No matter what information you are hoping to pull from the employee profile, our Dynamic Employee Summary Setup helps make it easy. This tool allows you to pull only the fields you want and put that information in the order you need so that you can quickly export employee reports.
Important things to note:
Some fields such as the Social Security Number are not available for export for security reasons.
To begin creating a custom report you will navigate to Employees > Configure Employees > Dynamic Employee Summary Setup.
From here you can either select an existing report to edit, or create a new report by typing the name of the report in the 'New Report' field and then clicking the green 'Create' button.
You will then have access to add the columns your report will contain by selecting them from the 'Report Fields' drop down and then clicking the green 'Add' button. If you would like to move the columns you will use the blue or red arrows. If you would like to remove a column you will use the red 'x'.
When you are ready to view or export the report you will next navigate to Employees > Employee Reports > Employee Summary Reports. From there you will select the report from the 'Report' drop down and then click the blue 'Query' button.
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