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Custom reports

How to create and run custom reports in Sage HR.

Written by Oliver Cook

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.

This flexibility allows you to extract and analyse employee data effectively, tailoring reports to your organisational needs.

📎NOTE: You can only create custom reports on certain fields. We run through these fields in the Create a custom report section. If you can't create a custom report for what you need, you can check the other reports available in Sage HR.

To access Custom reports:

  1. Click Reports.

  2. Click Employee data.

  3. Click Custom reports.​

Create a custom report

  1. Click New.

  2. Enter a title.

  3. Select fields to include in the report.​
    ​
    You can only report on the following for a custom report:

    • Title

    • First name

    • Last name

    • Full name

    • Age

    • Position

    • Work email

    • Employment start date

    • Length of service

    • Termination date

    • Employment status

    • Direct manager

    • Team

    • Location

    • Driving licence

    • Employee #

    • LinkedIn

    • Date of birth

    • Home phone

    • Work phone

    • Mobile phone

    • Personal email

    • Street 1

    • Street 2

    • City

    • State

    • Postcode

    • Country

    • Nationality

    • Gender

    • Job category

    • Marital status

    • Access level

    • Children info

    • Email notifications enabled

    • Self-service enabled

    • Race & Ethnicity

    • Timesheets group

    • Right to work status

    • First Aid status

    • Compensation - Current salary

    • Compensation - Current salary (without currency)

    • Compensation - Current salary currency


    You can also select any custom fields that you've set up.
    ​

  4. Select a filter.
    ​
    If you require additional filters are click ➕, select either and or or, then select the additional filter.
    ​
    You can filter by:

    • Team

    • Location

    • Position

    • Start date

    • Job category

    • Employment status
      ​

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

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

  7. If required, select Include terminated employees.

  8. Click Save.

The report is now listed under Custom reports.

Run a custom report

  1. Next to the report, click the play button ▶️.

  2. The report then shows underneath.

Export a custom report

Click the paper and arrow icon to export the report to Excel.
​

Export button on a custom report.

Edit a customer report

Click the pencil icon. When you've made your changes, click Save.

Delete a custom report

  1. Click the trash can icon.

  2. Click Delete to confirm you want to delete it.

    ⚠CAUTION: This action is permanent.


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