Data View

How can I view my organization's records?

A default view is provided for all the forms and it displays the complete set of records added to the form.

  • From your home page, go to Organization > Employee

You will be able to see all the records.

Can I create my own view of my records?

Go to the tab for which you would like to create your own view. For example, if you would like to create your own view, follow the steps given below.

  • From Home, go to Organization > Employee
  • Click on the Employee View dropdown
  • Select Create view
  • Give a name for the view
  • Check the box if you would like to set this view as the default one
  • Under View Permission, specify the option of your choice
  • Under Select Columns, select the columns that you would like and click the right arrow
  • Click the double arrow if you would like to add all the columns
  • Under Criteria, enter any criteria that you would like to set for your view

  • Click Save

Note: A notification will be sent through feeds to the audience that is chosen under View Permission, once a new view is created.

Can I edit a view after it has been created?

Yes, this is possible.

  • From your home page, go to the tab for which you need the view to be edited
  • For example, if you would like to edit the view of the Employee tab, go to Organization > Employee from your home screen
  • Hover your mouse over the view name
  • Click Edit icon on the right hand side
  • Edit the view as required

  • Click Save

How can I delete a record?

  • Go to the tab where you would like to delete a record
  • For example, if you would like to delete a designation, from your home page, go to Organization > Designation
  • Hover your mouse over the record to see the ellipsis icon on the left hand side
  • Click on the ellipsis icon and select delete

  • Click Confirm to delete the record

I am not able to view audit history of a record in the employee form. Why?

To be able to view audit history, you should have first enabled audit history for the particular field in the form. Follow the steps given below to do this.

  • From your home page, go to Setup(Gear icon) > Forms and Tabs
  • Click on Forms and go to the employee form
  • Click on the particular field, and click Field properties

  • Under Audit, check Enable audit
  • From home, go to Organization > Employee
  • Click on the employee name

You will be able to see the changes made to the particular field for which audit is enabled. For example, if you have enabled audit history for the Mobile number field of the employee form, you will be able to see any changes made to this field along with the id of the person who has made the change.

Reports Integration

What are the reports that are available by default for an administrator?

  • Go to your dashboard by clicking on Setup(gear icon)> Dashboard

You will be able to see basic reports like New Joinee report and Attrition report.

  • Click on the dropdown to select the period for which you need the reports

  • Click the (add icon) to Print the chart or to download the chart as PNG, JPEG Image or SVG Vector image or to download it as PDF document

Are there other reports available apart from the ones on the dashboard? How do I generate a report? 

There are extensive reports available in each module like Leave, Attendance, Time Tracker, Performance etc to suit your requirements. You can make use of the filter icon under reports of each of these modules and generate reports based on your need. If you would like to generate more custom reports, you can generate them by using the Analytics module.

Follow the steps given below to generate a report

  • From your home page, go to Analytics > Create Report
  • Enter the Report name
  • Under Report Type, select Chart or Summary
  • Under Report Based on, select the form
  • Click Create
  • Using the fields listed on the left side, drag and drop columns that should be displayed as X axis and Y axis
  • Under Color, drag and drop the column based on which, the chart will be further categorized showing each data pointing to different colors (different data series)

  • Under Text, drag and drop the column which should be used as data label in the chart, according to the function applied on the column

Filters can be used to filter the data that is made available for the viewer. Once a column is dropped, a list of all possible options for filtering will be displayed in the (second) box right to Filter Shelf. The filtering options provided varies based on the data type of the column dropped. You can also include dynamic filtering capability in the reports view mode called User Filters. User filters enables you to apply filters on the report data displayed using the filter columns exposed as part of User Filters. The filter columns included in User Filters can be displayed using a variety of display components like Drop Down boxes, Slider, Date range chooser etc., to suit your needs.

Go to this link to know in detail about creating reports.

Can I edit a report that I have created?

Yes. This is possible. Follow the steps given below to edit your report.

  • From your home page, go to Analytics
  • Go to the report that needs to be edited
  • Click the Edit icon at the right corner of the row
  • Edit the report as required

  • Click Save

Will I be able to delete a report that I have generated?

Follow the steps given below to delete a report that you have created.

  • From your home page, go to Analytics
  • Go to the Report that you would like to delete

  • Click on the Delete icon at the right corner of the row

How do I share the reports that I have created to specific users in the organization?

Once you have created a report, it is possible for you to share it only to specific users of your choice. Follow the steps given below to do this.

  • From your home page, go to Analytics

  • Go to the report that you would like to share
  • Click on the icon that is right next to the 'Created By' column
  • In this page, under Share To, use the search tab and get the user from lists like Users, Departments, Roles and Locations

  • Click Submit​

Note: When you share the reports to your employees, the data that they will be able to view is dependant on the permissions that you have configured for them. For instance, if a particular employees does not have the permission to view some records in a form, then the employee will not be able to see data pertaining to these records even if that data is present in the report that you have shared.

Is there an option using which reports can be sent periodically to a recipient?

Yes. This is possible. If you have reports created in Analytics, you will be able to send them periodically to someone by making use of the Report Scheduler. Using the Report Scheduler you will be able to create a workflow where you can select the recipients. You can have the appropriate reports mapped to this workflow and get these reports delivered via email periodically (Weekly, Monthly etc) at the time that you want. 

Click here to know how to create a Report Scheduler.

Will I be able to export a report?

Yes. You have the option to export reports. Follow the steps given below.

  • From your home page, go to Analytics
  • Click on the report that you would like to export
  • Click on 'Export' which is there at the right corner of the report

  • Select the format from the list (CSV/Excel/PDF/Image/HTML)
  • Click Export once done