Reports in Zoho People

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 on the bottom-left of any screen. Reports are primarily classified into My Reports, Team Reports, and Organization Reports, with varied data scopes. Within each of these pages, reports are further classified by the service they belong to. You can use the search bar to quickly search for a report by name. The star icon can be used to mark a report as a favorite; doing so will list it at the very top. 



Info
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 here. 


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:
  1. Dashboard
  2. Headcount
  3. Employee addition trend
  4. Employee attrition trend
  5. Diversity
  6. Distribution
  7. Experience wise exit
  8. Career History
  9. 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:
  1. Daily attendance status
  2. Early/late check-in and check-out
  3. Employee present/absent status
  4. Presence hours break-up
  5. Attendance data for payroll
  6. Muster roll
  7. 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:
  1. Daily leave status
  2. Resource availability
  3. Employee leave balance
  4. Leave booked and balance
  5. Leave type wise summary
  6. Bradford score
  7. Leave encashment details
  8. Loss of pay details
  9. 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:
  1. Time Logs
  2. Jobs status
  3. Projects status
  4. Logged hours for clients
  5. Employee logged hours
  6. Timesheet data for payroll
  7. 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:
  1. Goals
  2. Employee skill sets
  3. Feedback on employee
  4. Continuous review (score, average, summary) [WIP]
  5. Appraisal status
  6. Appraisal ratings
  7. Appraisal score
  8. Salary hike status [WIP]
  9. Nine-box matrix
  10. Feedback on appraisal
  11. Appraisal ratings 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:
  1. Course types
  2. Location wise courses
  3. Course categories
  4. Course ratings
  5. Course materials
  6. Trainer vs Course category
  7. Trainer ratings
  8. Location wise trainers
  9. Learner vs Course category
  10. Location wise learners
  11. Learner progress status
  12. 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:
  1. Request vs Closed
  2. Overall status
  3. Requested vs Escalated
  4. Feedback

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:
  1. Personal uploads
  2. Acknowledgement receipts

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.
  1. Daily premises capacity



    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Encrypted Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Employee Attendance

                                                                                                                The attendance feature in Zoho People gives an employee real-time information about their check-in and check-out details. An employee can check in to work conveniently via web check-in and mobile check-in (based on permissions), doing away with the ...
                                                                                                              • Attendance Reports

                                                                                                                To access the various Attendance Reports, navigate to Reports on the bottom left corner of your screen and go to the Organization Reports tab. Here is a detailed look of all the Attendance Reports in Zoho People: Daily attendance status The daily ...
                                                                                                              • Office Readiness Reports

                                                                                                                To access the office readiness reports navigate to Reports on the bottom left corner and select Daily premises capacity report under Office Readiness in the Organization Reports tab. Daily premises capacity report The daily premises capacity report ...
                                                                                                              • Zoho People 5.0 Administrator Guide

                                                                                                                What is Zoho People 5.0? Zoho People is a comprehensive cloud-based HR software that aims to streamline HR processes, enhance employee engagement, and improve workforce productivity. With this refreshing new version, Zoho People further aims to ...
                                                                                                              • Timesheet Reports

                                                                                                                To access the various timesheet reports, navigate to Reports on the bottom left corner of your screen and go to the Organization Reports tab. Here is a detailed look at all the reports that are part of Timesheet in Zoho People: Time Logs This report ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources