This guide has been created for system authorisers and administrators.
Specific role permissions may be required, including: Reports Dashboard.
Overview:
edays provides the ability to run both preset and custom absence, overtime, system usage, and entitlement reports, and for these reports to be downloaded as a CSV, CSV - UTF-8 or HTML file.
This guide provides the steps required to create a new custom report.
Step-by-step guide:
- Navigate to Manager tools > Reports dashboard.
- Select the Data Reports tab in the top left of the dashboard screen.
- Click on 'Create report' on the left side of the screen to show the various report types.
- Click on the report type that you wish to create.
- Report fields are grouped to folders on the left side, click the small pointer on the left of a folder to display the field options contained within. Alternatively, use the search box to locate the required field.
- Select/left click and drag a field to the 'Drag fields here' section to add it as a column in the report.
- Click 'Run report' to generate your report immediately.
- Click the 'Save as new report' button at the top of the page to save your new report into edays.
If you would like to apply any filters to your new report, please click here to view our guide.
Please note: Your visibility of users included in reports is determined by the Reporting User View setting. If you are an authoriser, and you are unable to see required users in reports, please raise this to one of your system administrators.
Related guides:
Reports - Creating a new reports folder | Reports - Downloading a report | Reports - Applying filters to a report