Report Builder - Standard Reports

Within HRWize, there is a library of 35 standard reports that can be accessed and used in the Report builder. Before these reports can be accessed, they must be published first to each user who requires them. 

There are 2 methods available for this publishing process:

1. Publish the Standard Report to all individual users who need access to this report. This method creates an individual version of the Standard Report for each user it has been published to. Each user can then edit or delete the report. Any changes made to the report will only impact himself/herself (he/her shares his/her version with others).
2. One Admin level user publishes the relevant reports to himself, then shares them with the relevant user groups (e.g. Manager or Trainer). This method has the advantage that any new employee added to the User Group will have access to the report. It is also the recommended method if this User Group simply needs to View the report. Any enhancements applied to the initial report will be shared with the other users.

To publish the Standard Reports, click on the 'Standard Reports' button on the Report builder permission page in:

Administration > Company > Report builder permissions

Once on this page, you can choose the report(s) and the user(s) you wish to publish these. You can either click on:

1. All users
2. Selecting the individual names from the available listed users (only users who are Admin, HR, and Manager level users plus any Recruiters, Finance, and Facilities), all other users who are members of the Employee group, cannot access the Report Builder.

Please Note - Only current active users will be listed. If new employees need their individual copy of the Standard Report, you will need to repeat the process. At the top of the screen, there is a warning banner advising that the user(s) you publish the report(s) must also have permission to view the associated dataset that the report is based on.

If you do not give the user(s) access to the dataset the report is based on, then when the user tries to run the report, they will see this error:

For each of the reports listed, you can also see the dataset the report is based on:

After clicking on 'Submit' to publish the report(s), add the report builder permissions to the appropriate user(s) group(s). E.g.: Manager, Finance, Recruitment, for the datasets the published reports are based on via:

Administration > Company > Report builder permissions

After clicking on 'Submit', the user can now access any of the published reports via their Report builder icon on the side menu. The standard reports can be seen with the report name plus (Standard) and Data Source (or dataset) along with any other reports that have been built and shared with the user(s) group(s), who can run and/or edit any of the standard reports they have been given access to.

The user can not only run and/or edit this report, but they can also share the report with other users, the same rule applies though that the user(s) group(s) to share too much also have permissions to view the data from the dataset that the report is based on.