How do I create and export reports in Simployer One?

Modified on Wed, 26 Aug at 10:52 PM

How do I create and export reports in Simployer One? 


Learn how to create custom reports, use template reports, filter report data, and export reports from Simployer One.


Who can access Reports? 


By default, only users with the Owner system role can access Reports. 


Note: Other users can create, view, edit, and download reports only if they are assigned a custom role that includes permission to access Reports.


What can I find on the Reports page? 


Navigate to **Insights → Reports**. 


Reports

  • Create a new custom report. 
  • View your saved reports. 
  • Edit existing reports. 
  • Download reports as Excel (.xlsx) or CSV. 
  • Reuse saved reports to export updated data without creating them again. 


Custom reports can include colleague, time off, time reporting, remote work, and compensation data. 


Template reports


The Template reports tab contains predefined reports for Norwegian statutory reporting. 


Available template reports include: 

  • Norwegian Sick Leave Report 
  • Norwegian SSB Report 
  • Norwegian Sick Leave Breakdown 


These reports already contain the required columns, calculations, and report structure for Norwegian statutory reporting. 


Note

If you need to create your own report or export HR data, use the Reports tab. For guidance on the Norwegian template reports, see the related articles at the end of this article.


What report types are available? 


  • Colleague: One row per colleague. 
  • Time off: One row per time off request. 
  • Time reporting: One row per timesheet entry. 
  • Remote work: One row per remote work occasion. 
  • Compensation: One row containing compensation information. 


How do I create a report? 


  1. Go to Insights → Reports. 
  2. Click New report. 
  3. Select the report type and click Next. 
  4. Enter a name and optional description. 
  5. Enable Include archived colleagues if required. 
  6. Select the columns to include. 
  7. Drag and drop columns into the preferred order. 
  8. Click Next to save the report. 


How do I filter a report? 


  1. Open the report. 
  2. Select a column. 
  3. Choose a comparison operator. 
  4. Enter a value. 
  5. Click Add filter. 


How do I export a report? 


  1. Open the report or click Download from the Reports overview. 
  2. Choose Excel (.xlsx) or CSV. 
  3. Click Export. 


How do I manage saved reports? 


  • View: Open a saved report. 
  • Edit: Open the report with View, then click Edit to update the report configuration, columns, or filters. 
  • Download: Export the latest report as Excel (.xlsx) or CSV. 


FAQs 


Can I include archived colleagues in a report? 

Yes. Enable Include archived colleagues when creating the report. 


Can other users see the reports I create? 

No. Reports are personal to the user who creates them. Even if multiple Owners have access to Reports, they cannot view, edit, or download reports created by other users. 


Can I export reports in different formats? 

Yes. Reports can be exported as Excel (.xlsx) or CSV.


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