Introduction

Creating custom reports in uKnowva HRMS starts with designing a custom data source, also referred to as a “view.”

A data source or view is essentially an SQL query that fetches specific data from the system’s database according to your requirements.

These custom views help HR teams, administrators, and decision-makers build targeted reports without having to filter the data repeatedly.

Whether you're looking to analyze employee trends, department-wise distribution, or recent joiners, custom views allow you to extract exactly the data you need.

Let’s walk through the detailed process of how to create one.

Step 1: Accessing the Create New View Interface

Begin by navigating to the Reports section. If you need help accessing this section, refer to this guide: Accessing, Searching, and Viewing Existing Reports in uKnowva HRMS.

Once you're on the Reports page, locate the Create New View button.

Clicking this button opens the interface for building a custom view, where you’ll find two tabs: Create New View and Create from Existing View.

You can choose either based on whether you want to start from scratch or modify an existing view.

Step 2: Using the “Create New View” Tab

If you want to build a completely new view without relying on any existing templates, the Create New View tab is the right place to start.

First, enter a meaningful and unique name for your view. This name helps you easily identify and manage your data source later.

For example, you could name it Employees_Joined_Last_6_Months to represent a view focused on recent hires.

Next, input your Select Query in the designated field. This SQL query will define the structure and the filters for your data.

For example, to display employees who joined in the last six months, you can write:

SELECT * FROM employees WHERE joining_date >= DATE_SUB(CURDATE(), INTERVAL 6 MONTH);

If you’re planning to update an existing view with this new query, check the Update Existing View checkbox. If this is a fresh entry, simply leave it unchecked.

Once the view name and query are set, click on the Save View button to complete the creation process. Your new data source will now be available for generating custom reports.

Step 3: Using the “Create from Existing View” Tab

If you'd like to base your new data source on an existing one, the Create from Existing View tab offers a convenient starting point.

Begin by giving your new view a unique name—for instance, Employees_From_Finance_Department.

Then, choose a Data Source from the dropdown menu.

This menu lists all previously created views available in your system. Select the one you’d like to modify, such as All_Employees.

After selecting the data source, you'll be able to choose specific columns from it in the Data Source Column section.

For example, you might select Employee Name, Department, and Joining Date if you're focusing on department-based reporting.

To preview how your view will behave, click the Click Here button to generate and view the SQL query.

For example, a query may look like this:

If the previewed query looks good and meets your requirements, click the Save View button to finalize your new custom view.

Why Creating a View Matters

Creating custom views in uKnowva HRMS provides immense flexibility and clarity when managing data.

You can tailor your reports to meet specific business goals, whether it's monitoring headcount changes, analyzing attrition, or tracking department-wise performance.

Once saved, views eliminate the need to write repetitive queries every time you need a report.

Instead, you can quickly generate meaningful insights by pulling data from your saved, pre-filtered views.

Conclusion

That’s it!

You’ve now successfully created a custom data source—or view—in uKnowva HRMS.

By following this process, you can build precise and targeted reports tailored to your organization’s needs.

Whether you’re creating views from scratch or modifying existing ones, this feature empowers HR teams and administrators with accurate, real-time data for better decision-making.

If you have any questions or need additional support, feel free to contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..