To create a custom report, go to Reports > Custom Reports and click on the Create button. You will be shown the screen below:
Title - Give the report a recognisable name to easily identify the purpose of the report
Agency Group Report - Click this checkbox if you have multiple agencies and wish to include data from all agencies in the report.
Tables & Columns - All available InTime fields are listed within this section.
Select the Columns
Find a field/column from the Tables & Columns section you wish to include in the report and drag and drop into the Select the Columns section. Use the Column Title field to give the column a recognisable name (e.g. worker reference) and select whether the column should be hidden or not. You may choose to include a hidden column if you are linking reports. You can drag the columns in this section to order them.
Link Report???
Filter the Data
If you wish to set parameters for your report to limit the data returned, you can do this under the Filter section. Select the field/column you would like to filter by from the Tables & Columns section and drag into the filter section. Under the Operator dropdown select how the value should be used and under Entry Type whether that filter is mandatory, optional or always set to a specific value.
Below is an example of how to set filters to search by to and from dates for placement created date.
How this how the above filters would be presented to the report user when running the report.
Below is an example of how to set filters to search by to and from dates for placement created date, for PAYE workers only.
How this how the above filters would be presented to the report user when running the report. The worker filter wouldn't be shown as it is a fixed value filter.
Order the Data
You can use this section to determine how the data should be ordered in your report. From the Tables & Columns section, select the column you would like to order by and drag to the Order By the Data section and select whether the column should be ordered by ascending or descending.
