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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

      Workforce Table - Group By

      Jobs Table

      Jobs Custom Report

      Jobs Work In Progress Report

      Jobs Table - Group By

      Related Material

      Saved Views

      Workforce Custom Report

      1. Navigate to the Workforce Table View on the left side
      2. Utilize the Sort & Filter Bar to customize the information displayed in your report
      3. Export the report in CSV or PDF format

      🏆 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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      Workforce Absence Report

      1. Navigate to Workforce Table using the left side navigation
      2. Click "Views" in the upper left to access the drop down
      3. Select "See absences" under Rivet Presets
      4. Export the report in CSV format

      💡 Note: To change the date range on each/every column click the header of a column and select the start/end dates of the report.

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

       

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      Workforce Certification Report

      1. Navigate to the Workforce Table from the left side navigation
      2. Click "Views" in the upper left to access the drop down
      3. Select "See certifications" under Rivet Presets
      4. Export the report in CSV or PDF format

      💡 Note: A yellow icon next to a certification means it expires in the next 14 days. A red icon next to a certification means it's expiration date is in the past. 

      Screenshot 2025-08-14 at 3.24.59 PM

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

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      Workforce Table - Group By

       

       

       

       

       

       

      Jobs Custom Report

      1. Navigate to the Jobs Table view using the left side navigation
      2. Utilize the Sort & Filter Bar to customize the information displayed in your report
      3. Export the report in CSV or PDF format

      🏆 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

      1. Navigate to the Jobs Table from the left side navigation
      2. Click "Views" in the upper left to access the drop down
      3. Select "See work in progress" under Rivet Presets
      4. Export the report in CSV or PDF format

       

      🏆 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.

      Jobs Table - Group By 

      1. Navigate to "Group By" in the top right corner of the table
      2. Click the drop down and select the column you would like to group the table by. This column will now be on the left of the table. 

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