Cloning PIM Report, , please follow the steps below

To clone a PIM Report, navigate to this screen by clicking PIM > Reports > PIM Reports. Locate the report you want to run and the click the “Clone Report” link. The report newly cloned report will open in edit mode to allow you to modify as necessary (See Editing PIM Report).

Example

Assuming you need to understand how many of your employees speak excellent French who are managers and work in your Lagos branch, you could create a report by following the steps below

  • Navigate to the PIM report screen by clicking PIM > Reports > PIM Reports
  • Click the Add button
  • Enter the information as follows
  1. Name: French Speaking Managers in Lagos
  2. Select Source: Personal Details
  3. Select Fields: Full Name
  4. Click Add from the Report Source section
  5. Select Source: Employee languages
  6. Select Fields: Language
  7. Click Add from the Report Source section
  8. Repeat steps 6 & 7 entering the following fields
    • Language Competence
    • Language Fluency
  9. Filters: Language
  10. Criteria Operation: Equals
  11. Criteria: French
  12. Click Add from the Report Filters section
  13. Repeat steps 9 - 12 entering the following fields
    • Filters: Language Competence
    • Criteria Operation: Equal
    • Criteria: Excellent
  14. Select Source: Role History
  15. Select Fields: Role Title
  16. Click Add from the Report Source section

 

  1. Repeat steps 14 - 16 entering the following fields
    • Role Department
    • Role Location
  2. Filters: Is Current Role
  3. Criteria Operation: Equals
  4. Criteria: True
  5. Click Add from the Report Filters section
  6. Repeat steps 18 - 21 entering the following fields
    • Filters: Role Title
    • Criteria Operation: Equal
    • Criteria: Manager
    • Filters: Role Location
    • Criteria Operation: Equal
    • Criteria: Lagos Office
    • Filters: Role Title
    • Criteria Operation: Equal
    • Criteria: Manager
  7. Order By: Personal Details: Full Name
  8. Include: Current Employees
  9. Click Save

From the PIM Report screen, locate the newly created report and click Run Report.

BizsoftHRM Administrator