In Talenta, there is a Report Builder which is a feature that can assist management in making reports according to their individual needs. The report is obtained based on raw data provided by Talenta.
There is also access to email Report Builder directly to your email inbox. This access can be made by users with Super Admin/Default and Custom Admin roles with access to certain data. With this feature, you can download and get the Report Builder email regularly based on a schedule that you can adjust.
You can easily arrange what data will be displayed in the table and also filter it directly, then download it in .xslx or .csv format. Before delving into this guide, take a quick look at the basic report builder here.
Important
Make sure your company has Active status on Talenta to use the Scheduled Email Report Builder feature.
Here is a guide on how to create a Report builder:
- Open the Companies menu.
- Select "Report Builder".
- Click "Create report", then Create basic report to start compiling the report.
- Then, you will be directed to the Create Report page as follows. You can fill in the basic report info section first.
Information:
No. Column name Description 1 name Provide a report name here.
Make sure the report name is unique and not duplicated.
2 Description Provide a report description here. 3 type Choose your report type:
- Latest update report: Report with the most updated data type.
- Daily Report: Report with the daily data type.
- Monthly Report: Report with the monthly data type.
In each type of report, the fields that will be available are different. See the complete list of available fields here.
A. Create a Report Builder with the Latest update report type
- If you choose a report builder with the Latest update report type, then the information that you can include will look like the following.
Information:
No. Column/button names Description 1 Fields category Choose a category of fields based on: - Personal: Contains the employee's personal information field options.
- Payroll Information: Contains the employee payroll information field options.
- Employment: Contains the choice of employee employment information fields.
- Custom Field: Contains options for custom employee information fields.
- Education: Contains the choice of employee education information fields.
2 Checkbox fields You can tick one by one based on the category you previously selected. Specify the fields you want to display on the report. 3 Search bar fields You can use the search bar to search for fields. 4 Select all Select this to check all fields. 5 Drag up/down button Click this icon to scroll through the selected fields. 6 Delete fields Click this to delete the selected field. 7 Clear all Click this to clear all selected fields. - Then, define the filter that you want to set in your report.
Information:
No. Column/button names Description 1 type filters Choose based on filter type (max. 3 filters). The available filter types correspond to the category of fields you select in the Select info you want to see in the reports section.
See the complete list of available fields here.
2 Select options If you have determined the type of filter, then select the filter option available here. If no filter type is selected, this option is not available. 3 Delete Click to remove the filter option. If no filter type is selected, this option is not available. 4 Add filters Click to add filters. - Make a choice of the file format you want to download and schedule the following report settings.
Information:
No. Column/button names Description 1 Select format Choose the report format in .xlsx (Excel) or CSV. 2 Select your report schedule Choose your report schedule. Not scheduled for not scheduled and Daily for daily.
This option is only available for the latest update report type.
3 Cancel/Save as template Select Cancel to cancel the preparation of the report builder template or save it by clicking "Save as template". - Then, the following pop-up appears. You can see the table review that will be created by the report builder. Then, click “Confirm & download” to approve and download the report directly or “Confirm” to approve the report builder template and save it in the list of report builders.
If you select "Confirm & download", you can choose to return to the main report builder page by clicking Back to report builder or go directly to the inbox to download the report by clicking "Check inbox".
Then, select the inbox that says "Download Report Builder" then click Download File. - The following is an example of how the downloaded file looks.
B. Create a Report Builder with the Daily Report Type
- If you choose a report builder with the Latest Daily report type, then the information that you can include will look like the following.
Information:
No. Column/button names Description 1 Fields category Choose a category of fields based on: - Personal: Contains the employee's personal information field options.
- Attendance: Contains options for employee attendance information fields. This option is only available for reports for the last 6 (six) months.
- Payroll Information: Contains the employee payroll information field options.
- Employment: Contains the choice of employee employment information fields.
- Custom Field: Contains options for custom employee information fields.
- Time Off Request: Contains information field options for submitting employee leave.
- Reimbursement Request: Contains information field options for submitting employee reimbursement.
There are new fields available in this category, namely Total Reimbursement Request Amount and Total Reimbursement Paid Amount.
- Overtime Request: Contains information field options for submitting employee overtime.
Specifically for the Request field category (Time Off/Reimbursement/or Overtime Request), you can only choose one.
2 Checkbox fields You can tick one by one based on the category you previously selected. Specify the fields you want to display on the report. 3 Search bar fields You can use the search bar to search for fields. 4 Select all Select this to check all fields. 5 Drag up/down button Click this icon to scroll through the selected fields. 6 Delete fields Click this to delete the selected field. 7 Clear all Click this to clear all selected fields. - Then, define the filter that you want to set in your report.
Information:
No. Column/button names Description 1 type filters Choose based on filter type (max. 3 filters). The available filter types correspond to the category of fields you select in the Select info you want to see in the reports section.
See the complete list of available fields here.
2 Select options If you have determined the type of filter, then select the filter option available here. If no filter type is selected, this option is not available. 3 Delete Click to remove the filter option. If no filter type is selected, this option is not available. 4 Add filters Click to add filters. - Select the file format you want to download. Then, click "Save as template".
- Then, the following pop-up appears. You can see the table review that will be created by the report builder. Then, click “Confirm & download” to approve and download the report directly or “Confirm” to approve the report builder template and save it in the list of report builders.
If you select "Confirm & download", you can choose to return to the main report builder page by clicking Back to report builder or go directly to the inbox to download the report by clicking "Check inbox".
Then, select the inbox that says "Download Report Builder" then click Download File.
- The following is an example of how the downloaded file looks.
C. Create a Report Builder with Monthly Report Type
- If you choose a report builder with the Latest Monthly report type, then the information you can include will look like the following.
Information:
No. Column/button names Description 1 Fields category Choose a category of fields based on: - Personal: Contains the employee's personal information field options.
- Payroll Information: Contains the employee payroll information field options.
- Employment: Contains the choice of employee employment information fields.
- Payroll Transaction: Contains the choice of employee payroll transaction information fields.
- Custom Field: Contains options for custom employee information fields.
- Tax Detail: Contains the choice of employee tax detail information fields.
2 Checkbox fields You can tick one by one based on the category you previously selected. Specify the fields you want to display on the report. 3 Search bar fields You can use the search bar to search for fields. 4 Select all Select this to check all fields. 5 Drag up/down button Click this icon to scroll through the selected fields. 6 Delete fields Click this to delete the selected field. 7 Clear all Click this to clear all selected fields. - Then, define the filter that you want to set in your report.
Information:
No. Column/button names Description 1 type filters Choose based on filter type (max. 3 filters). The available filter types correspond to the category of fields you select in the Select info you want to see in the reports section.
See the complete list of available fields here.
2 Select options If you have determined the type of filter, then select the filter option available here. If no filter type is selected, this option is not available. 3 Delete Click to remove the filter option. If no filter type is selected, this option is not available. 4 Add filters Click to add filters. - Select the file format you want to download. Then, click "Save as template".
- Then, the following pop-up appears. You can see the table review that will be created by the report builder. Then, click “Confirm & download” to approve and download the report directly or “Confirm” to approve the report builder template and save it in the list of report builders.
If you select "Confirm & download", you can choose to return to the main report builder page by clicking Back to report builder or go directly to the inbox to download the report by clicking "Check inbox".
Then, select the inbox that says "Download Report Builder" then click Download File. - The following is an example of how the downloaded file looks.
This is a guide on how to create a Basic report builder. After learning about this guidebook, learn about pivot report builder here.
