How to Create a Custom Report Format in BrioHR

Log in to your BrioHR account.

• Navigate to the HR Lounge.
• Access the Reports section.

You will be directed to the Report Dashboard page.

• Go to the Report Builder. Here, you'll see all the types of reports you have access to.
• Click the "Create" button to customize your report format (e.g., Leave Balances report).

On this page, you can customize the following:

1. Date options.
2. Leave types options.
3. Fields and filters to customize the items included in the report.
4. An overview of how your report will look.

• Select the date for which you want the leave balances to be calculated.
  • Choose the leave types to include in the report (e.g., Annual, Medical).
• Click the "Fields & Filters" button to customize the items included in the report.

• A Fields & Filters template will appear.
• Select which items you want to include in the report by ticking or unticking the checkboxes. Use the "+ Add Filter" option if necessary.
• Click "Apply Changes" to save your selections.

• An overview of how your report will look will be displayed. Click "Expand" to view it in fullscreen if needed.
• Click "Save As" to save your customized report format.

• A "Save Report as Template" pop-up will appear. Enter a name for your report.
• Click "Save."

• The saved report will appear under the Generated Reports section. If you have multiple reports, click on the one you wish to display.
• Click "Export Report" to download the selected report. You can choose to download it in CSV or Excel format.

Need Assistance?

If you have any questions or require assistance, please reach out to our support team via live chat or email us at support@briohr.com.