- Go to Org > Dashboard > Employee Reports, and click on Create Custom Report at the top-right corner.
- In the Report Type step, select the report type you want to create (e.g., Employee Master Details) and click Next.
- On the Data View page, drag and drop fields or sections to add, remove, or rearrange them. Once satisfied, click Next.
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- On the Filter & Grouping page, apply conditional filters and group options. Then click Next.
- On the final page, give your report a name, a description, and select a category. Click Save Report.
- You can now find your custom report under the selected category. Click on it to view and run the report.
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