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Reporting on Headcount

Tiffany
Updated
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This guide will show you how to create a headcount report based on the current staff in each of your departments.

🎥Bitesize videos available

For detailed guidance on Report Designer, and many others, check out Ciphr Academy.

⚠ Important: To ensure access via SSO please log in to the Academy via your HR system first.

Once logged in, you can access the videos here: Ciphr Academy – Bitesize Videos.

 

Contents

 

Building the report

  • Go to Reporting/Reports > Report Admin > Report Designer and select Insert New Record, and select Design a New Report

Follow these steps along each page of the wizard workflow:

  1. Design a New Report
  2. Select Personal Details as the Master Table on the left-hand side of your screen, and insert the fields listed in the table below
Note: Once you have selected Personal Details as your Master Table, do not change it. The other tables you will need can be found at the bottom of the list on the left-hand side.
Note: 'Department' (OrgUnit1) may be called something different in your system, as this is a configurable field.

3. Nothing to enter for this stage - Click Next

4. Do not include an additional table

5. Include a standard set of current staff

6. Do not include a filter form

7. Finish your report by including a title, description and selecting a report group

 

Creating a pivot table report in Excel

  • The downloaded Excel document will have 3 worksheets included. Use the first worksheet called Report to create a Pivot Table
  • Once you have enabled editing on your Excel document, you can click into the Pivot Table square to begin including your fields
  • Drag the fields for your Pivot Table Field List to be appropriate boxes at the bottom. You can follow the images below to see a report based on headcount by department
  • Change the calculation of the Value field by going to Value Field Settings and changing the selected field from Sum to Count
  • In Design > Report Layout, take the option Show in Tabular Form
  • Relabel the total column as Headcount
Note: You may want to save any changes to the presentation of the report using the check in feature to save the formatting into the report template in HR.

 

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