Customizing a Report in EquiView

Let's talk about report customization.

Rather than simply leveraging the quick search fields above, I want to customize this participant report to tell me about new associates hired last quarter, but only those who are hired in our Canadian office.

I'll start by clicking the advanced find tab here.

And because they were hired last quarter, we can assume that their employee status is active.

I need to add some more criteria though, right?

So ...

We definitely want to know about last quarter's hire date and we can say it's between ...

and last quarter would be, right ... October 1 to December 31.

But I know I want to run this report on a quarterly basis, so I really don't want to have to come in here every quarter and reset the date range. 

So, I can leverage—instead of the specific dates—I can leverage this little function capability ...

and I could say ...

the '1st of last fiscal quarter.' And I can 'function' again and say 'End of last fiscal quarter.'

Now, we have to talk about Canada, right?

So I'm going to add one more criteria and I'm going to say, 'Country equals ... Canada.'

Now this looks pretty good.

We need to make sure we're receiving the expected results, and this is where leveraging parentheses along with the 'And/Or' function in between each criteria can change the meaning of the report definition entirely.

Here's what I mean.

If I place my parentheses around the first criteria and the second criteria, what I'm saying is, 'I want to know about active employees in the last quarter.' 

And this is, right, this is the New Hires in the last quarter; and employees in Canada—whether or not they were hired in the last quarter. So, this is maybe—or we could say 'Or,' right? This is the 'And/Or' in between.

But this isn't exactly what I mean, so I'm going to change that. I'm going to remove the parentheses here ... and I'm going to move them down to this set that makes the most sense. So, now I'm saying, 'I would like to see active employees hired in the last quarter and the country is Canada.'

So hopefully this makes sense.

Moving down the screen, I can further customize the report to include only the information I need and nothing more.

In the 'Columns to Display,' I know the Social Security Number is not relevant. So, I'm going to move that off to the left.

And I'm going to move the...where is it?

The 'Hire Date,' since this report has to do with the employees hired last quarter, I want to move that up to be a little bit closer to the information that I'm looking for.

So, the 'Participant ID' and the 'Hire Date' are now where I need them to be in the report.

We can also leverage EquiView—if it was relevant, right? We could tell it which columns to total, which columns to group by, and which columns to sort by.

This looks good though, so I'm going to save it as a template.

And I'll give it a title. We'll call it 'Quarterly New Hires Canada.'

And I do want to share this report because it is for my HR partners.

So, I will put it into the 'HR Reports' folder. Now, if that folder wasn't appropriate, what I could always do is click the 'New' button and define a different folder—a custom folder instead. 

But I think the HR Reports is going to be fine, so I'm going to go ahead and save this report now the way it is.

And when I move down to the shared reports area, I'm still in the 'Activity Reports.' There's a 'Shared Reports' area down below, and now I can see the 'Quarterly New Hires Report for Canada' is ready and waiting to go here in the 'HR Reports' folder. 

I'll click on the 'Advanced Find' tab and we can see that all of the criteria that I defined previously is ready and waiting to go.

All I need to do is click 'Run Report.'

We'll cover how to schedule and deliver reports in the next video. 

For additional information, visit the Online Help Center here, or as always, contact SPS Client Services team for additional guidance.