Give the report a unique name to help you find it again after saving it. Then, select which information to display in the report. You can do the following:

1. Search Fields: Begin typing a field name in the search box, and a list of fields will show for you to select.
2. Browse Fields: Go to a corresponding tab to click on a field name and add it to Selected Fields for the report.
3. *Show History: When selecting a table to appear in the report, you may have the option to show the table's history in the report, depending on the table type. Please note you can include the history of only one table within a custom report. This prevents delays in processing a large amount of historical data. 

1. By default, custom reports display information for all employees. To report on a specific set of employees, you can add filters to your report. To start, select only employees from the menu.
2. Determine if employees shown in the report should match all or any of the filter criteria. If you select any, the report will pull an employee's information if they match up with at least one part of the filter criteria. If you select all, then the report will only pull an employee's information if they match all of the filter criteria.

The next step is to add your filter criteria or conditions.

1. Select the field you would like to filter by.
2. Determine how you would like to filter by your selected field.*
3. Add the final condition to the filter.

In the example above, I have selected Hire Date. Since this is a date field, I have determined how to filter by the date field and how long ago we want to take the filter. In this example, I want to include all employees who have a hire date on or before the date this report is being viewed.

The following are other options you have for date ranges:

1. is > today or a specific day
2. is before > today or a specific day > choose to include today or the specific day
3. is after > today or a specific day > choose to include today or the specific day
4. is during > last, next, date range > # of days, weeks, months, or years. If you select date range, you will be able to put in the specific dates
5. is blank
6. is not blank

When you add names (Last name, First name) to a report, you can sort the Last name, First name field by clicking A-Z to sort the field automatically from A-Z. Data in the report will alphabetically sort employees' last names and first names. 

You can add additional sorting options by clicking + Add Sort. Then, you can sort the data by any other field added to the report. In the example above, I selected the Hire Date field and sorted its data chronologically by showing the oldest first. Depending on the field in Sort by, you will have a different list of options to set the sorting.

When you add multiple sortings, the report will sort the fields in the order they are listed during setup.

Grouping a report allows you to group information within the report. This setting is optional. For example, if I select Employment Status, it will group all employees with the same employment status together in the report.

Notice the report automatically groups employees together if they have the same employment status. The selected field for grouping will no longer appear as a column in the report.

Give the report a unique name to help you find it in your list of custom reports.

Select which information to display in the report by using any of the following options. The system will then auto-populate selected fields as columns in the report, and you will be able to reorder the columns to your preference.

• Search fields: Type a field name in the search box, and a list of fields will show for you to select.
• Browse fields: Select a specific tab (e.g., Personal, Job, etc.) to add a corresponding field to the report.
• Show history: When selecting a table to appear in the report, you may have the option to show the table's history (Show History) in the report, depending on the table type.
  • Please note you can include the history of only one table within a custom report. This prevents delays in processing a large amount of historical data. If you want to show the history of a different table, you will be able to edit the report. Deselect Show History for the one table, and then select Show History for a different table, and run the report again. 

When you add names (Last name, First name) to a report, you can sort the Last name, First name field by clicking A-Z to sort the field automatically from A-Z. Data in the report will alphabetically sort employees' last names and first names. 

You can add additional sorting options by clicking + Add sort. Then, you can sort the data by any other field added to the report. In the example above, I selected the Hire Date field and sorted its data chronologically by showing the oldest first. Depending on the field in Sort by, you will have a different list of options to set the sorting.

If you add multiple sortings, the report will sort the fields in the order they are listed during setup. Click Save to run the report again.

Grouping a report allows you to group information within the report. This setting is optional. For example, if I select Employment Status and click Save, the system will group all employees with the same employment status together in the report.

Notice the report automatically groups employees together if they have the same employment status.

The selected field (e.g., Full-Time) for grouping will no longer appear as a column in the report.

1. Status: By default, custom reports display information for all active employees. To report on a specific set of employees, you can add filters to your report. To start, select Active, Inactive, or All from the dropdown menu.
2. Add Filter: Determine if employees shown in the report should match all or any of the filter criteria. Click +Add Filter. The following section includes more information about how this setting works.

After selecting +Add Filter to apply one or more filters, the next step is to determine your filter criteria. 

1. Select All or Any.
   • All: This setting means data included in the report will meet the conditions for all of the selected filters. For example, I set up a filter to include employees from the Marketing department, and another filter to include new hires for this year, the report will include employees from the Marketing department who have been hired this year.
   • Any: This setting means data included in the report will meet the conditions for any of the selected filters. For example, I set up a filter for include employees from the Marketing department and another filter to include new hires for this year. The report will include employees from both the Marketing department and any new employees who have been hired this year.
2. Select the field you would like to filter by.
3. Determine how you would like to filter by your selected field.*
4. Add the final condition to the filter.*

*The final two steps vary depending on what type of field you have selected. Click Save to run the report again.

Example: In the example above, I have selected Hire Date. Since this is a date field, I have determined how to filter by the date field and how long ago we want to take the filter. In this example, I want to include all employees who have a hire date on or before the date this report is being viewed.