Report Actions
What actions are available when viewing a report?
Purpose: To teach you what actions are available for you when viewing a report in BambooHR.
When viewing a report in BambooHR, you will have different actions available to you depending on the type of reports. A custom report includes all of the actions listed below. For standard reports, the available actions vary depending on the type of report you are viewing. The following actions may be available:
Standard report
In a standard report, or the reports automatically included in your BambooHR account, you have the option to filter the data by the five standard filters in BambooHR (Department, Division, Location, Employment Status, and Job Title). You can create multiple filters for all five categories. Once you have selected the filter(s), click Apply, and the data in the report will automatically filter accordingly. Keep in mind that if you do not have any options listed for division, that filter option will not show in the drop-down list. If you need to revert to the unfiltered report, click Reset or exit the report.
Custom report
Custom reports allow you to create multiple filters for all five categories (Department, Division, Location, Employment Status, and Job Title). In the example above, I have created a filter for this report that includes two departments and one employment status.
Notice to the right on some reports of the option to filter by status (Active, Inactive, or All). Reports automatically show only active employees unless you manually change this filter.
Only a custom report provides an editing option when you view it. Clicking this option will take you back to the report creation page, where you can add or remove fields, change filters, and add sorting or grouping.
The Employee # field will automatically be included in all Excel exports of standard reports as a unique identifier.
You can export custom or standard reports as an Excel, PDF, or CSV file. Exporting capabilities within a standard report vary depending on the specific report.
Selecting Excel or CSV will automatically download the report to your computer. If you choose PDF, a modal will pop up for you to enter the desired paper size and orientation.
Filters: If you have applied any date or employee filters to the report you are exporting or printing, you will see those filters in the exported file for all file types.
- CSV: You will receive two files zipped together when exporting. The first file contains the raw data, and the second has the applied filters.
- Excel: You will receive one file with two tabs. One tab with the raw data and the other tab with the applied filters.
Power editing a report will pull all employees and fields from the report into the power edit tool. This tool allows you to edit these fields for all employees in the report at once. The Selected Employees list auto-populates to the list of employees from the report.
Please note that any changes to single field information will remove previous data immediately. Changes to table field information through the power edit tool will add a new line to the table. Be sure to confirm what fields you are editing when using this feature.
Download Forms allows you to download basic forms for your employees with basic demographic information auto-populated. When selecting this feature from a report view, it will automatically fill the Selected Employees area with all employees from the report. Then, you can choose the forms and determine how you would like to download them.
Selecting Duplicate will create a replica of a report and take you to its report creation page. In this way, you can easily add or remove fields from the new report without changing the previous report.
An administrator or owner of a custom report will have the option to delete the report. Once you select Delete Report, you need to confirm before deleting the report.