As a system administrator, you have access to the custom reporting area by default, you can also provide access to other users. You can also watch our video that presents an overview on the custom reporting feature.
📌Note: If you get an error message No rows to show when trying to access the customer reporting this is because you don't have an organisation, that's usually obtained through Access Evo, for custom reporting to be activated, Access Evo migration is required.
Remember that these access generated reports can't be edited directly, but they serve as a starting point for creating your own custom versions. You can identify an Access report by reviewing the created by column where a padlock and access can be found.
Access custom reporting area
To access the custom reporting area, follow the below steps:
Click Reports then click Custom Reporting.
You’re presented with the prebuild custom reports, click a report to see who created it, who edited it last, and when.
Select My Reports then filter based on the following:
My Favourites.
My recently viewed reports.
My frequently viewed.
Created by me reports
Last edited by me.
Click the star near the name of the report to make it your favourite report.
Overview of the prebuild Access reports
Currently, we have the following Access reports:
Current Employee Data- a report of all employees, their positions, and their data.
EDI Data- A report to show all of the Equality, Diversity and Inclusivity details of your employees within your organisation.
Employee Contracts- a report detailing all current employees and their contract information.
Employee Leavers- a report detailing all employees based on their leaving date for this year.
Employee Pay and Contract Data- a report detailing all Pay and Contract Data within one single report.
Employee Pay Information- a report detailing all current employees and their payroll, salary and pay information.
Employee Right to Work Data- a report detailing all background checks and right to work data.
Employee Starters- a report detailing all employees based on their starting and leaving data for this year.
Headcount Report- a report that lists all staff members uniquely regardless of their post.
Teacher Details- a report listing all information regarding teacher details.