Learn how to create, configure, filter, edit, and export reports in Simployer One.
Who can access Reports in Simployer One?
Users with the Owner system role have access to Reports by default.
Other users can create, view, edit, and download reports if they are assigned a custom role that includes permission to access Reports.
To open Reports, go to Insights > Reports.
What can I do on the Reports page?
On Insights > Reports, you can:
Create custom reports
Open your saved reports
Edit existing reports
Filter report data
Export reports as Excel (.xlsx) or CSV
Reuse saved reports to export updated data without creating the report again
Who can see reports in Simployer One
Owners and users with access to reports can see all reports.
What report types are available in Simployer One?
When you create a report, choose the report type that matches the data you want to export:
Colleague: Creates one row for each colleague
Time off: Creates one row for each time off request
Time reporting: Creates one row for each timesheet entry
Remote work: Creates rows based on remote work registrations
Compensation: Creates rows containing compensation information
The report type determines which data and columns are available when you configure the report.
How do I create a report in Simployer One?
To create a custom report:
Go to Insights > Reports.
Select New report.
Choose the report type.
Select Next.
Enter the report Name and Description.
Enable Include archived colleagues? if you want the report to include archived colleagues.
Select Next.
Select the columns you want to include.
Continue to Column ordering and arrange the columns in the preferred order.
Select Next to create the report.
The report is then created and displays the selected data.
How do I choose and order columns in a report?
When you create a report, select the fields you want to include.
Each selected field becomes a column in the report.
After selecting the columns, continue to Column ordering and arrange them in the preferred order before selecting Next.
The order you choose determines how the columns appear in the report.
How do I include archived colleagues in a report?
You can choose whether archived colleagues should be included when you create the report.
In Report details, enable Include archived colleagues? before selecting Next.
If the option is not enabled, archived colleagues are excluded from the report.
How do I filter a report in Simployer One?
You can add filters after the report has been created.
Open the report.
In Filters, select the report column you want to filter.
Select the comparison operator, such as is equal to.
Enter or select the value you want to filter by.
Select Add filter.
The available columns, comparison operators, and values depend on the report and its data.
For example, you can select a column such as Bank - Name, choose is equal to, enter the value, and then select Add filter.
Are report filters saved?
Yes. Filters applied to a saved report are saved with the report.
When you open the report again, you can reuse the saved configuration instead of creating the report and filters again.
How do I edit a saved report?
To change an existing report:
Go to Insights > Reports.
Open the report.
Select Edit.
Update the report configuration.
Save your changes.
You can update the report configuration, including details such as the report name, description, selected columns, and column order.
Filters can be managed from the report after it has been created.
How do I export a report?
To export an existing report:
Open the report.
Select Export.
Choose the available export format:
Excel (.xlsx)
CSV
Select Export.
You can also download a saved report from the Reports overview where the Download option is available.
What are Template reports?
The Template reports tab contains predefined reports for Norwegian statutory reporting.
Available template reports include:
Norwegian Sick Leave Report
Norwegian SSB Report
Norwegian Sick Leave Breakdown
These template reports already contain the required columns, calculations, and report structure for their specific reporting purpose.
Use the Reports tab when you want to create your own report or export selected HR data.
For instructions for a specific Norwegian template report, see the related article for that report.
FAQs
Can I edit a report after creating it?
Yes. Open the report and select Edit to change its configuration.
Can I reorder report columns?
Yes. You can arrange the selected columns during Column ordering before the report is created.
Are report filters saved?
Yes. Filters applied to a saved report are retained so you can reuse the report later.
Can I include archived colleagues?
Yes. Enable Include archived colleagues? in Report details when creating the report.
Which file formats can I export?
You can export reports as:
Excel (.xlsx)
CSV
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