Creating a Custom Report
- Mark Holland (Unlicensed)
- Hitesh Sud
- Kelly Collins
This module is subject to an additional charge so please contact account management or support should you wish to enable this functionality.
The fields available via the custom report creator are fixed to a specific field/column set. If you require fields which are not available or have a complex report which you feel cannot be achieved using the creator, please contact support with your reporting requirements. It may be possible for the report to be created and supplied at a separate cost subject to requirements and review.
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.
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.
Below is an example of how to set filters to search by to and from dates for placement created date, for PAYE workers only.
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.
Join the data
If you wish to combine and get data from two or more tables, you can do so in the joins section. When you join two tables, it means you're combining data from both tables into a single result set based on a related column that exists in both.
To combine data from two tables, say worker and placement, do the following steps:
Select the worker ID column under the worker table, and drag and drop it in the join from field.
The columns that can be added to the join fields have a different symbol before the column name, for example 
Select the join type. The join type can be inner join, left join, or right join.
Inner join: Only returns rows where there's a match in both tables.
Left join: Returns all rows from the left table, and matching rows from the right table.
Right join: Returns all rows from the right table, and matching rows from the left table.Select the ID column under the placement table, and drag and drop it in the join to field.
Select the report layout from the layout tab, and then click save.