Need to customize a report in GoCo? Check out how to set one up!
For easier access use the links below to navigate within this article.
Accessing Reports
Login to GoCo and click on Reports on the left-hand navigation.
Our Reports Module is broken down into 2 separate sections, Standard Reports & Custom Reports.
In your Standard Reports, you will find reports that GoCo automatically generates for you. For example, you will find all reports related to your Time Off & Time Tracking here. For more information on our Standard Reports, visit our Help Center.
Custom Reports are where reports that you have created will live. You can pull reports on information from GoCo, Custom Fields, Workflow Fields, Performance Review Templates, and more.
⭐ All custom reports by default will be one-time reports, if you'd like to revisit them at a later date you will need to save them as templates.
To pull a Custom Report, begin either by hitting the blue "+Add Report" button at the top right-hand of your screen
or by hitting the blue text "+Add Report" next to the Custom Reports Label.
You will then be asked to choose if you would like to "Create a Report from Scratch", "Copy a Report" (from an existing report or from another company you have access to), "Create a One Time Report" (Report is generated but not automatically saved) or "Choose from a Template". In this scenario, we will create from scratch.
Now you will be prompted to select the report type you want to create.
- Team Member reports will be used when you want to pull information from GoCo (Employee Birthdays, Pronouns, etc.) or Custom Fields. For more information on Team Member Reports, click here!
- Workflow Reports are used when you want to pull information from a Workflow that you have created. For more information on Workflow Reports, click here!
- Document Reports are used when you want to pull information from a Magic Document that you have created. For more information on the Magic Docs Reports, click here!
- Company Trend Reports include trends and data into headcount timelines, compensation details, & more. For more information, click here!
- Performance Review Reports are used when you want to pull information from a performance review you have created. For more information on the Performance Management App click here!
Once you've made your selection hit the blue "Continue" button.
You will be taken to the Settings Tab to customize your report.
Customizing a Report
1. You'll be redirected to a new screen to customize the report. First, you'll want to name & give the report a description. 
2. Now begin inputting the Basic settings.
Select your Report Fields, that is what fields/columns you want to include in this report. By default, you will see "First Name" & "Last Name", however, you can add additional fields by clicking the "+ Add Fields" button.
Notice you can add groups of fields at a time! Simply hit the check box icon next to the field type to add all fields in that category.
3. You will then be asked to select what filters, starting with Team Members, you want to add to the Report. 
Filter from "All Employees", "Active Team Members" & more!
After selecting your team members, select any fields you want to set conditions around. For example, you can select "Last Name" "Does not contain" "Blank". Depending on your desired outcome, adjust as needed. (Please note available fields depend on your report type).
If you wish to layer any filters simply hit the "+Add more" button. 
4. Now decide if you want to Schedule your report to be sent automatically to your email.
A pop-out will appear asking you to input your schedule settings. If you need more information on scheduling reports, click here!
5. After adjusting the Basic Settings, you should be ready to generate your report. To do so hit the "Generate Report" button in the center of your screen.
As your report is generated, you will see this progress bar. Please note that if you are creating a report with multiple different fields this may take a moment.
6. Your report is now generated!
- ⭐ Hint: you can also download your report as a CSV with the "Download" button on the top right corner. If you would like to schedule your report to be sent on a regular cadence to your email, check out this article.
7. Now that your report has been generated, it's time to check out your "Advanced" settings. Here you can drag & drop your columns to reorganize, filter & customize columns, & save this report for future use.
To group data by report fields, switch over to the "Advanced" tab & expand the "Grouping" section. You can select one or multiple Report Fields to group by. Please note, that you can only choose the Report Fields you have already added in the Fields Section. If you have selected multiple, you can reorganize the hierarchy using Drag and Drop.
To show dependents data expand the "Show Dependents" section. You can enable this setting to show Dependent information in a subordinate table.
To show data as of a certain date or to view historical data, expand the "Display" section. Here you will see a few options. The default selection is "As of Today" - meaning that this will show all data as of Today.
The next option in this section is "Time Machine" - this is similar to our "As of Today" filter, however instead of showing data as of the day you're pulling the report, you can customize the date and select a date other than Today. 
If you select Custom Dates, a single calendar selector appears so that you can choose those custom dates.
The final option here is to "Show Change History". This presents a dropdown that allows you to select a date and view each change made for a team member during the selected time. For more information on the "Show Change History" option, check out this help article.
Lastly in your "Advanced" settings, you can review your Permissions for this report.
8. Check out the "Visualization" tab to create graphs and visuals for your report. For more information on visual graphs - check out this help article!
Once your report is complete, you can either exit this report or save it for future use! 
Once this report has been saved, you will see it under the Custom Reports section of the Reports app. You can now view this report at any time with refreshed data. 
- Click the three dots next to the report name to Edit Report.
Crash Course
Check out the quick video below reviewing how to pull custom reports in GoCo.
Have more questions? Contact help@goco.io.
Updated 9.11.24