Creating Custom Reports

In addition to the report templates and dashboards provided by the Jasr system, users can design custom reports according to their specific business needs.

Go to the Analytics Hub> Report builder page

• In the first step, specify the report details as shown in the image, then click Next

• In the step to select the data to be displayed in the table, add one of the data categories and then choose the required information from the list that appears accordingly
• You can add more than one data category as needed (personal details - org details - financial, etc.)

• If the selected report type in step1 was Table, you will be able to select the employees included in this report in the final step
• You can select Everyone or add one or more filters to narrow down the employee scope
  • Note: If you do not find the filter or details you need, click the link to send us your suggestion to add it

• Finally, when you click the Build Report button, you can choose between
  • Save to Analytics: Save the table as an independent report in the Analytics list, or
  • Save to a dashboard: Add the table to one of the dashboards previously created

When choosing the second option, the following screen appears for you to select the required dashboard

• If you had selected Graph in the first step, you will need to specify the chart details as shown in the image below
  • Choose the graph design from one of the available chart types

• Specify more details about the chart view, data, range, etc.
  • Note: The required details may vary depending on the chart type and/or selected data

• The process of creating a graph consists of only two steps. Click the Build Graph button to add it to an existing dashboard or create a new dashboard that will be saved in the Analytics Hub > Analytics list