This help guide will show you how to report on Additional Information.

Contents

• Introduction
• Creating a custom report
• Building a new report
• Finalising the look of the report 

Introduction

Additional Information is where non-standard information can be recorded in HR through the creation of categories of data. This guide details how to create a custom report on one category of Additional Information. In this example the category of “Company Property” is being used.

Creating a custom report

• First you need to identify the fields that have been used to create the Additional Information Category
• Go to the following area:
  • Latest (left-hand) menu: Personal > Personal Information Configuration > Additional Information Configuration
  • Pre-2025 (top) menu: System > System Administration > Additional Information Configuration
• Locate the category you wish to report on, this will display the fields configured within the category 

Make a note of the field names and headings used in the category – for this example

Building a new report

• To build the new report go to Reporting/Reports > Report Admin > Report Designer
• Follow these steps along each page of the wizard:
• Step 1 → Design a new report
• Step 2 →  Select Custom Data as the master table on the left-hand side of your screen and insert the fields listed in the table above using the information in the name Column
• Also add in Name from the Personal Details Table, your field selection will appear as shown:

• Step 3 → You do not need to select any data rules
• Step 4 → Do not include any additional tables
• Step 5 → Include a standard set of Current staff
• Step 6 → Select Use a filter form and select ‘Custom Data’ from the pick list, then select the Use a Saved Filter option and select the Create a new saved filter button

Within the new filter select Filtered Custom Data and select the Category of ‘Company Property’

• Click on the Save New Filter tab and Type ‘Company Property’ as the Filter Name

• Click Save, then close the Filter window, this returns you to the Filter tab. The name you gave to the filter will automatically appear as shown

• Step 7 → Finish your report by including a Title, Description and selecting a Report Group

Finalising the look of the report

• Finalising the look of the resultant Excel file is the final stage before the report is checked in, enabled and assigned to user role ready to use.
• The downloaded Excel document will have 3 worksheets, on the Base Data sheet amend the column headings to match those in the configuration of the Additional Information Category.
• Changing from this:

• To this:

• Use standard filtering functionality in Excel to only display those employees with a blank Date Returned

• Once the design of the report is completed, hide the Report Information and Report worksheets (if not used), then save and close the report
• It is important not to change the name of the report as Ciphr will be need it in the format it has created
• In HR click Check in and then use Browse to locate your report and then select Update