HR reports and exports¶
Choose a report, set its filters and review the employee records behind the result.
Needs: Pro · HR
HR reports cover staffing, leave, attendance, pay, development, equipment and recorded workload.
HR reports cover staffing, leave, attendance, development and equipment, along with selected measures of recorded work. Filters vary by report and may include department, team, employment type, employee and period.
Available reports¶
| Group | Reports |
|---|---|
| Workforce | Overview; Staff directory; Headcount; Headcount over time; New hires / onboarding; Hires / turnover; Org structure; Years of service; Age profile; Missing information; Employee changes |
| Leave and attendance | Leave; Leave calendar; Absence patterns; Approval turnaround; Attendance; Attendance exceptions |
| Compensation | Compensation; Pay changes |
| Development | Performance; Training; Expiring documents; Skills inventory; Skills matrix |
| Operations | Equipment; Equipment recovery; Recruitment; Utilisation; Ticket performance; Workload availability |
These are the 30 report views in the reviewed catalogue. Availability depends on enabled features, data and permissions. Reports containing pay information require pay access.
Run and check a report¶
- Choose the report for the question you are answering. For example, current headcount and headcount over time use different views.
- Set the dates and organization filters.
- Check whether the report includes inactive or terminated employees and incomplete records.
- Open source records to investigate unexpected totals or entries.
- Export the required results and store the file where only the intended readers can access it.
When comparing periods or teams, use the same filters and check whether the underlying records were complete for both groups.
Understand work and exception reports¶
Utilisation and ticket performance use recorded time and assignments. Missing entries or the wrong assignee can affect the result. Workload availability uses the schedules known to CRM-NG; it cannot account for every commitment held elsewhere.
Missing-information and exception reports are useful lists for follow-up. Review and correct the underlying records rather than treating the report as an automatic assessment of an employee.