How to create a report?

Hi!

On the Worksmile platform you can use our ready-made reports or prepare your own! In this article you'll learn how to create report in several ways. 

How to configure the report?

1. After logging into the platform, go to the Admin Panel.

2. Go to Reports and click on + New report.

3. From the drop-down list, select the one you are interested in, e.g., Requests Report, and confirm by clicking Next.

4. In the report wizard, pay attention to the top bar.

 

Depending on the report choices, it may vary slightly. In the case of an application report, you will notice

• Add column (you add fields such as employee's name),
• Select requests templates (from the list you select the requests you want to include in the report),
• Settings (you will streamline the wizard, e.g. all rows will autocomplete).

5. What columns to add?

 

Create the first column to see what data you will be able to include in the report, e.g. the employee's name, department, position, in this case click on the first row of User Data and the second row of First Name, then Last Name, and so on.

6. What information can you add?

 

• Additional user field - if you have additional fields created on the platform such as personnel/staff number, phone number etc, then by selecting this option you can add this data to the column.

• Data from the application/subscription/one-time product - this is all information related to the name of, for example, the application, its approval, submission, etc.

• Field from the proposal form - if you want the report to include data from the form/request filled out by the user, select this option. The data will automatically be pulled into the report.

7. In the report, you can add many other columns depending on the information you need. Additionally, you can easily move these columns and change their order. After adding all the necessary data to the report, click Add.

After saving the report, you still have the option to go into the report and add more columns or delete them. On the list of report templates click on ··· to open more options and select Edit report.

Duplication of reports

To save time, you can create a report by duplicating an existing template, then through editing make the target changes. In the list of reports, click on --- expanding more options and select Duplicate report. The copy created in this way can be a separate report after making changes in the appropriate places.