HR (HRM)

HR reports

Ready-made people, time, cost, payroll and compliance reports. Filter them, download them as CSV, Excel or PDF, or have them emailed on a schedule.

Contents: Who can use it · The catalogue · Filters · Step-by-step · Privacy rules · Example · FAQ

Who can use it

Staff with the HR reports permissions (list and show to open the catalogue, export to download). Each report also needs its own permission, so the catalogue shows only the reports you may open:

Report	Also needs
Headcount, New joiners and leavers	Headcount report permission
Attrition	Attrition report permission
Absenteeism, Leave liability	Absenteeism report permission
Payroll cost	Payroll cost report permission and access to compensation data
Diversity	Diversity report permission
Attendance	Attendance summary permission
Contracts	Contracts list permission
Payroll register, Payroll summary	Permission to open payroll runs
Bank file reconciliation	Permission to list bank files (payout batches)
Utilization, Project hours	Timesheets or projects list permission

Downloads need the report's export permission. Emailing a report on a schedule needs the report schedule permission.

Where: HR → HR reports, or the HR reports card in the main Reports hub (people area).

The catalogue

The Reports page groups reports by what they are about. Each card shows the title, a short description and how many columns you will see. Click a card or Open.

Group	Report	What it shows
People	Headcount	Active people by group, today or as of a past day
People	Attrition	Leavers against the average headcount: headcount at start and end, leavers, attrition rate
People	New joiners and leavers	Each person who joined or left in the period, with dates
Time and attendance	Attendance	Per person: present, absent, leave, late, short leave, working hours, attendance rate
Time and attendance	Absenteeism	Absent days against days due, with leave days and the absenteeism rate
Time and attendance	Leave liability	Unused paid leave in days and money
Time and attendance	Utilization	Hours logged in approved timesheets, billable share and use of capacity
Time and attendance	Project hours	Hours, billable hours, budget used and billable amount per project
Contracts	Contracts	Contracts by status and end date, with days left
Cost	Payroll cost	Gross pay, employer contribution, net pay and total cost
Compliance	Diversity	Active people by gender, age band and length of service
Payroll	Payroll register	Every person paid in the period, run by run
Payroll	Payroll summary	One line per payroll run: people paid, pay, deductions, net
Payroll	Bank file reconciliation	Run total against bank file total, with people left out

Filters

Each report shows only the filters it uses. Reset clears them.

Filter	Meaning
Group by	Department (default), Legal entity, Branch or Worker type
Legal entity, Branch, Department, Worker type	Narrow to one; All by default
Status	Contracts: contract status (active by default). Payroll cost: Approved and later runs (default) or Every run, drafts included
As of	Headcount and Leave liability: the day to report on
From / To	The period for the other reports

Headline figures (for example Active people) appear above the table.

Step-by-step

Run and download a report

Open HR reports and click a report.
Set the filters. The table updates.
Click CSV, Excel or PDF. A large file is prepared in the background ("This report has N lines, so it is being prepared") and you are notified when it is ready.
Click All reports to go back.

Email it on a schedule

On the report, click Schedule.
In Schedule this report, set How often (Every day, Every week or Every month), Send at, the day where asked, and Covering (for example Last month).
Choose who to Send to and click Schedule.

The schedule keeps your filter choices but not the dates; Covering decides the period each time.

Privacy rules

Pay figures are compensation data. Columns such as Liability, contract Rate, and the pay columns of the payroll reports are left out for anyone without access to compensation. See Privacy and Employees.
Payroll cost does not open at all without compensation access, and it can never be scheduled for email.
Diversity is aggregate only. A group smaller than 5 people shows no count. If only one group would be hidden, the next smallest is hidden too, so the hidden one cannot be worked out from the total. People who gave no value count as "Not stated".
Reports follow your branch access: you see only people you are allowed to see.

Example scenario

Padma Net Support's HR head, Shirin, prepares the quarterly board pack. She opens Headcount grouped by Branch as of 30 September, then Attrition for July to September. Karim (Finance) runs Payroll cost for the quarter with Approved and later runs. Shirin schedules Absenteeism for Every month, covering Last month, to the three branch managers.

Tips

Use Group by instead of running the same report once per department.
Use As of to compare headcount with an earlier date.
Download PDF for sharing and Excel for further analysis.

Troubleshooting and FAQ

The catalogue says "No reports available". You have no report permissions yet. Ask an administrator.

A report I expected is missing. You lack its own permission, or (for Payroll cost) access to compensation data.

There are no download buttons. You lack that report's export permission.

There is no Schedule button. Your plan does not include advanced reports, you lack the schedule permission, or the report is Payroll cost.

Diversity shows dashes for some groups. Those groups are below the minimum size and are hidden on purpose.

HR report builder and dashboards · Attendance · Leave · Payroll runs and payslips · Employees · Privacy · Access control

9bx user guide