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Getting started with reports

Explore standard reports, start from a dashboard template, or build a custom dashboard to visualize your workforce data.

Reports in Tellent HR turn your company’s data into clear, visual insights.

There are three ways to get started:

  • Start with a dashboard template — a ready-made set of workforce reports.

  • Add standard reports to a board — pre-built reports that give you quick insights into key employee and company data.

  • Create a custom dashboard — build your own reports with the metrics and fields you need.

For more details, check out our articles on Standard reports and How to create a report for your custom dashboard.

Important: To ensure accurate reporting, make sure all employees’ start dates are correctly set in their accounts. Missing dates can result in incomplete or inaccurate report data.


You can start with a dashboard template

Dashboard templates let you visualize workforce metrics instantly, without compiling data manually. Tellent HR includes three pre-built templates:

Workforce overview — a snapshot of your current headcount, historical growth trends, and departmental breakdowns.

Tenure & turnover — retention metrics such as average tenure, overall turnover, and new-hire turnover.

People & demographics — diversity metrics such as gender breakdown and average age over time.

Each template is a ready-made set of reports from the Reports library. To use one:

Go to Analytics and click New board.

In the Reports library, select the reports that belong to the template you want to use.

Click Add reports to board.

Tip: Use dashboard templates to spot turnover trends early and to support diversity, equity, and inclusion (DE&I) reporting.

Note: Add standard reports to a board. Standard reports are ready-made reports covering key employee and company data, so you don’t have to build them yourself. Add them to any board from the Reports library. See the full list in Standard reports.


You can create a custom dashboard

Beyond the templates, you can create a custom dashboard in Manage. In the Report builder, select a metric to measure and add fields to group or break down your data.

The Report builder includes the following metrics and fields:

Metrics

  • Employee age

  • Growth rate

  • Retention and turnover rate

  • New hire turnover

  • Headcount change and change over time

  • Individual Contributor (IC) to manager ratio

  • Average salary

  • Total salary

Fields

  • Age

  • Tenure

  • Employee type

Note: For step-by-step instructions, see How to create a report for your custom dashboard.

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You can manage report access

Decide which employees or teams can view or edit reports.

Go to Settings > Access levels.

Click Reports.

Click Edit access levels and adjust who can view or edit reports.

Click Save changes.

Note: Learn more in User roles and access levels.


Frequently asked questions

What are dashboard templates?

Dashboard templates are ready-made sets of workforce reports. Tellent HR includes three: Workforce overview, Tenure & turnover, and People & demographics.

What data do the templates use?

They use the employee data in your Tellent HR account, such as start dates, departments, and employee profiles. Make sure every employee’s start date is set, or the data may be incomplete.

Who can view or edit reports?

You decide. Go to Settings > Access levels, click Reports, and choose who can view or edit reports.

Can I change a board created from a template?

Yes. You can add or remove reports after creating the board.


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