Save your People Log filter configurations as reports to access them quickly in the future. Share them with colleagues or schedule them to run automatically – it's all about making your reporting workflow smoother.

Saved Reports let you:

• Store filter configurations – Save complex filters without rebuilding them each time

• Share with others – Make reports visible to other administrators

• Quick access – Load saved reports with a single click

• Consistent tracking – Run the same report regularly for trend analysis

To save and manage reports, you need one of these roles:

• Owner – Can create, view, and manage all reports

• Admin – Can create, view, and manage all reports

• HR – Can create, view, and manage all reports

• Reporter – Can create and view reports

💡 Tip: Managers can view reports shared with them, but cannot create company-wide reports.

Set up your People Log with the filters you want to save. Make sure you're happy with the results before saving.

Click Actions in the toolbar, then select Save Report.

Give your report a clear, descriptive name. Good naming helps you (and others) find it later:

• ✅ "Sales Team - Q4 Compliance Status"

• ✅ "New Starters - First 30 Days Progress"

• ❌ "Report 1"

Choose who can see this report:

• Only me – Private to your account

• Everyone – Visible to all users with reporting access

Set how the report handles dates:

• Rolling range – e.g., "Last 7 days" updates automatically

• Fixed range – Specific dates that don't change

• Custom – Set your own start and end dates

Click Save to store your report.

From the left-hand sidebar, click Reporting, then select People Log.

Click the Reports dropdown in the filter panel.

Click on the report you want to load. Your filters will be applied automatically.

When saving a report, you can configure:

Rolling Ranges – These update automatically:

• Last 7 days

• Last 30 days

• Last 90 days

• Last 12 months

Fixed Ranges – These stay constant:

• This week

• This month

• This quarter

• This year

Custom – Specify exact start and end dates.

💡 Tip: Use rolling ranges for regular monitoring (e.g., "new starters this month"). Use fixed ranges for historical analysis (e.g., "Q3 2024 training completion").

1. Load the report you want to edit

2. Make changes to filters or settings

3. Click Actions > Save Report

4. Choose to update the existing report or save as new

1. Navigate to Reporting > Saved Reports

2. Find the report you want to delete

3. Click the delete icon

4. Confirm deletion

⚠️ Warning: Deleted reports cannot be recovered. Make sure you no longer need the report before deleting.

Adopt a consistent naming pattern for easy discovery:

• Include the scope (team, department, or company-wide)

• Include the purpose (compliance, progress, onboarding)

• Include the time frame if relevant

Examples:

• "Engineering - Quarterly Skills Review"

• "All Staff - Annual Compliance Check"

• "Customer Success - New Starter Onboarding"

• Create separate reports for different purposes rather than one catch-all report

• Use clear visibility settings – don't share work-in-progress reports

• Review and clean up old reports periodically

Q: Can I share a report with specific people rather than everyone?
A: Currently, visibility is either private (only you) or shared (everyone with reporting access). For targeted sharing, you can export the data and share the CSV file.

Q: What happens to my saved reports if my role changes?
A: Your private reports remain accessible to you. Shared reports remain visible to others with appropriate permissions.

Q: Can I duplicate a report?
A: Yes. Load the report, make any changes you need, then save with a new name.

Q: How many reports can I save?
A: There's no limit to the number of saved reports.

Last Reviewed: November 2025