Generating custom reports

22 votes

Being able to create additional custom reports either by the custom columns or to be able to run by department, location, etc.

Reviewed - Saved for Future Consideration 1.0 2.0 Diagnose Net New Suggested by: Becca VanDerveer (12 Jan, '23) • Upvoted: 04 Sep, '25 • Comments: 4

Comments: 4
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05 Nov, '24
Melissa Ortiz
Highlighted comment

Running reports by demographics as well would be extremely helpful. As a client, if i upload demographic information, I would expect to be able to slice and dice that data on the backend.
28 Apr, '23
Laura Klouw
The ability to drill down to only direct reports is critical as the current format only allows for the entire downline, so the higher level leaders may have 500 team members in their report and unable to drill down to direct reports.

By property would be helpful as well when leaders oversee multiple properties.
14 Nov, '23
Meg Patel
Related to this idea (thank you Becca!): As a MVP, is there a way we can rapidly import data into the report template?
30 Apr, '24
Sonya Weiland
Reports based on tenure, generation, department and/or other factors would be great. Export 'new hires' to understand their experience versus the tenured team. Another example, how does our 'office' team feel versus our 'production' team?