How To Create A Custom Record Report using Ad-Hoc Reporting

Ad-hoc reports are a tool in TribeHR, that you can use to create customized reports.

  • To create a custom record report using the ad-hoc reporting tool, navigate to Reports tab and go to Ad-Hoc Reports. Here you will find the ad-hoc reports you have set up previously (if any).
  • To create a new report, click on New Report.

  • From the drop down menu, select the record you wish to pull from, for this report we are going to pull from CustomFieldRecord.
  • Click Continue to move to go the next screen. 

  • In the Choose Your Content section, choose the columns you wish to view in the report, for this report the most useful columns are; Custom Field Record > Content, Custom Field > Id, Custom Field > Name and User > Username. 
  • Click Next Step, to move to the next screen. 

  • In the filter results screen, you can filter the results depending on the parameters you select. Click Add a New Filter to create a new filter. 
  • Some useful filter for the Custom Record Report is the following:
    • You can run a report that pulls back just a particular custom field, each custom field has its own unique custom ID number, you can discover this number by running the report without any filters and then seeing what number corresponds to the custom field you wish to report on. 
    • To report on a a specific custom field, select Custom Field > Id - equal to - unique custom ID number of custom field you wish to report on.
  • Using the radio buttons you can select if you want the report to filter records that match all of the criteria or filter records that match any of the criteria.
  • Click Next Step, to move to the next section.

  • In the Sort Results screen, select the columns you wish to sort the report by. For this report the most useful would be Custom Field > Name and then by User > Username.
  • Click Next Step to move to the next screen.

  • In the Choose Output screen, create a Report Name, choose if you want a line to display the total number of records, select your Output format (HTML or Excel) and choose your Style (Simple or Styled).
  • Click Preview Report, to view a preview of your report, if you need to edit anything further you can use the previous step button to go through the previous screens and edit your report.
  • Once you are satisfied with your report, click Save Report. This will save it to your Ad-Hoc Reports library, so you can access it whenever you wish.

  • Once you save this report, it can be accessed at any time, by navigating to the Ad-Hoc reports screen. 
  • If you want to change anything, click on the gear and click edit request. (This is useful if you want to run the report using a different filter)
  • Using this gear you can also edit or delete this report.

Still have questions about creating a custom record report using the ad-hoc reporting tool? Submit a help request and the TribeHR support team will be happy to help!

Have more questions? Submit a request

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