Build and share your own reports

You don't need to write anything technical: you choose the data, the columns, the filters and how to summarize it.

1. 1

   Start a report

   In the library, select New report and choose the data - employees, leave requests, purchase orders, expense claims, journal lines, timesheet entries and more, as your plan and access allow. Or open any report and change it.

2. 2

   Summarize it

   Select Summarize and choose: A list of rows; Group and total - up to three groupings (Then by) and up to four figures (count, total, average, lowest, highest), with a chart above the table if you like; or a Pivot - rows × columns × a figure, with totals across and down.

   In a filter, My department follows whoever runs the report, so one shared report shows each manager their own department.

   

   Full size

3. 3

   Save and share it

   Select Save as a view, name it, and choose Who sees it: only you, some roles, or everyone. Each person who opens it sees what their own access allows. Only you can change it; others can Save as new.