Managing Custom Reports
How do I manage my custom reports?
Purpose: To teach you what actions are available when managing your custom reports in BambooHR. This guide will show you the Custom Reports tab, including how to change the report owner, add a report to your favorites, and delete reports in bulk.
Custom Reports tab
The Custom Reports section is available to the Account Owner and all administrators in BambooHR. This folder allows you to see all custom reports in your account and is divided into two tabs: My Reports and Company Reports. From these tabs, you can add the report to your favorites or change the owner of the report. You can also delete reports and change the report owner in mass via the Company Reports tab.
If you have the Core or Pro package with the new custom report builder, you will have the New Custom Reports section, which will have the same functionality (My Reports and Company Reports) as in the Custom Reports section. We will eventually merge both sections into one section, and the migration is expected to be completed by mid-January.
My Reports
The My Reports tab will be visible in this manner to the Account Owner and Full Admin users. From this tab, an admin can add a report to their favorites list, assign it to a folder, and change the owner of the report.
What does this look like for custom access users with Reports access?
The screenshot above shows the Reports tab from the view of a user with custom access granted to Reports. Notice the Custom Reports tab is not visible and all reports (whether a shared standard report or custom-made report) are listed on this tab. An admin can also easily sort the information on this page by simply clicking on the column header.
Company Reports
The Company Reports tab is visible to the Account Owner and Full Admin users as they have access to all reports created in their account. On this tab, an admin can (1) Change the Report Owner and (2) Bulk Delete Reports.
Sometimes, it may become necessary to change the ownership of a report. For example, if a user no longer works for your company or if they change positions, you may wish to reassign any reports they created to someone else.
To change an owner of a report, check the box next to the report(s) which you would like to change its owner. Then, click the change owner icon at the top of the reports list. Enter the name of the new owner in the pop-up box and click Change Owner.
To delete multiple reports at once, check the box next to the reports you would like to delete. Click on the trash can icon at the top of the reports list. Confirm the deletion by typing Delete in the pop-up window, then click Delete Reports.