Reports in uKnowva HRMS provide an efficient way to analyze and manage data.
Authorized users can access reports, create new reports, and organize them into different categories.
The system offers various options to filter, categorize, and structure reports, ensuring that users can generate insightful data representations as per their needs.
Accessing report page
To access reports, navigate to the Reports submenu from the left-side panel, which will open the reports interface.
This section contains a list of reports that have been created by default.
Adding new reports
To add a new report, locate the Add New Report button at the top-right corner of the screen.
Clicking on this button opens a new interface where you can create a report by filling in essential details.
In this interface, users must enter a Title and Report Description to define the purpose and details of the report.
The Report Category can be selected from a drop-down list to classify the report appropriately. Additionally, users can filter data by specifying keywords in the Filter By field.
The Access Group and Exclude User Group fields allow users to control which groups can view or are restricted from accessing the report.
Configuring report settings
Additional settings can be accessed by clicking on the Settings button.
These settings include options to group data, decrypt columns, define custom clauses, and specify reports data modeling.
To customize the Reports Data Modeling, click the "Click here" button.
A pop-up will open like the one shown below.
In the Data Modeling section, you can adjust fields such as Column, Data Type, Headers, and Row Number. You can also add or remove rows by clicking either on the + button or the bin icon as needed.
The interface also includes a toggle for displaying table input data in multiple rows and filtering results based on specific criteria.
Go back to the settings on the Reports page.
Find the Deploy as API toggle button here.
If you need the report to be available as an API, toggle this switch to "Yes."
This will generate an API token and URL for the report, allowing it to be accessed externally.
The settings also allow you to:
- Schedule the report for automatic delivery
- Toggle sending reports to individual users
- Choose the layout format for PDF reports
- Customize PDF by clicking Click Here button under Customize PDF option
You can schedule a report by email and SFTP, to learn more about email scheduling click here, and to learn about SFTP scheduling click here.
Another important button is the one that allows you to "Pin" the report to the "Most Used" section. To do so, you need to toggle this button to Yes.
Once the necessary fields are selected, you can save your report by clicking on the Submit button.
That’s it!
You’ve now learned how to create and configure new reports in your uKnowva HRMS instance.
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. .