How to Create and Customize Employee Information Report?

Audience & Scope

Audience: HR /Admin

Module: Reports

Country: Global

Pre-requisites: Access to Report Builder within Analytics page

The Employee Information Reports allows HR teams quick access to essential employee data such as employment status, department, office location, and reporting managers. These reports can be downloaded and customized to fit your company’s HR reporting needs.

This guide explains how to download the report and apply filters to generate accurate employee information.

Where to Find the Employee Information Report

To access the report:

1. Log in to your BrioHR account.

2. Hover over Analytics at the Navigation Bar 

3. Click on the Report Builder button.

4. Locate Employee Information Report.

5. Click Create.

How to Customize Employee Information Reports

On the report page:

• Click Fields & Filters.

• This option allows you to select specific data fields (e.g., employee ID, department, offices, etc.) to display in your report.

• Once customized, the report can be downloaded for internal use.

Use the +Add Filter function under the Fields & Filters section to refine your report. For example, you can filter by:

• Employment Status (Active, Inactive, or Resigned)

• Office Location

• Department

• Manager

This ensures that your report only shows the relevant employees based on your reporting needs.

Once you have obtained your customized report, click on Export Report button to download the report. You can download this report in CSV or Excel format. 

Scenario : How to check for active employees within the year?

1. Export a copy of the Employee Information report from the system 

2. Within the Excel file, filter out those : 

             a. employees that Ended Employment before 1st Jan of the year &

             b. employees that Joined date was before 31st December of the year

      3.   You will have generated a report for active employees within the year. 

Ownership

Last updated by : Arveena