Creating Custom Reports Using Custom Report Builder

Overview

Keka's Custom Report Builder (CRB) allows you to create reports based on the exact data you need, without depending on predefined report formats or manually combining data in Excel.

You can select the required fields, apply filters, group and aggregate data, and save the report for future use.

Who can use Custom Report Builder?

Custom Report Builder is primarily useful for:

• Payroll Admins and HR Ops: Create reports for payroll processing, compliance, audits, and operational requirements.
• Finance Teams: Generate customized reports for compensation and cost analysis.

How to Create a Custom Report

Go to Payroll > Reports>Create Custom Report and follow these four steps:

1. Select Report Type

• Select the Report Type based on the information you want to include in your report.

2. Select Data View

• Choose the required Data View.
• Select the fields you want to include in the report.

3. Apply Filters and Grouping

• Apply Filters to narrow down the data.
• Use Grouping to organize data based on specific fields.
• Apply Aggregations to summarize data when required.

4. Save the Report

• Review the report configuration.
• Click Save Report.
• Use the saved report again whenever you need the same report structure.

Key Benefits

• Self-serve reporting: Build the exact report you need without raising a support request.
• Flexible customization: Select fields, filters, grouping, and aggregations based on your requirements.
• Reusable reports: Save customized reports for future use.
• Reduced manual effort: Eliminate the need to combine or reconcile multiple Excel reports.
• Better reporting for audits and compliance: Generate data cuts specific to your business requirements.

Note: No setup or data migration is required to use Custom Report Builder.