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Custom Report Guide

The Custom Reports module lets you build tailored reports by pulling data from across your subscribed JustLogin modules β€” all in one place. You can choose exactly which fields to include, apply filters, sort and group data, then save and share those reports with your team.

Creating a Custom Report

Navigate to Reports > Create Reports to begin building a new custom report.

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Step 1 β€” Select Your Fields

The report builder displays all available fields on the left-hand side. You can only see fields that belong to modules your company is subscribed to.

  • Drag and drop a field from the left panel into the Selected Fields box on the right, or
  • Double-click any field to add it to the right column instantly.

The fields you add to the Selected Fields column are the columns that will appear in your report.

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Step 2 β€” Filter, Sort, and Group

Once your fields are selected, you can refine the report further:

  • Filter β€” narrow down the data to a specific subset (e.g. by department or date range).
  • Sort β€” order the results by one or more columns in ascending or descending order.
  • Group β€” aggregate rows together by a common field for a cleaner summary view.

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Step 3 β€” Preview and Publish

Click Preview to review the report output and confirm it looks correct, then click Publish to save and make it available under your reports list.

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My Reports

All reports you have created and published are listed under My Custom Reports.

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From the list, you can view, edit, or delete any report using the action buttons next to each entry.

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Viewing and Downloading a Report

Click the View button to open a report. Once inside, you can download the data in your preferred format.

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Editing a Published Report

Click the Edit icon icon to modify a report even after it has been published. This lets you update fields, filters, sorting, or groupings at any time.

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Deleting a Report

Click the Delete icon button to delete a report. A confirmation message will appear before the action is carried out.

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Important: Deleted reports cannot be recovered. Please confirm you no longer need the report before proceeding.

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Standard Reports

The Standard Reports page contains a set of pre-built reports provided by JustLogin. These reports are available to all users and cover common HR data needs out of the box.

Note: Standard Reports are read-only and cannot be deleted.

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