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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 builder that I’ve not explored to it’s full potential, but am I missing something in custom reports? 

 

Secondly, is there any way to filter when using ‘custom reports’ rather than the Beta builder? It feels like quite a similar issue to my previous one, as if the ‘AND/OR’ functionality existed then there’d be no need to filter (as the specific departments would be the only ones in the report), but I think this would be a really useful functionality to keep users in Personio itself, rather than having to export to Excel for simple things like filtering. 

 

Hope this all makes sense, please do let me know if I’m missing anything! 

Hi @avmar99,

 

Unfortunately, there currently isn’t an and/or option when filtering the reports, I also wish there was!

To save you time, it may be quicker to create 2 reports, 1 for new Business and 1 for Subscriber growth and then just copying the cells from one into the other in excel as absence reports take alot of time to load. 

 

As far as I am aware, there is no other way to filter the reports other than the Beta Builder or excel, so for now it will need to be managed in excel. 

 

I will definitely give feedback regarding the and/or issue though so hopefully some development is made :) 

 

Thanks, 

 

Zoe 


Hi @avmar99,

As @People Person, it is currently not possible to filter or add conditions with ‘OR’, no in Custom reports nor in Beta builder reports. For more information about this topic, you can visit our Help Center article: Create a report in the Reports area.

I do really think that having this functionality added to Personio would greatly improve our software usability! Therefore, I would encourage you to send this idea/feedback/suggestion through the new Give feedback feature directly in your Personio account. Submissions will be forwarded directly to the relevant Product teams. You can find more information in this Community post.

If there is an update in this area, you will be informed through our Personio Product Updates or via an in-app notification! 😃

Have a lovely day! 🙌🏼

Best,

Zulema


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