Point-in-Time Report

Can I view data as of a specific point in time?

Purpose: To help you understand the Point-in-Time report and how it allows you to view compensation and job information for your employees by a specific date in time. Additionally, the report is editable to allow the addition of custom table fields.

Table of Contents

Point-In-Time Report

Point-in-Time

When viewing the Point-In-Time report, you will automatically see the compensation and job information for all of your employees as of today's date.

  1. Point-in-time: Select a date to see what the information was like on that particular date. (See below.)
  2. Filter: View all employees in the report or filter the employee list based on our standard filters (Location, Department, Division, Job title, and Employment Status).
  3. Current employee information: When checking this option, the filters will apply according to current employee data regardless of the date selected. When leaving this option unchecked, the filters will apply according to the employee data as it was or will be on the selected date. For example, I have an employee, Charlotte Abbott, who switched from being a part-time employee to a full-time employee on 2/13/2019, and I want to run this report as of 1/12/2019. If I check the box, Charlotte will show in the report based on the fact that she is currently a full-time employee. If I uncheck the box, Charlotte will not appear in the report because she was still listed as a part-time employee on that particular day.
  4. Edit: Edit the report to include additional table information such as employment status, education information, and even custom tables! (More information below.)
  5. Export: Export the report as an Excel or CSV file. When you export the report, a date column will add with the indicated date in the report. 

The Point-In-Time report is only available to the Account Owner and Full Admin users. Therefore, the report is unsharable. 

View a moment in time
Point-in-Time

I have changed the date to July 7, 2021, which shows the change of information from what it was to that specific date in time.

Edit
Edit Point-In-Time Report

When you edit the report, you can add additional custom or standard table fields to the report. Click on the tab, and then select the table fields you would like to include. In the example above, I have added information from a Bonus table to the report.

Additionally, you can filter, sort, or group the report before saving it and viewing the report with the new criteria.

Point-in-Time

Notice that the Bonus table information adds to the report.