HR platform: Building a management notes report


The outcome of this project is that you will have built a management notes report. Before being able to use the Custom Reports feature, Two Factor Authentication needs activating. To read details on how to activate Two Factor Authentication, refer to the following article.


HR Plan:   Free   Standard   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.


You can use the Custom Report feature to construct a report that shows all the management notes left against an employees' personnel file by their manager. 

Build a management notes report
  1. Click the   Reports main menu.
  2. Click the Custom Report submenu.
  3. Click the Create New Report button.
  4. Enter the title Management Notes Report into the Name field.
  5. Add a description of what this report will cover in the Description field.
  6. Select whether to include or exclude terminated employees within this report.
  7. Select the Management Notes report type from the Report Type drop-down.
  8. Click the Create button.

    Helpful Hint

    You will now see your management notes report on your screen. To read more information on how to edit, download, and delete a custom report, refer to the following article.


Author recommended

So you have now built a management notes report and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

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