Build Reports
To see row data, you can easily build a report in Employee Cycle in just a few steps.
To access your report builder, click "Build Reports" from the sidebar on the left of your screen.
Once on your "build reports" page, follow these steps:
- Select your report category from the dropdown and choose if you would like to see the report as a summary table or row data.
-
Tip: Choosing summary table allows you to visualize your data in categories (i.e. by headcount by location). With the summary table option, you are still able to see the row data on each individual category.
-
- Add any necessary filters. You can easily see which filters have been applied by looking at the "selected filters" at the top of the box.
-
Tip: If you are wanting to see data from your full company, click the "all" option in the upper left corner.
-
- Select the date range you would like the data to come from. You can choose from pre-selected options or you can input a custom range.
- If you have chosen to see your data as a summary table, you will be prompted with a fourth step to choose how you would like your data summarized.
-
If you chose "row data" in step one, this step will not appear.
-
- Once you have made your selections, click "view report" to generate your report.
- Once you have generated your report, you can edit the filters or date ranges by clicking on the top bar.
- You can also export your report to CSV by clicking "export" or restart your report building process by clicking "restart."
