Based on the information gathered from the Notion page and help center documentation, I'll write an article about the custom report generator feature for the Zendesk help center:
Custom Report Generator in Leapsome Analytics
The custom report generator in Leapsome Analytics empowers HR teams to create flexible, tailored reports that meet their organization's specific data needs. This feature enables you to generate comprehensive reports using any employee attribute managed in Leapsome, including custom attributes.
Creating Custom Reports
To create a custom report:
- Navigate to 'Analytics' from the left-hand menu
- Choose 'Reports' to access the custom report generator
- Click '+ New Report' to begin building your custom report
Setting Up Your Report
When creating a custom report, you can configure the following elements:
- Report title: Give your report a descriptive name for easy identification and future reference.
- Visibility: Create custom visibility rules for which employees can see what information in the report.
- Report type: Snapshot or Change history
- Schedule: Interval in which this report is created/updated.
- Once
- Weekly
- Bi-weekly
- Monthly
- Every X months
- Last day of the month
- Date(s): Date of the snapshot or time frame to which to pull change history.
- Employee Selection: Choose which employees to include in your report based on:
- Teams and departments
- Locations and offices
- Roles and levels
- Custom attributes
- Employment status
- Attribute Selection Select which employee attributes to include as columns in your report:
- Standard employee data (name, email, hire date, department)
- Custom attributes specific to your organization
- Salary and compensation information
- Performance metrics
- Any other employee attributes managed in Leapsome
Historical Attribute Tracking
The historical attribute tracking feature allows you to monitor changes to employee attributes over time, providing valuable insights into employee progression and organizational changes.
Report Types
Snapshot Reports: Generate a snapshot of employee data at a specific date or current moment:
- Current team composition
- Employee status as of a specific date
- Salary information at a particular point in time
- Benefits enrollment status
Change history Reports: Track changes to employee attributes over a specified time period:
- Salary changes and progression
- Team transfers and relocations
- Job title updates and promotions
- Manager changes
- Custom attribute modifications
Setting Up Historical Tracking
When creating a historical change report:
- Select 'Change History' as your report type
- Choose the time period for tracking changes
- Select which attributes you want to monitor for changes
- Configure whether to show:
- Effective dates of changes
- Old and new values
- Who made the updates
Schedule reports
When to use scheduled reports
Use scheduled reports when you need regular, recurring data analysis for business operations such as:
- Monthly financial reviews and quarterly audits
- Regular performance monitoring and KPI tracking
- Compliance reporting at specified intervals
- Team updates and progress tracking
- Historical trend analysis across consistent time periods
How to set up scheduled reports
- Navigate to 'Analytics' from the left-hand menu
- Select 'Reports' to access the custom report generator
- Click '+ New Report' or edit an existing report
- Configure your report settings and data selection
- In the timing section, choose your scheduling options:
Report management
When reviewing custom reports, admins can use the filters on the report to isolate specific teams, users, locations, and timeframes to see more digestible amount of the dataset to make decisions on.
Advanced Filtering Options
Apply multiple filters to create precisely targeted reports:
Time-Based Filters
- Specific date ranges
- Monthly, quarterly, or yearly periods
- Custom time frames
Attribute-Based Filters
- Department or team-specific data
- Location-based filtering
- Role and level restrictions
- Custom attribute values
Change-Specific Filters (for historical reports)
- Changes made by specific users
- Modifications within certain date ranges
- Specific types of attribute changes
Data Export and Sharing
Once your report is generated, you can:
Export Options
- Download as Excel files for further analysis
- Export as CSV for data processing
Sharing Capabilities
- Share reports with specific user groups
- Set up recurring access for stakeholders
- Control data visibility based on user roles
- Maintain data security through access permissions
Delivery channels
- Enable data sharing to specific emails or via SFTP each time a new report is exported.
- Select relevant date format as well enable relevant field renaming to make the report more digestible to specific stakeholders.
Use Cases for Historical Tracking
Salary Progression Analysis
- Track salary increases over time
- Monitor compensation equity across teams
- Analyze promotion patterns and timing
Organizational Changes
- Review team restructuring impact
- Monitor employee movement between departments
- Track manager assignment changes
Compliance and Auditing
- Generate audit trails for HR changes
- Document policy compliance over time
- Track attribute modifications for regulatory purposes
Strategic Planning
- Analyze historical trends for forecasting
- Identify patterns in employee lifecycle
- Support succession planning initiatives
Report Management
Visibility Controls
- Create reports visible only to specific groups
- Set dynamic access based on organizational hierarchy
- Control sensitive data exposure
Update and Maintenance
- Modify existing reports as needed
- Update filter criteria and time ranges
- Refresh data for current information
Performance Considerations
- Historical reports may take longer to generate
- Large date ranges require more processing time
- Filter strategically to optimize performance
Best Practices
For Point-in-Time Reports
- Use for current status overviews
- Ideal for onboarding and compliance checks
- Suitable for regular operational reporting
For Historical Change Reports
- Focus on specific attributes to avoid information overload
- Use reasonable time frames for optimal performance
- Include effective dates for context
- Document the purpose and frequency of historical tracking
Benefits for Different Roles
For HR Admins
- Track organization-specific metrics without manual data compilation
- Generate audit-ready reports quickly
- Monitor compliance requirements across locations
- Analyze workforce trends and patterns
For Managers
- Access team-specific insights and performance data
- Track department-level metrics and goals
- Generate reports for leadership presentations
- Monitor team diversity and engagement metrics
For Leadership
- Receive executive-level dashboards with key metrics
- Access strategic workforce planning data
- Review compensation and performance trends
- Make data-driven decisions with real-time insights
The enhanced custom reports feature with historical attribute tracking provides comprehensive insights into your organization's people data, supporting both operational needs and strategic decision-making with detailed change tracking capabilities.