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.

Zoho People's integration with Zoho Analytics lets you create custom reports. The Analytics module helps you generate reports based on your need. 

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