1. Help Portal
  2. Using Deputy
  3. Reports
  4. Custom Report Builder [BETA]

Custom Report Builder [BETA]

Updated on December 22, 2017

Using the Custom Report Builder, you can call any piece of information within Deputy you would like to generate a custom report for.

Please note that this feature is currently in BETA. 

Custom Report Builder

To access the Custom Report Builder, head to the Reports page and scroll to the ‘Report Builder’ section. Click ‘Build New Report’ to begin.

Custom Report Builder - Build New Report

A pop-up box will appear. From here, you can select four sample reports to build. Select one and click ‘Load Template’ to begin. There are seven pre-built reports to choose from:

  • Schedule
  • Timesheet
  • Training
  • Leave
  • Leave Balance
  • Sales Data
  • Timesheet Pay Return

We’ll select ‘Timesheet‘ to begin.

The following is an example of a report that will be generated.

Creating a Custom Report

To create and edit the Custom Report, click the ‘Edit Report’ button as seen in the previous screenshot.

The following screen will appear. Here, you can edit the details of your report.

Adding and Removing Fields

On the left side of the Custom Reporter dashboard, you can see a list of categories in which you can pull data from.

data_list_CR

In this example, we’ll click ‘Area’ and add the area in which the employee is working in.

To add this, click the ‘Area’ drop-down.

areas_CRB

Now drag ‘Area Name’ into the data list.

area_drag

To remove items from the report, simply click the ‘X’ icon on the item you would like to remove.

remove_area

Calculation Fields

Calculation fields allows you to create a custom column to create your own calculations. To access this, simply click ‘Add Calculation Field’ in your Fields section.

calculationfields

Here, you can create your own custom calculation field using data used in reporting. In the example below, we’ve used a pre-built ‘Late Arrival’ field, which checks the timesheet creation time versus the rostered time, and uses a boolean (Yes/No) option to answer if the employee clocked in late.

calc_field

For more information about resource calls, check out our API doc.

Save and Load Reports

After you have configured and compiled your report, you can use it for future use. Simply click ‘Save’ at the top of the page.

save_custom_report

You will be asked to create a name and a description for this report. When you are done, hit ‘Save’.

save_report_modal

To load a report, click ‘Load’, next to the ‘Save’ button.

load_report

In the Load Report modal, click the report you would like to load, then click ‘Load Template’.

load_report_modal

Exporting Your Custom Report

The Custom Report Builder currently exports reports in CSV format. To do this, click ‘Export CSV’ at the top of the page.

export_report_CSV

A CSV file will download. Open the file using Excel or Google Sheets.

custom_report_export

Have any feedback for our Help Portal? Anything we can fix to improve your Help Portal visit? Fill in our Deputy Help Portal Feedback Form!

Can’t find what you’re looking for? Fill in our Deputy Help Documentation Request Form to leave any feedback or suggestions for our help documents.

comments powered by Disqus