Once you've gone through creating and populating standard or custom data fields, the next logical step is to create reports that utilize that data. In PerformYard, administrators can create and save these reports in the Reporting page of Company Info. Reporting shows a list of all stored reports, along with their description and any relevant tags that they were given. You can also filter this list using those tags.
To build a new report, click Create Report. Every report starts with all of your current employees.
You can then add filters or manage the fields displayed by clicking on the Show Controls button on the left. These controls help you manage the report. You can close the controls by clicking the red X.
The controls include:
- A Save button to store your table and any report options. This includes tagging your report with appropriate information.
- An Edit table button to update the data fields that are displayed in the report.
- A Change report button where you can build custom filters of the employee data.
- A graphical depiction of how many employees were found based on your search as compared to your total of active employees.
- A Download report button where you can export your report to CSV.
How to Create Filters on Results
Creating filters is a simple process of identifying the fields you want to use to filter your employee list and determining the parameters of which employees you want to appear. Once you have added one or more filter parameters, click Update to apply those filters to the employee list, which will then update based on those employees that meet the filter criteria.
Depending on the type of field that you have selected, the query will update. For example, if you are searching on a numeric or monetary field, like salary, you will have options such as Equal to, Less than or Greater than, as shown in the example below, where Salary is less than $78,000.
Multiple queries can be put together, such as finding where Salary is less than $78,000 and Group is Consulting.
You can also add OR statements to filters. These can be attached to any existing filter parameter using the Or icon to the right of the initial filter.
To delete a filter, click the trash icon.
"As Of" reporting
PerformYard will allow you to select a date to filter/display data as of that point in time. PerformYard will return any employee where the As Of date is after the employee's Hire Date but before the Termination Date (if there is one). If a user has not been terminated and has no hire date, that employee will appear.
"As Of" reporting for all data fields is ultimately based on the date in which the data was created in PerformYard. You can backdate employee data on a field-by-field basis, but, in general, As Of reporting will work best for dates after you started with PerformYard. It's not clairvoyant to know information about any employee from before you started adding data.
You can select to include terminated employees at any time; this typically works best when using the current date, but you want to see data for anyone that was an employee.