Reporting on Employee Data (admin)

Introduction

Once you've created and populated standard or custom data fields, you can easily create reports that can use those fields. In PerformYard, administrators can create and save these reports in the Reporting & Analytics area. Reporting shows a list of all stored reports, including descriptions and tags. You can also search this list on the report name or tag name.

Creating a new Employee Report

To build a new report, click Create Report and select Employee in the Create New Report modal. 

Every new employee report starts with all of your current employees. To refine results, click Employee Filters in the top left corner and apply the desired filters. To add or remove columns, click the Select Columns panel found on the right side of your report. 

Report details can be modified by clicking the ellipsis button in the top right corner of your report and selecting Edit Report Details. Once selected, you can edit your report title, its description, and assign tags in the Edit Report modal.

Filtering

Creating filters is a simple process of identifying the fields you want to use to filter your employee list and determining the parameters for which employees you want to appear. Once you've specified your filter criteria, click Apply Filters. If you'd like to filter by other data fields than what's available on the Quick Filter panel, click Add Filters under the Additional Filters section.

When applying additional filters, the query operators will update depending on the employee data field you've selected. 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.

Employee Reports support the OR operator within a single clause and the AND operator between filter clauses. To add an OR operator within a single clause, click the +OR button. After you've specified the query, click Add Filter. Finally, you must click the Apply Filters button on the Quick Filters panel to apply any additional filters you've set up.

Users can delete a filter by clicking Clear (for filters on the Quick Filters panel) or the "x" in the top right corner (for filters on the Additional Filters panel) 

"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). That employee will appear if a user has not been terminated and has no hire date.

"As Of" reporting for all data fields is ultimately based on the date the data was created in PerformYard. You can backdate employee data field-by-field; however, As Of reporting will work best for dates after you started with PerformYard. 

You can even 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.

Exporting Report to CSV (Download CSV)

Your employee report can be downloaded as a CSV file by clicking the ellipses button in the top right corner and selecting Download CSV.

The resulting file will be named "PerformYard_Report," followed by the current date and time.

Please note that it may take a few seconds or longer for the download to complete for larger organizations.