With Custom Employee Report, you have greater flexibility to create reports tailored to your organisation's needs. Instead of downloading a standard employee report, you can choose exactly which employee information to include, making it easier to analyse and manage your workforce data.
This guide will walk you through creating, generating, editing, and deleting a Custom Employee Report.
This article contains:
A. Creating a Custom Employee Report
Head to Reports from the side navigation menu.
Select the Employee tab.
Click + Custom Report.
You will be directed to the Create Custom Employee Report page.
Complete the following information:
Report Name: Enter a name for your custom report.
Share with Other Companies: Choose whether you would like to share the report with other companies within the same Gutsy account.
If you would like to share it, tick the checkbox:
An additional dropdown menu will appear, allowing you to select the company or companies to share the report with.
Description: Adding a description is optional but recommended. It helps explain the purpose or contents of the report, making it easier for other admins to identify and use it.
Available Fields: This section displays all available employee information that can be added to your report.
Available fields include:
Personal Details, Contact Information, Address, Family Members, Employment Details, Outlet, Payment Details, Pay Details, Pay Scheme Details, Overtime Policy, Entitlements
Report Fields: On the right-hand side, you will find the fields that will be be included in your report.
Drag and drop fields from Available Fields into the report.
Some fields are included by default.
To remove a field, simply click the field or the × icon.
Once you have selected all the required fields, click Submit to save the custom report.
B. Generating a Custom Employee Report
After creating your report, it will appear under the Employee tab in Reports.
To generate and download the report:
Locate your custom report.
Click the > button under the Action column.
Select the reporting period.
Select the employee(s) to include in the report.
You can also use the available filters or the search (magnifier) icon to quickly locate specific employees.
Click Generate Report.
Once the report has been successfully generated:
Click the Notifications (bell) icon.
Select the generated report.
The report will be downloaded and saved to your device.
C. Editing or Deleting a Custom Employee Report
If you need to modify the report format or remove a report that is no longer required, you can easily do so.
Navigate to Reports and select the Employee tab.
Click the name of the custom report.
You will then have the following options:
Click Edit to update the report name, description, or selected fields.
Click Delete to permanently remove the custom report.
Note: Deleting a custom report only removes the report configuration. It does not delete any employee data.
Happy Reporting!
You have successfully learnt how to create, generate, edit, and delete a Custom Employee Report. With customisable fields, you can quickly build reports that contain only the information you need, making employee data management more efficient.
Still exploring? Head over to our Help Centre for more in-depth guides and FAQs.
If you have any questions, feel free to reach out to us at support@gutsyhq.com. We'll get back to you from there.