How do I create and export reports in Simployer One?

The Reports module allows you to build detailed reports using employee, absence, time reporting, remote work, and compensation data. You choose the information to include, customize the report layout, apply filters, and export the results for further analysis. 

Unlike Analytics, which provides interactive dashboards and charts, Reports generate detailed row-based data that can be exported as Excel or CSV files. 

Before you begin 

Only users with the Owner role can create and view reports.  

Navigate to Insights → Reports.  

What report types are available? 

Simployer One includes five report types. 

Choose the report type that best matches the data you want to analyse. 

How do I create a report? 

1. Navigate to Insights → Reports.  
2. Select New report.  
3. Select the report type.  
4. Select Next.  
5. Enter a Report name.  
6. Enter a Description.  
7. If required, enable Include archived colleagues.  
8. Select Next.  

You can now configure the report. 

How do I choose report columns? 

After creating the report, choose which information should be included. 

• Select the fields you want to include.  
• Every selected field becomes its own column in the report.  
• Select Next.  

Only the selected columns will appear in the exported report. 

Tip 

Include only the columns you need to make reports easier to read and export. 

How do I change the column order? 

After selecting your columns, you can rearrange them. 

• Drag and drop the columns into the preferred order.  
• The first item becomes the first column in the report.  
• Select Next.  

Organizing columns before exporting reduces the need to reorganize the data later. 

How do report filters work? 

Filters allow you to narrow the report to the information you need. 

After the report has been created: 

1. Select Add filter.  
2. Choose the column you want to filter.  
3. Select the filter values.  
4. Apply the filter.  

Any available report column can be used as a filter. 

For example, you can filter by: 

• Department  
• Office  
• Employment type  
• Team  
• Employee  
• Leave type  

The available filters depend on the report type and selected columns. 

Are report filters saved? 

Yes. 

Once you apply filters to a report, the filter settings are saved. 

The next time you open the report, you do not need to recreate the same filters. 

This makes recurring reports much faster to use. 

How do I edit a report? 

Reports can be updated whenever your reporting requirements change. 

To edit a report: 

1. Open the report.  
2. Select Edit.  
3. Update the report settings.  
4. Save your changes.  

You can update: 

• Report name  
• Description  
• Selected columns  
• Column order  
• Filters  

How do I include archived colleagues? 

When creating a report, you can choose whether archived colleagues should be included. 

Enable Include archived colleagues if you want the report to include off-boarded employees. 

This is useful for historical reporting and audits. 

How do I export a report? 

After reviewing the report: 

1. Select Export.  
2. Choose one of the available formats:  
   • Excel (.xlsx)  
   • CSV  
3. Select Export.  

The report is downloaded to your computer. 

Note 

Reports are exported as Excel (.xlsx) or CSV files. 

If you want to download visual dashboards as images, use Analytics, which supports PNG downloads. 

Which report should I use? 

Use the report that matches the information you need. 

Best practices 

Tip 

Choose only the columns you need to keep reports easy to read. 

Tip 

Save commonly used reports with descriptive names so they are easy to identify later. 

Tip 

Use saved filters for recurring monthly or quarterly reports. 

Important 

Include archived colleagues only when historical data is required.

FAQs 

Who can create reports? 

Only Owners can create and view reports. 

Can I edit a report after creating it? 

Yes. Reports can be edited at any time. 

Can I reorder report columns? 

Yes. Columns can be rearranged before the report is finalized. 

Are report filters saved? 

Yes. Applied filters are saved with the report. 

Can I include former employees? 

Yes. Enable Include archived colleagues when creating the report. 

Which file formats are available? 

Reports can be exported as: 

• Excel (.xlsx)  
• CSV  

Can I export reports as PNG? 

No. PNG exports are only available for Analytics dashboards.