Need to run a custom report in GoCo? Check out how to set one up!
1. After logging-in, click on your Reports on the left-hand side.
3. You will then see a pop-up that asks you the following:
- Report Name
- Which employees do you want to see? Don't forget you can change how they are sorted!
- ⭐ Hint: not seeing all your active employees? Try running it with "Active + Pending" team members
- What effective date do you want to use?
- You can run it "as of" or you can switch it to show "changes made"
- What fields do you want included?
- Notice you can add groups of fields at a time! For example, if you search for "Employment and Compensation" you will see the option to Select All. Clicking that will add all fields under that heading in one quick click!
- Notice you can add groups of fields at a time! For example, if you search for "Employment and Compensation" you will see the option to Select All. Clicking that will add all fields under that heading in one quick click!
4. Review permissions!
- Need to make edits? You can do so on the company permissions page
5. Once you save your report it will appear under your custom reports. When you are ready, click on the report to run it.
- ⭐ Hint: you can also download your report as a CSV with the "Download" button on the top right corner.
Have an existing report you need to edit?
- Click the three dots next to the report name to edit the name/field/etc.
- ⭐ Hint: Only need to adjust the effective date? No need to change the default values. Click into the report and change the effective date on the top left corner:
Have more questions? Contact help@goco.io.