Build the report once. Run it every month.
Save a report's filters, columns and date logic as a named definition, so a recurring question is answered by reopening it instead of rebuilding the same filter set every reporting cycle.
Saved Reports
01Build the reportSaved Reports process stepActive
02Tune filtersSaved Reports process stepActive
03Save with a nameSaved Reports process stepActive
Saved Reports workflows that stay connected.
Save a report's filters, columns and date logic as a named definition, so a recurring question is answered by reopening it instead of rebuilding the same filter set every reporting cycle.
Save the configuration
Filters, selected columns and grouping are stored together under a name you choose.
Rerun against current data
Reopening a saved report re-queries live data rather than showing a stale snapshot.
Consistent definitions
Because the setup is stored, this month's report is built the same way as last month's.
Saved Reports work stays structured from setup to review.
Save a report's filters, columns and date logic as a named definition, so a recurring question is answered by reopening it instead of rebuilding the same filter set every reporting cycle.
- Build the report
- Tune filters
- Save with a name
- Reopen next cycle
Saved Reports controls keep records clean and traceable.
Choose a view to see how this module keeps daily HR work structured and reviewable.
Definition
What is saved is how to build the report, so results are always current.
Values remain traceable in HRM.Details that make saved reports dependable.
Faster reporting cycles
Board and management packs are reopened rather than reconstructed.
Fewer mistakes
A stored definition removes the risk of applying slightly different filters each period.
Genuinely comparable periods
Consistent construction is what makes trend comparison meaningful.
Always-current data
Saved definitions re-query live records instead of storing a snapshot.
Shared standards
A team can standardise on agreed report definitions.
Full export options
PDF, spreadsheet and CSV output work as they do elsewhere in reporting.
Saved Reports works with the rest of HRM.
Reporting Dashboard
Shared context keeps this workflow aligned with reporting dashboard records.
ConnectedHR Reports
Shared context keeps this workflow aligned with hr reports records.
ConnectedPayroll Reports
Shared context keeps this workflow aligned with payroll reports records.
ConnectedAttendance Reports
Shared context keeps this workflow aligned with attendance reports records.
ConnectedPrinting & Exports
Shared context keeps this workflow aligned with printing & exports records.
ConnectedWhat HR teams usually ask about saved reports.
The setup. Reopening it re-queries current data, so results are never stale.
Yes, to PDF, spreadsheet and CSV like any other report.
Small differences in filters break comparability. A stored definition keeps periods genuinely comparable.
See how saved reports fits your HR operation.
Map your current workflow to the right HRM setup, permissions and rollout plan.