Creating a new view in uKnowva HRMS

Creating a new view on the report page in uKnowva HRMS allows you to customize how data is displayed and organized in your reports.

This feature is particularly useful for HR teams and admins who need to generate specific reports tailored to their requirements. Let’s break down the process step by step:

What is a "View"?

A view is a customized way of displaying data from your database. It’s like creating a virtual table that shows only the data you need, based on specific criteria or filters.
For example, you can create a view to show only employees who joined in the last 6 months or employees from a specific department.

Steps to Create a New View

1. Accessing the Create New View Interface

Go to the Report Page in uKnowva HRMS.

Click on the Create New View button.

You’ll see two tabs:

1. Create New View
2. Create from Existing View

Let’s explore each tab in detail.

2. Tab 1: Create New View

This tab allows you to create a completely new view from scratch.

Fields in this tab:

1. View Name:

Enter a unique name for your view. This name will help you identify the view later.
Example: “Employees_Joined_Last_6_Months.”

2. Enter Select Query:

This is where you write an SQL query to define what data should be included in the view.
SQL (Structured Query Language) is used to communicate with the database and fetch specific data.
Example Query:

sql

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

This query fetches all employees who joined in the last 6 months.

3. Update Existing View (Checkbox):

If you’re editing an existing view, check this box to overwrite it with the new query.
Leave it unchecked if you’re creating a brand-new view.

4. Save View Button:

Once you’ve entered the view name and SQL query, click Save View to create the view.

3. Tab 2: Create from Existing View

This tab allows you to create a new view by modifying an existing one.

It’s useful if you want to build on an already configured view.

Fields in this tab:

1. View Name:

Enter a unique name for your new view.
Example: “Employees_From_Finance_Department.”

2. Data Source:

This is a drop-down menu that lists all existing report views in the system.
Select the view you want to use as a base for your new view.
Example: Select “All_Employees” to start with a list of all employees.

3. Data Source Column:

After selecting a data source, this field allows you to pick specific columns (fields) from the existing view.
Example: Select columns like Employee Name, Department, and Joining Date.

4. Preview SQL Query:

This section shows the SQL query generated based on your selections.
Click the Click Here button to generate and preview the SQL query.
Example:

sql

SELECT employee_name, department, joining_date FROM All_Employees WHERE department = 'Finance';

This query fetches employees only from the Finance department.

5. Save View Button:

Once you’re satisfied with the preview, click Save View to create the new view.

Why Create a View?

Customized Reporting: Create views to display only the data you need, making reports more relevant and actionable.
Time-Saving: Instead of writing complex queries repeatedly, save them as views for quick access.
Data Filtering: Use views to filter data based on specific criteria, such as department, date range, or employee status.
Improved Clarity: Views help organize data in a way that’s easy to understand and analyze.

Example Use Cases

1. Employees Joined in the Last 6 Months:

Use the Create New View tab to write a query that fetches employees who joined recently.

2. Employees from a Specific Department:

Use the Create from Existing View tab to modify the “All_Employees” view and filter by department.

3. Pending Leave Requests:

Create a view to show all pending leave requests for quick approval.

If you have any questions or need additional support, feel free to contact us at helpdesk@uknowva.com.