How To Create a Report

How To Create a Report

To learn to create a basic report, let’s use salaries as an example. These steps will show you how to create a report on employee salaries in different office locations and departments.

1. To start off, open your flair HR or flair Recruiting app in Salesforce and click the App Launcher 𓃑. Use the search bar to find the Reports page.
2. You will now see any reports that you have recently used. There are a number of standard, pre-built reports that come with flair, including Employees by Position, Number of Leaving Employees, and Candidate Application Source. Select All Reports to open and run these reports.
3. To create a new report, click the New Report button.
4. A window will open showing you recently used Report Types. They are also grouped into categories in the menu bar on the left. Click All and type Salaries into the search bar to see all available reports related to salary.
5. Choose a report. The report names contain the objects that the report will include. For example, if you want to report on employee salaries and include information about the employee such as department and location, you will need a report that includes two objects: Employee Salaries and Employee. In this case, select the report names Employee Salaries with Employee and then click Start Report.
6. You will now see the Report Builder. Settings are on the left side of the screen and a preview of your report is shown in the middle. In the top-right corner of the Report Builder, activate the Update Preview Automatically toggle so you can instantly see changes as you build your report.
7. On the left edge of the screen, you will see a vertical bar named Fields. Click on the arrow > to see all the Fields available for this report. Selecting a Field will add it to your report.