Reports in Zoho People
What is reports space in Zoho People? Who is it for?
Reports is a consolidated space for all reports from the various services in Zoho People. Reports are useful for providing actionable insights and giving a bird's-eye view of what is going on in your organization. Reports are useful for everyone, including administrators, HR, and managers!
How to access and use Zoho People reports?
To access reports, click on the Reports icon at the bottom-left of any screen. Reports are primarily classified into My Reports, Team Reports, and Organization Reports, each with varying data scopes. Within each of these sections, reports are further categorized by the service they belong to. You can use the search bar to quickly find a report by name. The star icon can be used to mark a report as a favorite, and doing so will place it at the top of the list.
Using the Access Permissions button, administrators can enable or disable selective reports and also grant or deny access to specific reports based on roles.
The classifications of reports by scope
My Reports
My reports cover all the data and information that an employee can view about themselves such as their leave balance and appraisal ratings.
Team Reports
Team reports cover all information that a manager can view about their reportees or that an employee can view about their team.
Organization Reports
Organization reports cover all information that an admin can view about the entire organization.
Analytics and Advanced Analytics
If you have integrated with Analytics or Advanced Analytics, you can view those reports. Learn more about Analytics. Learn more about Advanced Analytics.
Scheduler
Scheduler
Use Report Scheduler to automatically send reports to specific users, roles, department, or user groups on a regular basis via email, Learn more.
Report Access Permissions
Report access permissions allow you to enable or disable entire report sections and further refine access to individual services and specific reports by granting access to only certain roles.
To configure permission for the reports:
- Navigate to Reports > Access Permissions.
- In the Access Permissions section, select any of the following reports for which you would like to configure access.
- My Reports
- Team Reports
- Organization Reports - Use the toggle button to enable or disable access to the entire report section, specific service reports, or individual reports within the service.
- Click on the report to restrict access based on the roles.
You can toggle between the My Reports, Team Reports, and Organizational Reports tabs to configure access for the selected report.
Reports classified by service
Click the title links to learn more about the report within each service:
Employee Information reports
These reports provide important statistics that aid in key decision-making on an organizational level such as resource planning and budgeting.
Reports under Employee Information:
- Dashboard
- Headcount
- Employee addition trend
- Employee attrition trend
- Diversity
- Distribution
- Experience wise exit
- Career History
- EEO-1 Report
Attendance reports
Attendance reports can give vital information on a daily basis and also on overall attendance patterns to alert a manager or an administrator wherever there are red flags so it can be addressed in time.
Reports under Attendance:
- Daily attendance status
- Early/late check-in and check-out
- Employee present/absent status
- Presence hours break-up
- Attendance data for payroll
- Muster roll
- Overtime details
Leave reports
Reports under this section can give you insights into employee absenteeism and overall unhealthy leave patterns that may impact the growth of an organization.
Reports under Leave:
- Daily leave status
- Resource availability
- Employee leave balance
- Leave booked and balance
- Leave type wise summary
- Bradford score
- Leave encashment details
- Loss of pay details
- Leave data for payroll
Timesheet reports
These reports provide crucial data right from job and project completion, to productivity levels of employees or contract workers using time logs.
Reports under Timesheet:
- Time Logs
- Jobs status
- Projects status
- Logged hours for clients
- Employee logged hours
- Timesheet data for payroll
- Scheduled vs Worked hours
Performance reports
Performance reports offer a detailed look into performance aspects right from employee ratings to overall performance trends through tools such as the nine-box matrix.
Reports under Performance:
- Goals
- Employee skill sets
- Feedback on employee
- Continuous review
- Appraisal status
- Appraisal ratings
- Appraisal score
- Salary hike status
- Nine-box matrix
- Feedback on appraisal
- Appraisal ratings history
Compensation reports
Reports for the compensation service provide vital information about various aspects of employee compensation (salary).
Reports under Compensation:
- Salary distribution
- Current salary
- Employee compensation trends
- Salary history
- CTC components history
- Benefits history
- Salary revision history
LMS (Learning Management System) reports
Reports in LMS give you an overview of the training and learning initiatives by your trainers, and the engagement and the progress levels of your employees.
Reports under LMS:
- Course types
- Location wise courses
- Course categories
- Course ratings
- Course materials
- Trainer vs Course category
- Trainer ratings
- Location wise trainers
- Learner vs Course category
- Location wise learners
- Learner progress status
- Course wise progress
Cases reports
Reports in this section give you an understanding of how effectively queries are being managed including feedback on the experience from the employee.
Reports under Cases:
Files reports
Reports that give data on space usage for personal uploads and policy acknowledgement are a part of the files reports section.
Reports under Files:
Office Readiness reports
This section contains the daily premises report that can be used to view details on the current capacity of each premises in the organization.
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