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

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90 Topics

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

AgataGetting Started

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.

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!

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

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,

rstambolievaFollower

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

LSPBFollower

asked in Reports

Yesterday I tried to make a leavers report. My idea for the report is to see all the employees who left the previous month, which is a timeframe we can also choose when creating the report manually from scratch. So in this case 1st of August to 31 of August, and then next month it will go to September and so on. The problem I have with this is that for some reason when I create the report it does not pick up the leavers of the 31st of August. It shows all the leavers but not those of the last day of the month. So yeah I wanted to ask if this is a configuration issue, or if I am doing something wrong when creating the report. Let me know what you think!

Nathan JollyCommunicator

asked in Reports

Reports : New Hire over a custom period

Hello dear Community, I’m trying to build a report that shows the number of new hires for a custom period. I would also love to have insights on their Onboarding, with details on the number of steps completed, if it was on time, ect … Currently, I’m using the Headcount in the beta report and do a subtraction, but that doesn’t allow me to have the name of the new comers or any details. I’ve thought about the Hire Date attribute, but I can’t use it in any charts of the BETA report. I can’t find any options in the reports to help me do that. Do you have any idea on how I could do that ? Thank you, Nathan

AlexWGetting Started

asked in Reports

Export Mass Data incl. PDF of candidates/applicants

Liebe Community und Personio-Team,gibt es eine Möglichkeit, ALLE Daten (inkl. PDFs) aller Kandidaten/Bewerber zu einer bestimmten Stellenanzeige zu exportieren? Vielen Dank im Voraus.EN: Dear Community and Personio-Team,is there any possibility to export ALL data (incl. PDFs) of all candidates/applicants to one specific job advert? Thanks in advance.

olivia.herbertGetting Started

asked in Reports

Annual Salary Report

Hi, I need to pull a report for all employees and their ANNUAL salaries. I can’t find this anywhere and when creating a custom report and clicking ‘salary’, I only get the monthly amount, does anyone know how I can do this please? It should be really straightforward !!

KoalaNewbie

asked in Reports

Reports: Change colours in bars, graphs etc.

I was wondering if we could personalize the reports in terms of different colors for bars, graphs etc or change the fonts

Marion Badin-LatourGetting Started

asked in Reports

Reports organization

Hello everyone,I'm wondering how I can organise and sort all the different reports we create. I'd like to create a folder and archive the reports by theme, for example ‘headcount’ or ‘salaries’ and so on. Do you think this is feasible somewhere?Many thanks in advance for your help, My Best

Circus2012Getting Started

asked in Reports

How can I get an annual salary report?

My finance director has asked for a list of annual salaries for our employees which seems like a fairly basic request but I cannot see how to do this. I can’t use in the monthly salary and multiply by 12 as we have in month changes so this would not be accurate. Please could someone point me in the right direction? I can’t believe the system can’t do this as it is a basic requirement :-(

asked in Reports

Training Report

Dear Community, Is it possible to pull out the training report for the employees for each year, as of now i can download the report but we are not able to segregate it year wise?

JulesRGetting Started

asked in Reports

Not able to pull children informations through custom report

I need to get an extraction from Personio with all the children data per employee (number of children, name, gender, date of birth etc) but I can’t find it ion the reports column and moreover the “children” column is false as employees don’t have the right number of children in the report even if correctly reported in Personio. Is there a solution to get all of this data ? Thank you.

asked in Reports

Recruitment KPIs - Key Reports missing

Hi, how do i create kpi’s missing in the report page? I see for example time to hire and time to offer but some basic KPIs such as:Time to fill: Probation period pass % Offer acceptance %Are completely missing.Anyone sorted it out?

IsisFollower

asked in Reports

Reports- Changes

Hey Personio Community,I want to report employee attribute changes and new starters through the custom reports function, similar to the payroll tab function. However, I can't change the attributes in payroll because they are being used for a different purpose.In my search, I found that you can do this with the historical data setup. The problem is that the new starters are not highlighted (and also dont appear, even if their status is onboarding), and I also cannot sort the data by hiring dates. For example, I am only interested in the new starters and the changes of the next month. I tried a lot of different things.Maybe someone here has a idea, I haven’t thought about.Thank you in advance.

LegoMDDetective

asked in Reports

Annual leave balance report

Dear Community, I have a question regarding annual leave balance reports, can you please help me and confirm that my understanding is correct!:Created a custom report for annual leave balance - I selected: Point in time report type and then Last day of this year as date. + Aadded the following column: Paid annual leave - BalanceCreated a custom report for annual leave balance - I selected: Timeframe report type and then this year as date + added the following column: Paid annual leave - Balance at end of timeframe Do I understand correctly that this is the same? Thanks a lot for responses!!!!Bests, LegoMD

Kasey ShenExplorer

asked in Reports

whistleblowing function

Hello,could you please advise how can we activate the whistleblowing function in personio?Regards,kasey

ItaGetting Started

asked in Reports

Hi :)Anyone has experience in creating a FTE report? Currently, the FTE report takes the average working hours from the weekly working hours attribute. This attribute only have the average.Since the part-timers might end up work more or less hours depending on the season, etc, I would like to create a more accurate report that provides the actual working hours of the part-timer employees. Looking forward to hearing if some of you have any inside here :)

ItaGetting Started

asked in Reports

Hi :)Anyone has experience in creating a FTE report? Currently, the FTE report takes the average working hours from the weekly working hours attribute. This attribute only have the average.Since the part-timers might end up work more or less hours depending on the season, etc, I would like to create a more accurate report that provides the actual working hours of the part-timer employees. Looking forward to hearing if some of you have any inside here :)

Vincent MaurasGetting Started

asked in Reports

Reports in Personio

Hello Community,I have been struggling with the reports in Personio for a while and I would need some help to understand a few things about this topic. Disqualified applicationsIn this report, I noticed a category named “not disqualified”. I would like to understand what this category exactly means, since there are already two other categories (Withdrawn and rejected).Applications and Application FunnelI also noticed a difference between the report Applications and Application Funnel. From my experience, I do not have the same figures in the two reports in the category “New Application”. Does anyone know where this difference could come from ? For instance in April, the report Applications gives me 128 applications whereas the report Application Funnel gives me 176 applications. Many thanks in advance to everyone, Best rgeards,Vincent

LaurajGetting Started

asked in Reports

Time in stage data

Hi, is there a way to get a report or extract data on how many days a candidate has spent in each stage of the hiring process (not only the current one)? Thanks!

jo spencerGetting Started

asked in Reports

People cost alongside headcount report

Hi, Is it possible to have a People Cost (as in salary total cost annually) alongside the headcount report, or does someone know how to do this?Thanks,Jo

BugreportsFollower

posted in Reports

Overtime is calculated incorrectly

Dear personio team,I have noticed an error in the calculation of overtime.Before I entered my times for yesterday's working day, my overtime account was correctly calculated as -8h, as 8h of my working day was missing. The result was then -5h56.I then entered my working hours, but I only worked 6h57 yesterday, so I didn't work a full 8h. However, my overtime account was offset with +8h and now shows a plus of 2h04, although it should only be 1h01.This means that more overtime is displayed than I actually have.I hope you can fix this error with the next update so that I don't have to calculate the overtime manually.Kind regardsChristopher Henschel, M.Sc.

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