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How do I run a report? (video)

Andrew -

Administrators and Managers can utilize PeopleMatter's Reporting feature to gather data efficiently.

To access the Reporting feature:

  • Click WorkSpaces.
  • Under your organization's name, click Administrator.
  • The Administrator WorkSpace or HOME tab will appear. Click Reporting.

Reporting.png

  • To access reports, you can click Library or View then Repository to select the report to run.
  • Note that after you run reports, items will populate under Recently Viewed Items.

Reporting1.png

 

To run a report from the Library:

  • Click Library.
  • The list of available reports will display.  Click on the report's name to open the report.
  • You can also right-click on the report name and select Run in New Tab if you prefer. 

Reporting_Library.png

 

To run a report from the Repository:

  • Click View.  Click Repository.
  • Reports will display on the left side of the screen.
      • The reports will be separated into folders by modules. 
      • System reports will be in a hierarchy under the System folder. 
      • The reports that you have saved will be in a folder with your user name that is located in the folder with your company name.
  • Click on the report's name to open the report.
  • You can also right-click on the report name and select Run in New Tab if you prefer. 

Repository.png

 

To customize a report:

  • After you have run a report, you can:
      • Move Column –  Click on the column to highlight it, then drag and drop it to a new column position.  
      • Hide Column – Click on the column to highlight it, then click the graph icon, which will give you the option to Hide column.
      • Add Column – Click on any column to highlight it, then click the graph icon, which will give you an option to Show columns.  Select the column to add. 
      • Filter Column - Click on any column to highlight it, then click the filter icon, which will give you options to filter on rows.
      • Sort Column - Click on any column to highlight it, then click the up arrow or down arrow, which will sort the results in ascending or descending order, respectively. 

Customize_Report.png

 

To apply filters to a report:

  • After you have run the report, you can apply different filters.  The filters will display on the left.
  • Set the filters to meet your needs.  Click Apply.
  • The report will re-run based on the filters you applied.

Report_Filters.png

 

To save a report:

  • After you have run the report, click Save. Click Save As.
  • You will be prompted to give the report a Name.
  • You can enter a Description but it is not required.
  • Under your organization, select the appropriate folder.  
  • When finished, click Save.
  • Your report will be saved for later review from the Reporting Dashboard under Recently Viewed Items.

Report_Save.png

 

To export a report's results:

  • After you have run the report, click Export
  • You will be prompted to select the Export As Type.
  • The report will download as the file type you select.
  • Open the report in Excel or save it to your computer. 

Report_Export.png

 

Related Articles:

For additional training regarding Units, please view the Run Reports eLearning Lesson: 

 

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