Run Reports

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • You can run reports to view and monitor the status of HR cases.

    Before you begin

    Role required: sn_hr_core.manager, sn_hr_core.admin, sn_hr_core.basic

    About this task

    Use HR reports to improve overall efficiency and effectiveness. For example, you can view all Employee Relations cases that were created in the past month.

    Procedure

    1. Navigate to All > HR Dashboards & Reports > Reports.

      Reports in the HR report group are listed. The icon to the left of the report indicates the type of report, such as a list, pie chart, or bar chart. Point your cursor to the icon to see a pop-up window of report information. Click the star on the left to make the report a favorite. You can filter for favorite reports by clicking the star above the Reports list.

    2. Click the name of the report to run.
      The report opens with the runtime options and the results.
    3. Perform any of the following actions.
      • Change any runtime option and click Run to see the results.
      • In a list report, click a listed case to see its details.
      • In a chart, click a segment to see the corresponding cases.
      • Publish or schedule the report.
      • Edit the runtime options and save a new report.

    What to do next

    If you want to create additional HR reports, click Create a report above the Reports list. After you create reports, share them with the HR report group. Once on the Reports list, the group can view them. For more information, see Create a report.