Using the Employee details report

To access the report:

1. Click Reports in the main navigation bar
2. Visit the Employee Management tab

All account members can access this report, but each member will only see employees that they can view listed in the Employee Directory. For example, a draft employee is only visible to HR admins and employees in their management line or employees with permission to view and manage employee data within Enterprise accounts with custom permission sets. 
 

• Filter by date to view employees that their start date is within the selected timeframe
   
• You can export the report by clicking on Export to CSV. The file will be downloaded on the spot to your device. 

Customizing column data

By default, the below information is displayed for each employee:

• First Name
• Last Name
• Status
• Work email
• Job Title
• Start Date
• Department

Click on the Columns option within the breakdown table to select additional fields to include in the report. Tick as many as you want to see and reorder the options by clicking the small dots next to each checkbox to drag and drop.

You can control which fields appear in the report and how they are arranged.

• Add or remove columns based on the data you want to include.

• Reorder columns freely to match your preferred layout by clicking the dots next to the checkbox of each field.
  

You can also search by field name to quickly retrieve the field you wish to include as a column. You’ll see the table update as you make your selections. You will need to scroll right to see all data. 

Sorting columns

You can sort the report by most columns to better organize the information displayed. Sorting helps you quickly identify trends or locate specific records.

To sort the data, select a column header and choose your preferred order (ascending or descending). For example, you can sort employees by their Start date to view them chronologically. 

Filtering field data

You can refine the data displayed in the report using a wide range of filtering options. All employee profile fields are available as filters, allowing you to tailor the dataset based on your specific needs. You may click the Add Filter option, then select a specific field and add a value that will filter employee profiles based on the provided value or select the filter option directly from within the column field. 

This flexibility allows you to structure the report in a way that best supports your workflow or reporting requirements.

Field access and visibility