Reports

Older Reports have a manual force refresh button.Where can I find this for the new Report style that Personio makes us use? It is so frustrating to build a new report, see there are some updates required - want to be able to share it with Manager/Leadership only to see that it takes upwards of 24/48hrs for the data to refresh!If I’m missing seeing the force refresh button please can someone let me know!As the top contributors to the community hoping one of you might have the answer to the benefit of the rest of us!​@HRJoy / ​@SabbuSchreiber / ​@Nathan Jolly / ​@People Person / ​@LegoMD / ​@SalC / ​@Vida ​

Hello team, before aproaching HR and suggest them the changes that are needed to be done, i would like to ask the community so i can have a better step by step to show to HR. I dont have admin rights in perosnio, so i dont know the settings in there. My team and I will need to have the section Onboarding/Offboarding in our Personio profile. So we can see who is onboarded and offboarded, get emails/notified for these so we can prepare everything needed for these cases. Is it supposed to be a custom role that can be assgined to us, so we can see the Onboarding/Offboarding section ? How to set this up ?Thank you in advance 

Hello, I want to pull a report to see what day people are most commonly (and least commonly) working from home. I’ve gone as far as pulling a custom report with Home Working Days (Taken) and Home Working Days (Period) but can’t seem to sort those by days of the week. Is there another way?I’d appreciate any help!Emily

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? 

Hi Folks,I am trying to set up a report that shows a full staff list, including separate columns for departmental hierarchy, e.g: First Name Last Name Business Unit Division Department Stefan Cunning CPO P&C People Partners  At the moment, we have the departmental hierarchy set up through the “departments/teams” section on Personio, i.e. CPO>P&C>People Partners, but I’m not clear on how this can be pulled into an Excel showing all the subdepartments.Any help and guidance is appreciated!ThanksStefan  

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 

Hi all,Question about the reports & analytics section. I’ve created a few custom reports as an admin and thought that the other admins would have access to them as well. Turns out, that they actually don’t and I have to share the reports individually with them. But even then, they only get viewing rights and can’t edit the reports.Is there any way admins can have direct access to all reports created? Or if not, I could share them with edit rights?

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?

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!

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!

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!

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?

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

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

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 i

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!

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

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

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

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 

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 

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 :) 

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?

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

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