Creating a custom report

A custom report answers a question the system reports do not cover: the fixed-term contracts of a department with their end date, the headcount by site and gender, the average age per team, the turnover rate of a sub-company… You choose the columns, period and population; Illizeo calculates the result with your permissions and shows it live while you build it.

Before you start #

• Creating a report requires the “Custom report” permission at the Execute level.
• Module columns (absences, attendance, payroll…) are only offered if those modules are open to you.

Opening the creation window #

In People Analytics, Custom Reports tab, click Create Custom Report. The Create a report button in the “Select an Analysis” window (dashboard) opens the same window.

The window has two columns: the form on the left, the Report preview on the right. If AI is enabled for your workspace, a Describe your report field can fill in the form for you (see “Describing your report to the AI”).

1. Identification #

• Report name (required, 50 characters at most): the name under which the report appears in the list.
• Description (optional, 255 characters at most): what the report is for.

2. Period #

The Report type sets how time is read:

3. Content #

• Table columns: choose the information to show. Filter by domain (the sections of the employee file, then the modules: absences, attendance, payroll…) or search by name. Columns form the table in the order you pick them. You are only offered the columns you can read on at least one person in your population.
• Employee status filter: Active at chosen day, Active during chosen timeframe or All.
• Population: “Whole scope” by default. Add criteria to narrow the report: sub-company, site, department, team, position, manager, contract type, hire date, contract end… Dates can be compared (before, after, between). The population is saved with the report and always stays within your permissions.

4. Layout: list or aggregated #

List shows one row per employee. Aggregated counts, measures and compares groups.

An aggregated report #

• Group by, then Then by: one or two axes, chosen among the report’s columns (for example department, then gender).
• Measures, one or more:
  • Headcount: the number of employees in the group;
  • Share (%): the group’s share, of the total or, with two axes, of the parent group (“of total” or “of group”);
  • Average, Median, Minimum, Maximum: on a numeric column of the report (age, salary, activity rate…) or on seniority in years;
  • Turnover rate (%) and Absence rate (%): on a Timeframe report.
• Over time (Timeframe): Month, Quarter or Year, and what to Measure at each step: Headcount at end of period, Hires, Departures. A series over time takes a single grouping axis.
• Chart: Bars, Stacked bars, Line, or none.

Rate formulas, the same as in the system reports:

• Turnover rate = departures in the period ÷ average headcount ((headcount on the first day + headcount on the last day) ÷ 2) × 100.
• Absence rate = absence days ÷ working days of the whole population × 100. An employee only counts working days in the months they were present.

5. The live preview #

As soon as the report type, its date and at least one column are chosen, the Report preview is calculated on your real data, one second after your last change:

• the number of employees concerned;
• for a list, the first 20 rows; for an aggregate, the table of groups;
• the chart. The Chart type selector (Bars, Stacked bars, Line, None) changes it without recalculating. For a list, Count by chooses the column to count: the list then gets its own chart.

The preview saves nothing. Click Add to create the report.

After saving #

The report joins the list in the “Custom Reports” tab. Each card shows its type and the date you last viewed it; View report opens it. On the report page:

• the table, with Break by (subtotals per group) and Totals; Save the layout keeps these choices with the report;
• the chart, whose type you can change;
• Export: an Excel workbook of the report, calculated with your permissions;
• Schedule: an automatic delivery (see “Scheduling a report”);
• Edit and Delete.

To show it as a tile on your dashboard, add it from “Select an Analysis” (see “The Employee Analytics dashboard”).

Frequently asked questions #

A column I am looking for is not offered. #

Either it belongs to a module that is not open to you, or your role does not let you read it on anyone.

My colleague does not see the same figures as I do. #

That is expected: each reader sees the report calculated on their own population, with their own permissions. See “Permissions and data confidentiality”.

“This measure needs a numeric column of the report.” #

An average, median, minimum or maximum is calculated on a numeric column: add it to the table columns first.

I cannot see the creation button. #

It requires the “Custom report” permission at the Execute level.