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Reports

Here you can ask all your questions and discussions around reports, such as company data exports, standard reports, custom reports and exports.

  • 109 Topics
  • 238 Replies
109 Topics
J
Getting Started
johanna.simonGetting Started
asked in Reports
Can't create remaining vacation days report with new Personio

Hi, for a financial audit we need to report remaining vacation days as of 31.12.24.Before with the classic builder I was able to create this report without any problems, I just selected names of employees, vacation days entitlement, planned, taken, carried over, and the final amount at the end of period. I am not able to to this since the Personio update. Can anyone help please? is there a way of reverting my profile to the old version so I can use the classic builder? 

559
HRJoy
Communicator
Ana_Cycle0
Getting Started
Ana_Cycle0Getting Started
asked in Reports
Reports in Personio

Hello everybody, We are struggling creating reports in Personio, does somebody have the right answer?  New hires (not from recruiting module): How to report new hires quarterly without the system aggregating data month by month? For example, we have one new joiner in January, two in February and 0 in March. March will show as 3 new joiners, because it accummulates from previous months.  Leavers: how is the turnover rate calculated in Personio and why is it represented as a - % Growth , as growth does not only depend on leavers. We can’t represent it quartlery as it is also accumulating data. Anybody an idea on how to properly report leavers data quartlery?  Thank you!Ana 

300
Ana_Cycle0
Getting Started
N
Getting Started
NidhalGetting Started
asked in Reports
Why can't I retrieve custom reports (Report Builder) via API

Hi all, I'm trying to retrieve custom reports created using Report Builder via API, but it seems only Classic Builder reports are accessible—any idea why?

865
HRJoy
Communicator
SabbuSchreiber
Communicator
SabbuSchreiberCommunicator
asked in Reports
Overtime Report with Balance

Hi all, I’m having some struggles with the overtime reports. Is there a way to have a monthly report showing the overtime/deficit hours for the month AND the overtime balance at the end of the month?I can only do either or but not both together - or I’m just not seeing it. :-)Thanks in advance!

444
HRJoy
Communicator
LidiaR
Follower
LidiaRFollower
asked in Reports
Status Condition in a Report

Hi!When creating a report, with the classical builder, is there an option to select in the Set Up Conditions, both Active and Onboarding employees?When I select them, like the picture below, and click save, there is no data showing up in the report. I would like to have both types of employees, not that one excludes the other. Thanks a lot!

396
LidiaR
Follower
vstranska
Getting Started
vstranskaGetting Started
asked in Reports
How can you share reports such as Headcount/FTE with others inside the tool?

Hi everyone,as of the transition to new Analytics, we are facing a major pain point - crucial reports for HR/Finance controlling have been discontinued (legacy system Headcount/FTE reports). When I create the report which was in our small organization regularly used by 10+ employees, I cannot find the way to share it with the others that have relevant access rights to view this type of employee data. Has anyone figured this out?If those 10+ employees have to each create the same report for the same purpose, that is a major loss of time. And even worse, if the same needs to be done by the HR team that works on the same topics and needs the same reports.Thanks in advance for any ideas!

493
People Person
Communicator
M
Getting Started
M_MGetting Started
posted in Reports
How can I find the progress for an specific stage in all my recruitment processes?

In previous versions, it was possible to collect information related to the different stages in all the recruitment processes registered. Currently it only allows to view it for each position, is there an option to obtain global and aggregate information?

273
Moe
Community Admin
B
Getting Started
bardenGetting Started
asked in Reports
Duplicate report

Is it possible to duplicate an existing report that was created using the new report builder?

212
B
Getting Started
Edda van der Ende
Communicator
Edda van der EndeCommunicator
asked in Reports
Upcoming terminations and new hires in one view?

Hi,How can I see with one view whose contracts are ending within the next 2 months and simultaneously who are joining in the next 2 months?Is there a report I can use for this?Edda

467
HRJoy
Communicator
R
Getting Started
Recruiting TeamGetting Started
asked in Reports
Recruiting Tracking

German belowWe are using the recruiting tool via Personio and would like to know if it is possible to obtain a more detailed overview in the tracking section.Unfortunately, the recruiting report section does not provide all the information relevant to our recruiting process.Specifically, we are interested in accessing the following metrics:Job ad reach (How often was the ad displayed?) Job ad views (How many people viewed the ad?) Conversion rate (Ratio of page views to actual applications) Bounce rate (How many visitors leave the page without submitting an application?)____________________Wir nutzen das Recruiting-Tool über Personio und möchten gerne wissen, ob es möglich ist, eine detailliertere Übersicht im Tracking-Bereich zu erhalten. In der Recruiting-Bericht-Sektion finde ich hierzu leider nicht alle Informationen, die für unser Recruiting relevant sind.Konkret interessiert uns, ob wir folgende Metriken einsehen können:Reichweite der Stellenanzeige (Wie oft wurde sie ausgespielt

1484
Moe
Community Admin
D
Follower
developyourskillsFollower
asked in Reports
Amount of interviews per interviewer

Hi, Is it possible to make a report of the amount of interviews per interviewer? We would like to gain more insights on the amount of interviews every colleague has. Thanks!

461
L
Follower
S
Getting Started
Sarah ShoveGetting Started
asked in Reports
Visibility of new reports (created with new templates)

Hi Community,I just created a few new reports with the help of the new templates (like e. g. Headcount or FTE) to replace our Legacy System Reports. The reports show as Saved Reports (I am an admin) and with me as an author. However, the other Personio admins from our company can’t see these reports. How can I make them visible for them as well? And how can I grant other employee groups access?Thank you for your help!Best regardsSarah

242
Moe
Community Admin
LidiaR
Follower
LidiaRFollower
asked in Reports
Report Headcount

Hi everyone! When using the HC Report and selecting Y Axis = FTE and Time Range = 6 monthsFebruary is equal to a number But when I change Time Range to = This QuarterFebruary is equal to a different number Why when changing just the time range the number is not equal? *I did this yesterday so This Quarter would be equal to Q1

253
N
Communicator
C
Follower
Circus2012Follower
posted in Reports
Export salary report without currency symbol

Hello,I am having problems with the new reports on effective salary which now pull through a currency symbol which means it cannot be uploaded to other systems that we use. Is there a way to switch this off?ThanksCatherine

333
Lucie B
Community Admin
rstambolieva
Explorer
rstambolievaExplorer
asked in Reports
Managing the Saved Reports

Dear Community, I have - not on purpose - created a couple of ‘saved reports’ with the new report buildier, but I cannot seem to find where I can delete those? Happy to hear some good advice - it is probably something easy that I am overseeing. Thakns & BestRali 

172
rstambolieva
Explorer
K
Explorer
KaisaExplorer
asked in Reports
Simple headcount and FTE report in the new Analytics module

Hi,I’m having trouble understanding the logic in the new analytics module. I’m trying to create a simple report that would pull the headcount and FTE figures for employees so that I can view each employee as a separate row. I’ve chosen Headcount report as the basis for the report and the table format to view individual employees. However when I try to add headcount or FTE as column information, it just states that they are not available for this chart. What am I not understanding..?Thanks in advance for your help!BR,Kaisa 

592
K
Explorer
S
Getting Started
sdemipGetting Started
asked in Reports
Where do “No channel” applications come from?

Hi everyone, Is there any way to figure out where the applications from “No channel” in the Channel report for a job position come from?Thank you very much in advanced :) 

121
Andreas Görthofer
Community Moderator
LegoMD
Communicator
LegoMDCommunicator
asked in Reports
Historical Salary Data Report

Dear Community,I need to create a report with historical salary data at the employee level for the entire company, covering the period from January 1, 2022, to the present. The goal is to track how individual employee salaries have developed since 2022. Do you know which steps I have to follow?

762
LegoMD
Communicator
K
Explorer
kterhaarExplorer
asked in Reports
Employee left not in turnover overview

Hi,Employee left during december 2024 and has status inactive but does not show in my Employee turnover overview for 2024.Thx for your help Kees

362
K
Explorer
S
Getting Started
sibilareev2024Getting Started
asked in Reports
Change of "active" to "Onboarding" status and how it effects Reporting

Hi,I accidentally set a wrong hire date for a future employee which is in the past so they appeared as “active” at one point in time. Now I changed it and the person appears as “Onboarding”, but when I do my reports - it includes this person as they were Active in the past.How can I resolve that? Has anybody had experience with this?Thank you in advance

201
People Person
Communicator
A
Follower
AgataFollower
asked in Reports
Absence rate report

I’m trying to compile various reports relating to absence rate but I’m finding the system reports and the functionality somewhat limited. I need to be able to calculate annual absence rates. While the system allows me to select the appropriate time period, the absence rates are calculated on a monthly basis and I don’t see any way of getting annual or longer period statistics on a cumulative basis. Great if you could advise if it is possible to get more flexible reports in this regard. 

551
Valentina S.
Personio Employee
J
Getting Started
JGrasslGetting Started
asked in Reports
Sickness absence frequency rate & average duration

Hi everyone, I’m looking for a solution to create a report with the following information:sickness absence frequency rate: The absence frequency (AF) concerns a standard for the average number of absence notifications per employee, converted to an annual basis The average duration of absence (ADOA): You add up all the days everyone is absent and divide that by how many times people were absent. This gives you an idea of how long, on average, each absence lasts. If it's a low number, it means people tend to be back at work relatively quickly when they're absent.Is this possible within Personio?Thanks a lot!

1121
Valentina S.
Personio Employee
A
Explorer
avmar99Explorer
asked in Reports
'OR' / 'AND' set up condition in reports & filtering reports in Personio

Hi, I’m trying to build a custom report and can’t see options for a couple of features that should really exist to make reports functional within Personio itself, so wanted to ask here whether the features do in fact exist (before I suggest the ideas!).Firstly, as far as I can tell, there is no option to add an ‘OR’ condition in the custom reports section. Can someone confirm? Is there anywhere where I can add this condition in? In the screenshot, I would like to see a list of every active employee in the New Business & Subscriber Growth team only, however this is showing 0 as there are 0 people in both of these departments. This limits how I can use the custom reports function within Personio substantially. I use a workaround by just not filtering the department at all and exporting it all to Excel (filtering it when it’s in Excel), but for quite simple data pulls (eg. absences across a time period in specific teams) this is very time consuming. There may be a way with Beta builde

412
Zulema T
Personio Employee
S
Getting Started
SnowVGetting Started
asked in Reports
Annual leave balance report

Dear Community,I created an annual leave balance report, but I found the balance days doesn’t deduct the upcoming absence days. Did i choose the wrong attribute or how can I have the correct balance days which already deduct the approved but untaken annual leave days?Thanks.Best regards,

1073
S
Getting Started
rstambolieva
Explorer
rstambolievaExplorer
asked in Reports
How to set up a role so all reports are visible to it?

Dear Community, I am trying to set up a new role with full access to all reports.https://support.personio.de/hc/en-us/articles/4412965544209-Grant-employees-access-to-reports#h_01J213HM0A6WR6Q21NE2JZ7X1TI have done everthing as in the article but I feel like I am missing something fundamental - I am still only seeing the reports of the role’s own team, even though I checked the settings & accesses 1000times.Do you maybe have any advice for me? Happy to hear back!Thanks & bestRali 

543
rstambolieva
Explorer
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