Creating custom reports using the widget builder

Custom reports enable Enterprise customers to design flexible dashboards with configurable widgets. You can build visualizations, customize tables, combine data from different sources, and organize reports to fit your internal reporting needs.

This guide walks through creating custom reports (by editing and saving existing reports or creating a new one), building widgets, managing dashboard layouts, and working with advanced configuration options.

Advanced saved reports (dashboards)

Saving reports will move them to a dashboard form and will enable you to combine multiple widgets, reuse elements from other reports, and create deeper, multi-layered analyses. Advanced capabilities include:

• Renaming widgets to provide a clearer context via the pencil icon.
• Editing widget-level filters, which can override report-level filters, or freezing widget filters so that the widget always shows the same result, even when report-level filters change. Editing widgets

• Duplicating widgets within the same report to make variations
• Deleting a widget when it’s no longer needed.

• Copying a widget from one report to another using the 'Copy to report' option.
• Adding more widgets from either existing reports or by building new ones; the options will appear at the bottom of the dashboard.

Reusing and copying widgets

You can allocate widgets from different reports to allow consistent reporting across dashboards. There are two ways to reuse widgets:

• Use existing widget: Browse widgets from pre-built or custom reports and add them to the current report.
• Copy widget: When viewing a report, copy a widget directly into another custom report. This lets you build dashboards efficiently without recreating visualizations.

Accessing the custom report builder

To begin building a new custom report from scratch, navigate to the report center, where you will see the option to start a new custom report in the upper-right corner.

Starting a new report opens a blank page. The report receives a temporary name until you save it. 

Reporting sharing options are limited at this time. Only Payroll custom reports are automatically shared with HR All access users. All other custom reports are visible only to the user who created them.

A custom report must contain at least one widget before it can be saved. Custom reports are built from modular widgets, which can come from different sources.

Create a new widget

To create a new widget that starts from a raw data set, select the "Create new widget" option. The first step is to select a data source. The following sources are available:
For Recruiting:

• Activities
• Candidate details
• Requisitions

For Employee management:

• Employee details
• Time off requests
• Attendance

After selecting a data source, choose whether to build a customizable table or an aggregated visualization under the visualization type. The default is a customizable table.

Customizable tables (Table breakdown)

Customizable tables allow you to tailor the information shown in the report. They support:

• Renaming the widget
• Adjusting visible columns and column order
• Applying widget-level filters
• Excluding report-level filters when needed

Table settings are saved as part of the custom report.

Aggregated visualizations (Summary view)

Aggregated visualizations offer a way to summarize data or highlight trends.
Depending on the selected dataset, you can use aggregation types such as:

• Sum, average, median, minimum or maximum for numeric fields
• Minimum and maximum for numeric or date fields
• Count distinct values for string, list, date or numeric fields

When selecting an aggregation type other than basic count, you will be asked to select a column to apply the function to.

Add widget-level filters to narrow the scope of the data shown in your visualization. After configuring your aggregation, you can add a label that will be added to the metric and select Done.
 

Use existing widget

To create a new view based on an existing widget, select the "Use existing widget" option. Depending on the entry point of the custom report, you will have different reports available for selection or creation:

• If starting from the home page, you may select a Recruiting or HR widget. The first widget will determine the report's type.
• If starting from Recruiting or Employee management, users will have only the corresponding source available.

Organizing your dashboard

Once all the widgets are added, you can organize them to improve readability and layout.

You can:

• Reorder widgets by dragging them from the top-left corner
• Resize widgets horizontally
• Duplicate widgets to quickly build alternate views or comparisons

New widgets always appear in the bottom-left area of the dashboard, but can be reordered. Saving your custom report preserves all layout, naming, filter, and column selections. Saved custom reports appear in the 'Custom reports' section of the report center.