Custom reports based on chosen profile attributes

UpRaise allows you to create custom reports on employee demographics. The way you create different profile sections & attributes in UpRaise 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.
  

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

• 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

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. 
  

• Add required changes and click on save.
  

• Once saved, the edited section will show up. 
  

Delete section

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

• Click on delete. 
  

• System will ask you for confirmation, once confirmed the section will be deleted. 

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. 
  

• This allows you to edit report name and description. 

• Once done with editing click on update.

Delete report

• To delete a report navigate to any reports. 

• Select a report that you want to delete.

• Click on delete option.

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