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      Custom Table Reports

      How do I create Custom Reports?

      Utilize tag categories and sort columns to view your Workforce or Jobs data in customizable Table Reports.

      Contents

      Workforce Table

      Workforce Custom Report

      Workforce Absence Report

      Workforce Certification Report

      Jobs Table

      Jobs Custom Report

      Jobs Work In Progress Report

      Related Material

      Saved Views

       

      Workforce Custom Report

      Navigate to the Workforce View on the left side

      Navigate to the Workforce Table View from the header menu

      Utilize the Sort & Filter Bar to customize the information displayed in your report

      Export the report in CSV or PDF format

      Export WF

      Tip: Utilize the Columns menu in the upper right to fine tune your report.

      Column 

       

      Note: You can click and drag columns in the table to rearrange them.

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      Workforce Absence Report

      Navigate to Workforce on the left side of the screen

      Navigate to the Workforce Table view from the header menu

      Click "Views" in the upper left to access the drop down

      Select "See absences" under Rivet Presets

      Export the report in CSV or PDF format

      Absence Report

      Tip: Utilize the Columns menu in the upper right to fine tune your report.

      Columns Absence

      Note: You can click and drag columns in the table to rearrange them.

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      Workforce Certification Report

      Navigate to Workforce on the left side of the screen

      Navigate to the Workforce Table view from the header menu

      Click "Views" in the upper left to access the drop down

      Select "See certifications" under Rivet Presets

      Export the report in CSV or PDF format

      Cert Table

      Tip: Utilize the Columns menu in the upper right to fine tune your report.

      Note: You can click and drag columns in the table to rearrange them.

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      Jobs Custom Report

      Navigate to Jobs on the left side of the screen

      Navigate to the Jobs Table view from the header menu

      Utilize the Sort & Filter Bar to customize the information displayed in your report

      Export the report in CSV or PDF format

      Custom Job Report

      Tip: Utilize the Columns menu in the upper right to fine tune your report.

      Note: You can click and drag columns in the table to rearrange them.

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      Jobs Work In Progress Report

      Navigate to Jobs on the left side of the screen

      Navigate to the Jobs Table view from the header menu

      Click "Views" in the upper left to access the drop down

      Select "See work in progress" under Rivet Presets

      Export the report in CSV or PDF format

      WIP Table

      Tip: Utilize the Columns menu in the upper right to fine tune your report.

      Note: You can click and drag columns in the table to rearrange them.

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