Custom Reporting

Use Custom Reporting to view, export, edit, remove, or copy export data.

With Custom Reporting, client database fields can be filtered and sorted, columns can be renamed, and the exported employee or company information can either be viewed in a browser or downloaded to Microsoft® Excel.

To create a custom report, refer to Create New Report or Export.

To view a custom report, click reporting | Reporting | Custom Reporting.

Custom Reporting

  1. Click reporting | Reporting | Custom Reporting.

  2. Click any custom report name from the Report Name column. The Delivery Method screen displays.

  3. Click the View in browser. radio button to view the report in a browser, or click the Download as radio button to choose the format for the report or export.

  4. Click Run Report.

Edit Custom Report or Export Information

  1. Click reporting | Reporting | Custom Reporting.

  2. Click Edit for the applicable custom report that you want to edit. The Create Report or Export - Step 1 screen displays.

  3. Type a description in the Description: field.

  4. Select the report type from the Type drop-down menu.

  5. Check Discard Duplicate Information to ensure duplicate information does not print on the report.

  6. Select the field from the Choose Information for Report list that you want to add to the report, then click >> to move the information to the Information in Report list.

  7. Click Next >>. The Create Report or Export - Step 2 of 5 screen displays.

  8. Complete the applicable fields. Add any basic reporting filters in the applicable fields.  If you need advanced filters, click Advanced Filters.

  9. Click Next >>. The Create Report or Export - Step 3 of 5 screen displays.

  10. Add any applicable sorting column and/or direction information in the applicable drop-down menus.

  11. Click Next >>. The Create Report or Export - Step 4 of 5 screen displays.

  12. Choose additional options you want for the report.

  13. Click Next >>. The Create Report or Export - Step 5 of 5 displays.

  14. If you want to include header information, click the Include Report Header Information radio button and check the applicable checkboxes.

  15. If you want Report or Export Access available for all users, click the Available to all report users. radio button.

  16. If you want to be emailed a report link on a recurring schedule, click the applicable Schedule Report radio button.

  17. Click Run Report.

  18. Click the View in browser radio button to view the report or export in a browser window, or click the appropriate Download as radio button to choose the format for the report or export.

  1. Click Run Report.

Remove Report or Export Information

  1. Click reporting | Reporting | Custom Reporting.

  2. Click Remove for the applicable Custom Reporting that you want to remove.

  3. Click OK to the pop-up message.

Copy a Report or Export

  1. Click reporting | Reporting | Custom Reporting.

  2. Click Copy for the applicable Custom Report that you want to copy.