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 what area of PayHero the data in your report will be coming from, and determines which columns you'll be able to add to your report. You can find more detail on what details are available in our Insights Glossary.
Once you've selected the table you'll be using, you can add Categories and/or Measures by clicking the relevant button to add columns into your report.
The available columns are split 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 then have the additional option to choose how you'd like the measure to be collated - as a Sum, Average, Minimum, Maximum, or Count of each instance.
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 - 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. 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 non-fixed date range, so that the data in the report updates automatically to fit the parameters you specify. For example, a dynamic range could show the last X weeks, next Y months, or the current month.
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.
You're then able to select Save if you'd like to save the report in Insights, or you can download the report as a spreadsheet by selecting Download CSV under the button.