- ...>Making the most of reports
Making the most of reports
Learn how:
Reports
In these lessons we will learn all about how to retrieve your data from BrightHR in the form of reports! Whether choosing one of our pre-built templates or utilising our custom reports feature, we're confident you can retrieve a report for any of your needs.
Making The Most Of Reports
Now you've added all of this information for your employees into BrightHR, there should be an easy way to get this back out, right?
We think the same, that's why we've created a dedicated section just for reports!
How Does it Work?
On BrightHR you can see all the data you need anytime, but you can also export this. Just generate a quick report from one of the pre-set report types and you'll have all the info you need at your fingertips.
Let's look at all the easy-to-use reports you have access to and how you can generate them.
Generating Reports
As well as looking at all the reports you can generate from your BrightHR account, let's look at who can generate those.
Manager - Manager's have access to all types of reports but only the employees that report to them will be included in the report.
Admin - Admins can generate every type of report for all employees added to the system.
Report Types
Absence Report
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Lateness Report
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Annual Leave Summary Report
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Sickness Report
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Overtime Reports
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Employee Details Report
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Employee Information Report
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Sensitive Information Report
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Payroll Exceptions Report
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Furloughed Employees Report
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Turnover & Retention Report
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Status Report
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Rota Report
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Blip Report
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VaccTrak Report
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Custom Reporting
Build your perfect report with our handy custom report builder in a few simple steps! Find out how below..
Employee Report
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Absence Report
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Document Report
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Select Your Report Type
The first step will be to select what type of report you want to build. either Select from 'Employees', 'Absence' or 'Documents' Once you have selected one, click 'Next'.
Now Choose Which Fields You Want In Your Report
Select which fields you want to add in to build your bespoke report! feel free to add as many as you want.
Add Some Filters
Next you can add some filters so you can breakdown your report for specific information. You can choose a specific filter or leave this open for when you pull your report.
Save Your Report
Once your happy with your custom report, you can save it to use in the future and create your own report library!
Your Own Custom Report Library!
Build a whole host of your own personalised reports which you can access at anytime.
Run Your Custom Reports Online
With custom built reports you don't even need to download them, you can run them right here on the website!
Just simply build your report template or select one you have saved, and you will see the report right there on the website, and that's not all, you will even be able to access the report online too as BrightHR will save that specific report for you to access at any time - saving you time and storage space!