1. Humi by Employment Hero
  2. HR Platform
  3. Reports
  4. Building a Report

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Who are you and what section are you in?

Build my own reports using the wizard

Declan Manning
Updated

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR plans: Standard, Premium, Platinum
Available for the following user access levels: Admin  

Admins or Owners can use the Report Builder feature to craft their own report. You can also use this feature to preview a report,  edit the data if it changes, download the information, and delete the record if it is no longer required. Before being able to use the Report Builder feature, you will need to enable Two-Factor Authentication on your account.

Important

A report is only accessible to the unique owner or admin user who created it. An Admin or Owner who created a custom report cannot grant access to these reports through Permissions Settings to another user. You can now utilize the progress step bar at the top of the page to navigate directly to the area that you need to edit.

Getting started

Build a report
  1. Click the Reports menu.
  2. Click the Create New tab.
  3. Click the Use Wizard button.
  4. Complete the following fields:
    • Report name.
    • Add a description.
    • Report group.
  5. Click the Next button. 
  6. Complete the following fields:
    • Table name.
    • Select data fields.
  7. Click the Next button.
  8. Arrange the order of your data fields by dragging and dropping them in the desired order.
  9. Click the Create button.
     
Add Visuals

Important

Reports with specific fields allow you to create visual column charts for easier data comprehension. Look for fields marked with a chart icon in your report builder. These fields support visual column charts:

  • Termination type.
  • Termination reason.
  • Manager.
  • Employment status.
  • Onboarding status.
  • Gender.
  • Nationality.
  • Groups.
  • Location.
  • Employee address country.
  • Employing entity.
  • Location
  • Group.
  • Entity.
  • Date Filter Target
  • Date Range.
  • Personnel.
  • Age
  1. Click the Column Chart in the final step.
  2. Enter a Chart Title name.
  3. Choose a Horizontal Axis Data Field from the drop-down menu.

  4. Click the Create button
    .

    Important

    Currently, you can only include one chart per report.

Daily activities

Filter the  report
  1. Click the Reports menu.
  2. Open the report you built.
  3. Use the Filter fields to refine your displayed data.

Data management

Download a report
  1. Click the Reports menu.
  2. Open the report you built.
  3. Click the Three Dots button.
  4. Click the Download CSV button.
     

Editing data

Edit a report
  1. Click the Reports menu.
  2. Open the report you built that needs editing
  3. Click the button. 
  4. Make the required changes and click the Save button.
     

Deleting data

Delete a report

Important

Only reports you​ have created yourself can be deleted from the Reports page. System reports, which are pre-built and essential for the platform, cannot be deleted.

  1. Click the Reports menu.
  2. Click the top-left icon to change to List View.
  3. Find the relevant report and click the Delete button.
     

Explore related content

  • Workforce snapshot report. You can use this report to see three key statistics about your organization's gender, employment status, and employee age breakdowns.
  • Create and download headcount reports. This feature allows you to create a report on what your active employee headcount was at a specific date, broken down by their employment type and location.
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