In addition to our pre-built standard reports, which cannot be customised, you can create your own custom dashboards. These dashboards allow you to either add a report from the library or create a report from scratch. In this article, we’ll first guide you through creating a dashboard, then show you how to add a report from the library, and finally how to build a report from scratch.
Creating a custom dashboard
In your left-side menu, navigate to Reports.
Click on + Add new.
Give your dashboard a unique but clear name and click Save.
Consider organising your dashboards by department, project, or workflow to keep reporting structured and easy to navigate.
Now that your dashboard is ready, start adding reports to visualize the data that matters most to you and your team!
Once you have added reports to your dashboard, you can:
Resize and move reports to create a layout that fits your workflow.
Apply filters to focus on specific data.
⚠️ Important: Keep in mind that any filters applied to the entire dashboard will override filters set for individual reports.
Choose a pre-created report from the library
The Reports library contains twelve pre-created reports, organised into four categories:
All: Every report available in the library.
Employees: Reports focused on employee data.
Payroll: Reports covering salaries.
Tenure: Reports detailing how long employees have been with the company.
When you add a report, you can customize the data to suit your needs:
Report title: Update the report’s name.
Description: Add or change the description to clarify the report’s purpose.
Metric: Select what you want to measure.
Group by: Choose a criteria to group your data.
Report type: Visualize your data using charts or data tables.
Display: Pick between bar charts or pie charts.
Date range: Set the period the report covers.
Sort by: Decide the order in which data is displayed.
Once your custom dashboard is ready, you can start adding reports:
Open your dashboard and click + Add report.
Select a report from the Reports library and click + Add report.
Customize the fields to define what data the report should pull.
Click Save.
Your report is now added to the dashboard and ready for analysis!
💡 Tip: Experiment with different metrics, visualisations, and date ranges to make the dashboard a powerful tool for quick insights and decision-making.
Creating a report from scratch
In addition to adding reports from the library, you can create a report from scratch to fully tailor it to your needs. There are three report types, and each type allows you to select a specific metric:
Trend
Visualize your data’s evolution
Employees over time: Track the dynamic shifts in the company’s workforce. Explore detailed data by grouping employees based on teams, locations, etc.
Joiners over time: Monitor the growth of new hires in the company over specific periods. Explore detailed data by grouping them based on teams, positions, locations, and more.
Leavers over time: Explore the trends in employee departures over specific time frames. Dive into detailed data by grouping them based on teams, locations, and more.
Breakdown
Group essential reports by category
Employees: Get a detailed view of current employees working in the company by grouping them into different categories. This metric includes all active employees at least one day in a given time.
Single metric
Focus on a unique value
Average salary: Get an average salary overview of all employees or specific positions, locations, teams, and others.
Average tenure: Choose this metric to analyse employees' seniority in the company.
Total salary: Sum up wages of all employees in the company or by specific groups like teams or locations.
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Once your custom dashboard is ready, you can start adding new reports:
Open your dashboard and click + Add report → Start from scratch.
Select a report type.
Choose a metric.
Customize the fields to define what data the report should pull.
Click Save.
Your report is now added to the dashboard and ready for analysis!
💡 Tip: Experiment with different report types and metrics to create dashboards that reflect the key data your team needs most.
Access levels
Configure access by specifying which employees or teams can view and/or edit report items.
Go to Settings → Access levels.
Click on Reports.
Click Edit access levels to modify its fields.
To save click Save changes.
📌 Note: Learn more about access levels in User roles and access levels.