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.
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.
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