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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.

  • 97 Topics
  • 184 Replies
97 Topics
Nina Barkow
Getting Started
Nina BarkowGetting Started
asked in Reports
Evaluation of all recorded working hours per month/per employee

Hello everyone,is there a way to evaluate the recorded working hours (target hours) per month per employee for an entire year?(If vacation has already been deducted, how many hours are left in the month?)Background: We would like to compare the invoiced hours for a utilization rate.Kind regardsNina Translated by moderator using technologyHallo zusammen,gibt es eine Möglichkeit die erfassten Arbeitsstunden (Soll-Stunden) pro Monat pro Mitarbeiter für ein gesamtes Jahr auswerten zu lassen?(Wenn Urlaub bereits abgezogen ist wie viele Stunden im Monat übrig bleiben?) Hintergrund: Wir würden gerne die fakturierten Stunden gegenüberstellen für eine Auslastungsquote. Liebe GrüßeNina  

121
Lucie B
Community Admin
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

100
S
Getting Started
C
Follower
Circus2012Follower
asked 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

242
C
Follower
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 :) 

40
S
Getting Started
K
Follower
KaisaFollower
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 

130
K
Follower
LegoMD
Detective
LegoMDDetective
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?

422
LegoMD
Detective
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

282
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

141
People Person
Communicator
A
Getting Started
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. 

231
Valentina S.
Personio Employee
J
JGrassl
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!

571
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

302
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,

563
S
Getting Started
rstambolieva
Follower
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 

453
rstambolieva
Follower
L
Follower
LSPBFollower
asked in Reports
Leavers Report

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! 

516
Fernanda T
Personio Employee
N
Communicator
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

202
N
Communicator
A
Getting Started
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.

704
Sofia V.
Personio Employee
O
Getting Started
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 !!

2345
Zulema T
Personio Employee
K
Newbie
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

61
Zulema T
Personio Employee
M
Getting Started
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 

131
I
Personio Employee
C
Follower
Circus2012Follower
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 :-(

481
I
Personio Employee
S
Shashikiran
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?

141
I
Personio Employee
J
Getting Started
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. 

623
I
Personio Employee
M
Newbie
Marco17Newbie
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?

333
I
Personio Employee
I
Follower
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. 

81
I
Personio Employee
LegoMD
Detective
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

361
I
Personio Employee
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