In many cases it's beneficial to have a quick and easy-to-read report showing employee documents across your organisation, the following report recipe will provide a guide for creating such a report rather than needing to go in and out of document categories or checking individual employee documents This is only a guide and can be changed or built upon in order for the report to better suit your needs. In my example I'll be creating a report to look at all employee documents within the Contracts folder, if you want a complete view of all documents you can just ignore the Category filter.

To get started navigate into Reporting -> Report Builder

Once you're in Report Builder click the Add button to create a new report.

Report builder is cut up into various sections for each aspect of the report, I'll name each section below and then list what the value(s) for that section should be.

Report Builder

1. Select a Report Type - Table.
2. Select a Data Source - Employee Documents
3. Select a Report Name - Employee Documents (or anything suitable).
4. Select a Report Description - Add as required.
5. Select Report Category - Add as required.
6. Select Fields - Full Name, Document Name, Document Category, Document Uploaded Date (as well as any other fields you'd like to see in the report).
7. Select Group By Field - Null.
8. Select Aggregates - Null.
9. Select Order By: - Null.
10. Select Filters - In my example I'll be creating a report to look at all employee documents within the Contracts folder, if you want a complete view of all documents you can just ignore the Category filter.
    • Active | Equals | Active.
    • Document Category | Equals | Contracts.
11. Table Options:
    • CSV Field Separator: Comma (this field just specifies what character is used to separate the fields when exporting it to a CSV, comma is the most common choice but ultimately it's entirely your choice.

Once this is all filled in click the Save Report button followed by View Report:

We can see that Ben Admin and Aimee Hancock have uploaded documents into the Contracts category and can see the document names and the dates they were uploaded too.

This is a very simple guide on creating an employee document report and can be built upon and adapted in order to refine or change the data which is displayed by adding in more filters. This report recipe can be used as a head start to creating your own report in NaturalHR to suit your needs.