Using the Report Builder and Where to Find Your Created Reports

Last updated: August 18, 2025

When you run a report using the Report Builder feature, the report will not be emailed to you. Instead, it will be saved and accessible through your dashboard.

Using the Report Builder Feature Successfully

🎥Tutorial

  1. Hover over the left navigation pane.

  2. Click Reporting; this will take you directly to the Report Builder.

  3. Click the Create New Report button in the top right corner of the screen.

  4. Choose the employee group you want the report to cover (e.g., All Employees). Click Next.

  5. Enter a name for your report; no name - no report

  6. Select the report type; for a full list see this article.

  7. Review the preview (not actual result of the report) of the report on the right side of the screen.

  8. Click Next and then select Send Once to generate the report this one time or Put on Schedule to automatically generate this report on a cadence

Where to find your completed reports

  1. View Generated Reports

    • Go to Reports > Report Builder > Past Reports. Scroll down on the Past Reports section to see generated reports and their statuses. Once the status shows Ready to View, click it to open the report.

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2. Export the Report (Optional)

  • You can export the report to CSV by clicking the report and then hitiing the Export CSV option in the top right.

  • The downloaded spreadsheet will carry the report name (e.g., Points Balance).