Reporting and Insight
Generating reports using Insight
Creating a basic audit reportCreate a basic audit report in Insight to track changes to employee records, payroll, timesheets, and contract details.
Add a filter to an Insight reportApply filters to restrict report data, to help produce clearer and more meaningful results.
Portal: Enable access to InsightGrant the user access to Insight and assign them the appropriate permissions to view employee records.
Insight: Access to view, create and edit reportsMenu options required to view, create and edit reports in Insight
Insight: Reporting on UDFsReport view required to output user defined data associated with employees
Insight: Export data option not availableEnable or disable the option for a user to export report output to Excel, CSV, text or HTML formats.
Insight: Employees missing from a report with diversity or UDF fieldsReports that include diversity details (e.g. ethnic origin) or user-defined data (UDFs) fail to display all employees or applicants.
Insight: Exporting and importing a reportHow to copy a report between systems using Export Report and Import Report functions.
Insight: Report returning no dataAn Insight report displays column headings but does not return any employee records.
Insight: Exported file cannot be opened in Microsoft ExcelUnable to view an Excel file after exporting from a report.
Insight: Unable to access scheduled report from a linkUsers can't access their scheduled report using the link provided by email.
Insight: Report as a widget for managersCreate a report widget for managers to be placed on their own Manager Dashboard, only showing their own staff/team.
Insight: Organisational roles auditProduce an audit report to identify when changes to organisational roles, such as work group, were made, and who made them.
Insight: No data displaying in a UDF user defined reportThere is no data displaying in an Insight UDF user defined report
Insight icon not showing in navigation quick jumpReasons why the dashboard menu is not showing Insight.
Insight Report displaying Audit Information on removal of access in System User screenPortal users can be give access to view employee data in HR Admin/People Management using the Security Dashboard, Setup, System Users e.g. for Personnel Access.
Report on Social Onboarding ChecklistsHow to get a list of outstanding onboarding checklists?
How to provide Insight access in the back officeA staff member can view Insight reports, but when the refresh data button is clicked, no data populates.
Report on Salary ChangesIs it possible to report on salary changes? How can I check who and when created and approved a salary for an employee?
Bank Details Update notification sent when no update madeThe Bank Details Update notification was sent but there was no update on an employee's bank details.
An EMS report shows that Bank Details Update notifications were sent to employees…
Some fields are empty in interface fileSome of the fields are coming across as empty in an interfaced report.
The report seems to be working fine in Portal.
Insight: Employee not visible in reportEmployee is not showing in Insight Report.
Unable to report on employees that have started but are not yet on payroll