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Queries/Reporting

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Audit report of queries created

Produce a report of all queries to show: name of the query who created the query date query created who last used the query date query last used We have a number of admins in the company and they can all create reports. This would be useful to tra...
Annette Attwell 10 months ago in Admin / Queries/Reporting 0 Open for Voting

OtherEvents "Updated DateTime" & "Updated By"

Within the Querries the section "Holiday" offers "Holiday Updated DateTime" and "Updated By". We need the same thing for "OtherEvents". Here sadly both these data points are missing. As Otherevents are beeing approved and handled the same way as H...
Guest 11 months ago in Queries/Reporting 0 Open for Voting

Add Query user Performance record to Performance Query reports

Bizarrely when you run a Performance related query as an Admin user, the preview and exported report will exclude any and all Performance records of the Admin user running the Query. Any other Query will include the Admin user records in the repor...
Dominique Saxelby 11 months ago in Queries/Reporting 2

When creating a query, have available the 'Relates To' field in Tasks as a field to select

Currently when creating a query the 'Relates To' field in Tasks is not available as a field to add to a query. This would enable a query to be created that would list tasks together with the employees the tasks are related to. At present, the Task...
Chiara Mallia 5 months ago in Queries/Reporting 0

Most recent log book entry

Currently we get staff to complete a log book entry every 6 months. I wouled like to be able to run a report that shows the most recent log book only. I can filter by date but as some staff may not have completed a log book for a couple of years a...
Louise Sheen 12 months ago in Queries/Reporting 0 Open for Voting

Trigger alerts for certain criteria, such as mileage over 10,000

Given the rules are different for mileage over 10,000 and under 10,000, an alert would allow this to be monitored and recorded correctly
Guest about 1 year ago in Queries/Reporting 0 Open for Voting

Option to set effective date to be in the future or the past

If there was an effective date field, it would mean that whenever you were looking at anything it could either be from the perspective of today which should be the default position, or you could put a different date in to show what the organisatio...
Claire Harrison about 1 year ago in Admin / Queries/Reporting 0 Open for Voting

Add a changed since date on report filtering

When building a report would be useful to add a filter for "change made since" or similar. Looking to get regular reports for changes to personal details added by employees which can then be provided to other departments for their updates.
Rachel Boyce about 1 year ago in Queries/Reporting 1 Open for Voting

Include both direct and indirect people on queries/reports

We would like to have function to allow both direct and indirect reports to be included. Currently we have to add a filter for the 'Reports To' field to specifically name the managers. This isn't practical when we have larger teams to means we may...
Annette Attwell 7 months ago in Queries/Reporting 0 Open for Voting

Merging queries created for planner all into one spreadsheet on one tab

Creating a report that fulls all data for every employee per day onto one spreadsheet in one tab. If you have an employee in one month off sick, in work, unpaid time off, on holiday you have to create 4/5 queries then merge together but they still...
Amanda Riley about 1 year ago in Queries/Reporting 0 Open for Voting