Use the Employee Report Builder to generate and download reports that help you find specific data about your employees. Follow the steps below:
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Navigate to the Menu on the left side of the screen and select Reports.
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Click on the downward arrow next to Reports to reveal additional options.
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Choose Summary Reports from the list of options.
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Click Employee Report Builder
Step 1: Choose Your Data Fields
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Click the Report Builder Checklist.
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A list of available employee data fields appears (e.g., Name, Department, Hire Date)
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Check the boxes next to the fields you want to include in your report and click on save.
Step 2: (Optional) Exclude Employee Types
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This option filters out certain employee categories (e.g., contractors, interns).
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Select any employee types you do not want to appear in the final report.
Step 3: (Optional) Limit to Specific Employees: choose between;
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All Employees: Includes everyone matching your selected fields.
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Select Employees: Manually pick individual employees by name.
Step 4: Generate and download
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Click Generate Preview to preview your report in the browser.
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Review the report to ensure it includes the data you need.
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Click Run Report to download the file.
