Charts are a type of custom report you can create in the Insights area of PayHero.
To add a new Chart report go to Insights, click the button, and select Chart.
When creating a chart report, you'll need to name the report and complete the following options:
Type - Specify the type of chart you'd like to produce. Options available are Bar chart, Horizontal Bar chart, Line chart, or Pie chart.
Table - Choose where in PayHero the data will be coming from. Full descriptions of the table options available can be found in our Insights Glossary.
Measure (Y) - Select the numerical value that the chart will be measuring - these are things like hours and costs, and will be represented on the vertical Y-axis of the graph.
Aggregate - Select how the measure should be aggregated - this can be as a Sum, Average, Minimum, Maximum, or Count of each instance.
Category (X) - Set the category (or categories) that you're wanting to measure. Categories are fixed data points, like names and dates, and will be the labels on the horizontal X-axis of the graph.
Series (optional) - If you'd like to divide the category into a sub-category you can select the series. For example, your primary category might be Employee but you might like each employee's time also broken down by Work, which would then be the Series.
If you select a Series you'll also have the option to tick 'Show Legend' if you want a list of values (note that you can hover over any area of the graph to see the details in a pop up, so the legend may not be required). For Bar type graphs you'll also have the option to 'Stack Series', so that the series is stacked on a single bar for each Category rather than each item in the series having its own bar.
Under the Filters tab you can click Add Filter to filter your report to limit the results to certain criteria - for example, you might want a report for a specific candidate 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. Once you're happy with the filter, 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.
You can then click Save if you'd like to save the report under Insights.