Introduction
In uKnowva HRMS, generating the right reports at the right time is essential for insightful decision-making.
To support this, the platform allows users to create custom views on the report page.
A "view" helps HR teams and administrators define and filter exactly what data should be displayed, helping them organize, analyze, and act on relevant information.
Whether you're tracking recent joiners, analyzing departmental trends, or filtering leave requests, creating a custom view tailors the report experience to your needs.
This article walks you through the complete process of creating a new view, either from scratch or by modifying an existing one.
Step 1: Accessing the Interface to Create a New View
To begin, navigate to the Report section in your uKnowva HRMS instance from the side navigation panel.
Here, you’ll find a button labeled Create New View. Click on it to launch the interface where you can create a new view.
This page opens with two tabs—Create New View and Create from Existing View.
Each tab offers a different way of building views depending on whether you want to start fresh or build upon a pre-existing report configuration.
Step 2: Creating a New View from Scratch
Under the Create New View tab, you can define a completely new structure using a custom SQL query.
Start by entering a meaningful View Name that reflects the purpose of the report—for instance, “Employees_Joined_Last_6_Months.”
This name will help you easily identify and access this view later. Then, proceed to the Enter Select Query field.
Here, you will write an SQL query that specifies what data should be retrieved from the system.
For example, if you want to view all employees who joined in the last six months, your query might look like:
SELECT * FROM employees WHERE joining_date >= DATE_SUB(CURDATE(), INTERVAL 6 MONTH);
This instructs the system to pull data only for employees who joined within that timeframe.
If you’re updating an existing view instead of creating a new one, you can check the Update Existing View checkbox to overwrite the existing configuration.
Once your query is ready, click on the Save View button to finalize and create your new custom view.
Step 3: Creating a View from an Existing Configuration
If you prefer to build a new view based on an existing one, switch to the Create from Existing View tab.
This option is especially useful when you want to apply minor changes to a broader data set.
Begin by entering a View Name that indicates the modified focus of the report, such as “Employees_From_Finance_Department.”
Next, select a Data Source from the drop-down menu. This source will be one of the preconfigured views already available in your system, such as “All_Employees.”
Once selected, you can refine your view by selecting specific columns in the Data Source Column field, such as Employee Name, Department, and Joining Date.
Click on the Click Here button to preview the generated SQL query based on your selections.
You’ll see something like:
SELECT employee_name, department, joining_date FROM All_Employees WHERE department = 'Finance';
If the result aligns with your reporting requirement, go ahead and click Save View to create the final output.
Step 4: Why Views Matter for HR Reporting
Creating views in uKnowva HRMS is not just about pulling data; it's about creating clarity.
Custom views allow HR teams to focus on what matters most by filtering unnecessary data and highlighting only what’s essential.
For instance, a view showing only new joiners in the past six months can help in onboarding planning.
Similarly, filtering views based on departments or employee status aids in targeted analysis.
By saving these queries as views, you also save time, reduce errors, and make data retrieval quicker in the future.
Step 5: Example Use Cases for Custom Views
Imagine a scenario where the HR team wants to quickly access a list of employees from the Finance department.
By modifying the "All_Employees" view under the Create from Existing View tab and filtering by department, they can instantly generate a view that only displays Finance employees.
In another case, a view can be created to list all pending leave requests so that the approving authority doesn’t have to search through the entire leave module.
Views are powerful tools for simplifying complex reporting needs, making data actionable at a glance.
Conclusion
That’s it!
You’ve now successfully created a custom report view in uKnowva HRMS.
By following this process, you ensure your data is organized in a way that supports faster decisions, better visibility, and tailored insights for HR operations.
Whether you’re building from scratch or modifying an existing structure, views help you retrieve exactly the data you need—no more, no less.
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..