Tables are a type of custom report you can create in the Insights area of PayHero.
To add a new table report go to Insights, click the button, and click Table.
When creating a table report, you'll need to name the report and select the type of Table you require.
The table specifies which area of PayHero the data in your report will be coming from, and determines which columns you can add to your report. You can learn which details are available in each table in our Insights Glossary.
Once you've selected the table you'll be using, you can add columns to your report by clicking the relevant button:
The available columns are divided into two types - Categories and Measures. Categories are fixed data points, like names and dates. Measures are numerical values that can be measured, like hours and costs.
Click on a column to add it into your report. When you add a column, it will appear under the appropriate heading in the Columns pane. Measures will also have the option to choose how you'd like the measure to be collated - as a Sum, Average, Minimum, Maximum, or Count of each instance. SUM is the most common, and will be the initial default.
Under the Filters tab you can click Add Filter to filter your report and limit the results to certain criteria - for example, you might want a report for a specific employee, pay code, or type of work over a certain date range.
You can set each filter to be based on:
Value - A single specific point of data e.g. Employee Name, Work, a single date, etc.
For values, simply select the Field you wish to filter by. Then select the Value you want included in the report, and click Add Value. You can add multiple Values to a single filter, provided they're all from the same Field. Click Save Filter when you're done.
Range - Usually most applicable to dates and values, but can also be applied to get all values within an alphabetical range, for example, Employee Names ranging from A-M.
For ranges, select the Field you you wish to filter by, then select the From value and the To value and click Save Filter.
Dynamic - Dynamic ranges allow you to set a date range relative to the current point in time. For example, a dynamic range could show the last X weeks, next Y months, or the current month. This means the data in the report updates automatically to suit, so is perfect for reports that you'd like to check each week to see data for the previous week, as an example.
For dynamic ranges, select the Field you wish to filter by and the Type of dynamic range you'd like. If you select Custom, you'll also need to set the parameters. The Custom options available allow you to set the Last or Next number of Days, Weeks, Months, or Years. When the filter is looking as you'd expect, click Save Filter.
Once you've applied all of the columns and filters you need for your report, click the blue refresh button to reload with your settings applied.
Save & Download
You can select Save if you want to save the report in Insights, or download the report as a spreadsheet by selecting Download CSV under the button.