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Reporting on Verifications

Courtney Ayerst
Updated
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This Guide shows you how to report on Verifications using the Verification Time Taken table. A Report Designer Licence is required to build this report.

Contents

Introduction

Where records require approval by a Manager and/or HR you can view them on screen via:

  • Go to the following area
    • Latest (left-hand) menu: Approvals > Verification
    • Pre 2025 (top) menu: Management > Verifications

System Administrators can also view more data via:

  • Latest (left-hand) menu: Reporting > Specialist Reports > Verification Audit
  • Pre 2025 (top) menu: System > Security > Verification Audit

This has an Export option, but if you wish to build a more customised report, or one that is available to users without a System Administrator Licence (such as managers), you can build this via Report Designer (licence required).

Note: For more information on Verification and Verification Audit please refer to the related help guides.


To build a verification report

The Verification Time Taken table can provide summary data and can also be linked to the relevant page tables to be able to report on Verification details from each area.

  • Go to the following area:
    • Latest (left-hand) menu: Reporting > Report Admin > Report Designer
    • Pre 2025 (top) menu: Reports > Report Admin > Report Designer

You will need a Report Designer Licence to access this page.

  • Click Insert New Record > Design a New Report.
  • Select Verification Time Taken as the Master Table. In addition to the Personal Details tables, a number of Verification Page linked tables will appear in the list below so you can select the fields for your report.


Linking one Verification Table

Adding fields from one linked Verification Table will display the fields as columns in the Base Data.

Tip: When linking the Personal Details tables, the Creator table will show the details of who made the change, and the Employee table will show who the record relates to. The columns can be renamed in your report like the example below:

  • Column 1 renamed to ‘Changes made by’ = Personal Details (Creator): Name
  • Column 2 renamed to ‘Employee Record’ = Personal Details (Employee): Name


Linking multiple Verification Tables

Adding fields from multiple linked Verification Tables will split the fields across multiple worksheets in the same manner as adding Additional Tables. You will need to use formulae such as VLOOKUP and IFERROR using the Verification ID field (add the field from the master table and each linked table) if you wish to pull in specific data to the Base Data relating to Verifications.

Therefore, if you require detailed Verification Reports for each area, you may find it simpler to create separate Reports linked to one Verification Table for each area (Absence, Job and Pay etc).

Note: For more information on Reports please refer to the related help guide.

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