Custom reports based profile attributes

Owned by Annu
Last updated: Mar 30, 2021
2 min read

These reports are based on the existing profile sections & attributes. By default, admins can create reports. User can also be given the permission for the same.

Create report

  • Click on Create custom reports.

  • Add Name of the report

  • Add relevant Description

  • Click on Create

The report is now added to the existing set of UpRaise reports. Following are the steps to add sections to see actual reports on different employee user profile attributes of UpRaise.

Add section

  • Click on the custom report you have created, here we have created a sample report called Employee status as shown in the above image.

  • Click on Add section.

  • Add Name, Description of the report section.

  • Select Status(All, Active, Inactive) in Users dropdown.

  • Select a Profile attribute.

  • Select Chart type.

  • Click on Save.

Following image shows the report generated from above settings.

Edit/delete report

Click on and then use Edit option to change any changes in report. Or use Delete option to delete the report.

Additional filters in reports

These filters are available only for reports created based on date related attributes. As shown in the image above you have different filters options to create filter based reports.

Date related reports are only available in bar charts.

https://amoeboids.atlassian.net/wiki/spaces/UD/pages/2468741141

https://amoeboids.atlassian.net/wiki/spaces/UD/pages/2467790905