If a report you need regarding employee data doesn't exist in Sage HR, you can create a custom report to collate the specific information that you require.
To access Custom reports:
Click Reports.
Click Employee data.
Click Custom reports.
Create a custom report
Create a custom report
Click New.
Enter a title.
Select fields to include in the report.
Select a filter.
If you require additional filters are click ➕, select either and or or, then select the additional filter.
If required, select Include additional custom fields in excel report.
Select how you want the information sorted. For example, Last name sorted A-Z.
If required, select Include terminated employees.
Click Save.
The report is now listed under Custom reports.
Run a custom report
Run a custom report
Next to the report, click the play button ▶️.
The report then shows underneath.
Export a custom report
Export a custom report
Click the paper and arrow icon to export the report to Excel.
Edit a customer report
Edit a customer report
Click the pencil icon. When you've made your changes, click Save.
Delete a custom report
Delete a custom report
Click the trash can icon.
Click Delete to confirm you want to delete it.
⚠CAUTION: This action is permanent.