How can I customize reports in GoCo?

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.

2. Scroll to the bottom, and click + Add a Custom Report.

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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!

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4. Review permissions!

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.