You can share a report with an employee when you can view their full name; if this employee doesn't have access to the report module, they won't be able to use it. To give them access, you'll need to edit their roles.