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Custom tables and reports

  • March 31, 2023
  • 3 replies
  • 764 views
A
  • Anonymous

Custom tables are multi records type without a supported effective date.

This allows you to add as many records as you wish with no further validation, the same as our OOTB “dependents” table.

Due to this case, in most general reports (changes, PIT and more) we cannot pull the most effective data therefore not be able to use this table in the reports. 

Each table, custom or not, has a designated report automatically generated with the same name in the "Employee data" template folder.

Also note that the custom table report will only populate with EEs that have at least one column with data within the custom table. If an employee has a blank table, it will not show in the report.

    3 replies

    R

    @Customer Experience Team,

    I need help building a custom monthly report for my entire company. I am struggling trying to build this. This is the data our CEO and Managing Director are asking for:

     

    Can you help me???

     

    Thanks!

    T
    Bobber

    Hi, @Ryan Brandt.

    Sorry this got missed; how are you getting on? I would suggest referring to our Help Center articles about dashboard/report building, plus checking the community and going as far as reaching out to your CSM or Support for help.

    Visit the events page to sign up for community webinars!
    N
    • Nick Ford
    • April 29, 2024

    Was looking into reporting on table data and found this!

    The automatic report generation is useful as most of these templates can be built on to create the report you need.

    The one issue I have found is with pulling active table data from the Employment table. The template for this one is “Employment History” which pulls each record in the employment table instead of only the active record. This has created a challenge with pulling reports with current employment information. 

     

    In my case, I’m in the US and needed to filter a report between Exempt and Non-Exempt employees, which is data we keep in the Employment table as this status is dependent on your role.


    Being able to use table data in reports (as well as pull data into eSign Templates and Tasks) would make things like this much simpler.

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