The HRWize Report Builder provides the ability to create reports in different formats:
- Table
- Column chart*
- Bar chart*
- Line chart*
- Pie chart*
- Tile*
* Please Note - These report formats require the HRWize Analytics add-on.
To create a Column chart report, go to:
Reporting > Report builder > New report
Choose 'Column Chart' from Select a report type.
There are many data sources to choose from but consider that, just like a Line chart, a Column chart report can track changes or trends over short and long periods of time such as time off requests. Column charts are also a good way to show change over time by comparing column heights. In this example, we want a Column chart to report on absences for single or multiple time off types.
So here we have selected 'Time off period' as our data source.
Next, we give the report a name.
If required, provide a description for the report.
- Select 'Date' from Select Label Axis.
- Enter a label name or it will default to the field name if you leave this blank.
- Select 'Duration' from Select Value Axis.
- The aggregate will be 'Sum'.
- Enter a label name or it will default to the field name if you leave this blank.
Next, we want to apply a filter to show only the Covid-19 time off types by selecting:
Reason
Equals
Self isolating with symptoms
To make sure only those employees who are active are reported, add a second filter, and select:
Active
Equals
Active
You can check what the report looks like by clicking on 'Edit report' followed by 'View Report'.
This report shows the number of absences per day for each Covid-19 absence with symptoms.
In the Select Chart Options section, you can choose 'Order', 'Value', 'Legend', and 'Trend' options which will change the appearance of your chart. Depending on the type and volume of data you are reporting on, these may make little or no difference to your chart.
The Drilldown option allows you to link this Line chart to another report so you can see more employee detail associated with this report.
- Select 'Enable drilldown'.
- Select 'Drilldown by clicking entire chart', then choose 'Drilldown to report' or 'Drilldown to dashboard'.
- Depending on whether you have chosen a report or dashboard, select a report or dashboard you created previously with associated data.
- Alternatively, select 'Drilldown by clicking on a value' then select a report you created previously with associated data.
- If you have selected 'Drilldown by clicking on a value', select one or more filters. In this case, we are only reporting on Date so that is the only filter available.
You can check what the report looks like by clicking on 'Edit report' followed by 'View Report'. Here you can see the report with a Trend line showing in red. In addition, you can hover on any of the data points in the chart to see additional information.
Depending on how you have chosen to drilldown, either click anywhere on the report or click on any data point, and the drilldown report we linked to will show associated data, in this case, we can see names, department, and absence on that specific day.
HRWize
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