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Employee Garrison allows you to create custom reports on employee demographics. The way you create different profile sections & attributes in Employee Garrison company directory, similarly you can create reports against those sections and attributes. Reports section is available only for admins and super admins. 

Create a report

  • Click on reports in left navigation. 
  • Click on create custom reports.

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  • The report is added the existing list of reports. Now click on the new report that you have just created. 

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  • Clicking on add section opens up a new section as shown in the image below.
  • Add name & description of the section.
  • Then choose right option in all three fields. 
    • Users - All, active or inactive
    • Profile attribute - Select an appropriate profile attribute on which you want to create a report. 
    • Chart type - Select a chart type either it should be a bar chart or pie chart.
  • Click on save once done with all the fields. 

Add section

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Once saved, you will see a report based on the selected profile attribute. Here I have selected designation hence, the pie chart gives analyzed data on designations of all employees/users. Highlighted up & down arrows can be used to scroll further for entire list. 

Edit section

  • To edit the existing section, click on action button at right top corner of the section.
  • Click on edit. 

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  • Add required changes and click on save.

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  • Once saved, the edited section will show up. 

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Delete section

  • To delete the existing section, click on action button at right top corner of the section.
  • Click on delete. 

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  • System will ask you for confirmation, once confirmed the section will be deleted. 
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You can add as many as sections in each report to analyze data around different profile attributes. 

Edit report

  • To edit a report navigate to any reports. 
  • Select a report that you want to edit.
  • Click on edit option. 

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  • This allows you to edit report name and description. 
  • Once done with editing click on update.

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Delete report

  • To delete a report navigate to any reports. 
  • Select a report that you want to delete.
  • Click on delete option.

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  • System asks you for confirmation, once confirmed report will be deleted. 

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UPFJ:Custom reports based on chosen profile attributes
UPFJ:Custom reports based on chosen profile attributes
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pageReports - Admin guide