Custom Reports

Build and generate custom HR reports with flexible filters and formats.

Path: Admin → HRM → Custom Reports URL: admin/hrm/custom_reports Permission: HRM View

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Overview

The Custom Reports module allows you to:

• Select a report type
• Choose output format (HTML or CSV)
• Generate the report on demand
• View results inline (HTML) or download (CSV)

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User Flow

1. Go to HRM → Custom Reports
2. Select Report Type from dropdown:
   • Staff List – All staff
   • Staff by Department – Staff grouped by department
   • Staff by Position – Staff grouped by job position
   • Contracts Summary – Contract overview
   • Training Summary – Training records summary
3. Select Format:
   • HTML – Display in page
   • CSV – Download as CSV file
4. Click Generate
5. For HTML: results appear on the page
6. For CSV: new tab opens with file download

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Report Types

Report Type	Description
Staff List	Full list of staff with key fields
Staff by Department	Staff grouped by department
Staff by Position	Staff grouped by job position
Contracts Summary	Contract counts, types, status
Training Summary	Training records by staff/type

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Related

• HR Reports – Built-in reports
• Staff Management
• Contracts
• Training