Aggregation layer - T&A Custom Report Builder

Introduction

The Custom Report Builder (CRB) now includes an Aggregation Layer in the Data View step. Instead of showing raw transactional records by default, CRB now displays summarised, aggregated data for eligible report types such as Attendance, Leave, and Payroll.

This update aligns CRB with Keka’s native reporting experience, making reports easier to create, faster to interpret, and more intuitive for HR, Payroll, and business users.

What’s Changed

Aggregated Data by Default

• CRB now automatically returns summarised data in the Data View step.

• Users see totals, counts, and calculated metrics immediately.

• No manual aggregation setup is required to get basic insights.

Eligible Report Types

Aggregation applies to supported modules, including:

• Attendance

• Leave

• Payroll

Support for additional modules (e.g., Timesheets, Expenses) is built into the architecture for future expansion.

Before vs After

Previous Experience

• CRB displayed raw transactional records (e.g., daily attendance logs, individual salary components).

• Users had to manually apply Sum, Count, Average, Min, Max in the Values section.

• Report creation required additional configuration steps.

New Experience

• CRB queries from a pre-aggregated view for supported report types.

• Summary metrics such as:

  • Total Working Days

  • Total Paid Days

  • Total Leave Days

  • Total Hours Worked
    are displayed automatically.

• Users can still switch to raw data views where applicable.

How It Works

Aggregation at the Data View Layer

When a report type is selected:

1. CRB identifies if the module supports aggregated view.

2. The system applies:

   • Selected date range filters

   • Configured grouping parameters (e.g., Employee ID, Pay Period)

3. Aggregated metrics are calculated automatically.

4. The summarised dataset is displayed in Data View.

Key Benefits

For Customers

• Instant insights: Meaningful totals visible from the first step.

• Faster report creation: No need to configure aggregations manually.

• Familiar experience: Matches Keka’s standard reports.

• Lower learning curve: Especially helpful for HR and Payroll teams.

• Cleaner interpretation: Reduces confusion caused by raw transactional data.

For Reporting Performance

• Optimized queries using aggregated views.

• Reduced load compared to heavy raw joins.

• Scalable structure for future reporting modules.

Summary

With the new Aggregation Layer in Custom Report Builder:

• Reports now open in a summary-first format.

• Users no longer need to manually configure aggregations for basic totals.

• The reporting experience is faster, more intuitive, and consistent with Keka’s native reports.

This enhancement significantly improves CRB usability and adoption while maintaining flexibility for advanced reporting needs.