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Custom reports

How to create and run custom reports.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

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.

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Create a custom report

  1. Click Reports.

  2. Click Employee data.

  3. Click Custom reports.

  4. Click New.

  5. Enter a title.

  6. Select fields to include in the report.

  7. Select a filter.

    If additional filters are required click ➕, select either and or or, then select the additional filter.

  8. If required, select Include additional custom fields in excel report.

  9. Select how you want the information sorted. For example, Last name sorted A-Z.

  10. If required, select Include terminated employees.

  11. Click Save.

The report is now listed under Custom reports.

Run a custom report

  1. Next to the report, click ▶️

  2. The report then shows underneath.

    If needed you can export this report to Excel.

If you need to edit the report click the pencil icon ✏️.

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