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Insights

Learn how to use PeopleXD Insights

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General reporting

General reports for Insights.

Create a reportCreate and customise a table report in Insight.
Schedule a reportSchedule an Insight report to distribute automatically to users
Save a report as a widgetSave a report as a widget.
Share a report and delegate accessShare an Insight report and delegate access so users can see the same data set.
Report on bank detailsBuild an Insight report based on Bank Details from the Personal Profile of an employee in Personnel.
Report on manager request approval processCan a report be made to capture who approved a manager request.;
How to troubleshoot an Insight errorHow to troubleshoot errors when running an XD Insight report.
Insight report is appearing blank when using folder 'Post Management Details'I am not able to create a report by using the folder 'Post Management Details'.
Applicants cleardown reportKeep data to run a report with statistics.
Format options pop up not appearing when exporting reportsAfter running reports, when clicking Action, Export the Export Window is not appearing.
Delete standard reportsEditing, renaming, or removing standard reports in PeopleXD Insight.
How does the function prbi_get_post_profile_detail workHow can I use prbi_get_post_profile_detail in a calculation
Current Commenced Appointment does not show an end date on report when there is a future appointmentEmployees have contracts where the current appointment is commenced and there is a future appointment sequence as well. When reporting on these appointments, we would like to see the future…
Disable employee images from iCuePrevent iCue from sending employee images
How to ensure people without qualifications appear on insights reportNo blank qualifications codes noted on report?
How to change tab orderHow do we change the order of Tabs in an Insight Report?
Is it possible to rename an Insight report?An Insight report was incorrectly named or needs to be re-named, is it possible to rename it?
Grant access to the Insight admin tabGrant access to Insight Admin tab.
Returning only the viewer's own record in a reportIs it possible to set up an Insight report to allow the people viewing it to see only their own records?
Employee Roster Schedule ReportCreate employee's Roster schedule reports using the Work Schedule (Time) view.
Adjust the record count for a reportAdjust the row count for an insight report.
How to view Scheduled ReportsHow to see list of scheduled reports in Insight?
Workforce Management

Use Insights within Workforce Management.

Report on Absences and Leave Requests in InsightHow to run a report on Absences and Leave Requests in Insight.
Reporting on Employee BalanceCan I report on an employee's balance using Insight?
Create Insight report for annual leaveHow to create a report that shows annual leave given, taken, booked, and remaining.
Create report showing work patternGuidelines on how to generate an Insight Report that displays shift type names alongside daily work patterns (e.g., Monday, Tuesday, etc.). It includes tables and fields to use to build…
CoreInsight - Access Type 'Manager All Reports' not returning correct dataA scenario where a General Manager can only view their direct reports in the system, but not the employees reporting to individual Line Managers. It outlines the visibility limitations and…
Report on Absence triggers in InsightHow to create an Insight report in order to report on absence triggers.
Report on what shift is assigned to an employee in InsightHow to run a report on Insight to report on what shift is assigned to an employee.
Update a user's access so they can export Insight ReportsHow do you update a user's access so they can export Insight reports to Excel or to .csv format.
How to view team balances without InsightCan I please check if there is any way for a manager to see their teams remaining balance, if they don't have access to Insights?
Employee should see all company staff on Insight ReportEmployee should see all company staff on Insight Report.
Work Pattern Default Start or End Times are appearing in Date Format on InsightA work pattern has a default start/end time of 09:00 to 15:00 On Insight, it's showing as 01-NOV-14 How can it be displayed in the correct format?
Reporting on Manager RequestsIs it possible to report on Manager Requests?
Change the date format in an Insight ReportIs it possible to change the date format in a report in insight? for e.g., if is like 06-Sept-2024, is there anywhere to change it to 06-09-24?
Pull data from a specific date on Insight reportCan we pull all the information in the Insight report, but would like to build in the possibility to pull this from a specific date. Can we insert a prompt…
Get "Calculate Default hours" parameter as a column on Insight reportWhere can we find and add "Calculate Default hours" parameter from Work Groups configuration screen on WFM Admin Dashboard as a column on Insight reports?
Is it possible to create Insight reports for Core Time - System Users?Is it possible to create a report on Core Time- System Users, i.e., a report to bring back a list of all Core Time - System Users who have 'Sign…
Is it possible to run a report on the PeopleHub Report which appears after loading dataWhen a file is loaded via PeopleHub, a report appears with any error/success messages.
Is it possible to run an insight reports to see what emails are being generated?Is it possible to run an Insight report to see what emails are being generated?
Display date columns in hours and minutes formatHow to display date columns in hours and minutes format when reporting in XD Insight.
Show all users on Insight reportThe report will only show my direct reports and I want it to show all colleagues.
People Management

People Management articles on reporting.

Email Address not populating on Insight ReportEmail addresses are not successfully pulling through onto Insight Report.
Provide Core Insight access to usersAssign Core Insight permission to managers.
Report returning duplicate rowsA report built of the Appointment History view and the Hr Person Master view is returning duplicate rows.
Clearing the cache on an Insight reportHow do I get an insight report to refresh with new information?
Insight report not displaying latest employee dataInsight report not displaying latest employee data.
Create a bank details audit reportI need to create an audit report on Insight that shows updates made to employees' bank details (bank account number, sort code) in Personnel (not in Pay).
Report on logon or option historySteps to run report on login or option history for users on PeopleXD modules
Unable to share Insight ReportsAn Employee has no option to share Insight Report despite having all Menu Options enabled.
CoreInsight - Reporting on employees' documentsHow can we report on documents uploaded to an employee record?
Bulk-assign access using Insight reportsSteps to use the Bulk Assign Access feature to efficiently assign menu profiles to multiple employees at once.
Reporting on employees' documentsHow can we report on documents uploaded to an employee record?
Enable or disable the 'Export Data' option when viewing a report in InsightI do not have the option to export data in Excel format when viewing Insight reports on Portal.
Nominate Superuser in InsightHow to give access to Insight without giving access to each area.
Insight Reports cannot be exportedThe export button on Insight has disappeared and unable to access insight reports.
Employees not showing as reporting to manager in InsightWe have employees that should report into a manager however an Insight report they shows that they do not have a manager.
Retrieve salary reason codes description data in Insight reportRetrieve salary reason codes data in the Insight report.
Report on users that have activated their portal accountRun a report of all users to confirm if they have activated their portal account and logged in.
'Total Length of Service' not pulling the correct figure on Insight ReportHow can we pull the correct 'Total Length of Service' on an Insight report.
Report on Leaver commentsHow do I report on the comments in the leaver details process.
New salary rate not updating on reportWe have added new rates of pay for employees and new position rates of pay. But a report that we have created is not updating with the new information -…
What report will show a list of users last log in?Is there a standard report on user security access showing a list of users, when they last logged in, if the account is locked, if the account is active etc.…
How Delegation affects Reports To ManagerWill delegation of a role e.g. Reports To Manager affect Reports To Manager within an Insight report.
Reporting on emailsIs it possible to create an Insight report to monitor the emails being sent? Can the report provide details such as the date and time of the emails being sent,…
Cannot open Insight reports exported to Excel fileWhen we try to export the report to Excel we receive an error message. Problems with exporting Insight report.
Report on Reference Data or LOVs in InsightWe need a report from Insight showing reference data in PeopleXD e.g. Department Codes, Employee Status Codes, Cost Centre Codes.
Interfaces: Export CSV formattingCSV has two formatting options on Excel; can these be prioritized.
Add a Pivot Insight report as a widget on the Manager DashboardIs it possible to add a Pivot Insight report as a widget on the manager dashboard.
Reporting on individual FTEI want to report on the FTE of a user; what field is most suitable?
Dormant Users appearing as Live in insight reportingEmployees showing as LIVE in reports but are dormant in CORE.
Original start date in an Insight reportI have a number of employees that have an original start date, this is not showing on employee details report.
Report on Workgroups without a reports to managerHow do I report on workgroups within Insight.
How is the call-to-action link generated in an Icue EmailHow is the link in the button generated.
What are the Insight equivalent views for CoreBI?We need to recreate BI reports in Insight, what views or columns should be used to replace BI views?
Incorrect Cost Centre appearing for employee on Insight ReportWe have an employee that was re-hired. They were given a new cost centre when they were being set up X. However, the cost centre that is showing on reports…
Pull a report from the Exit InterviewWe cannot pull a report from the Exit Interview details.
Dates in UDF reportsThough UDFs are set up in date format Insight reports return data in text format so we cannot use date filters such as Today, Last 30 Days and etc.
Hide Report Title automatically selected when exporting from InsightWe have noticed when we export data from Insight it hides the report title by default.
CoreInsight - Future Starters ReportI'd like to run out a report of all Future Starters. What tables/views do I need to include to extract this information?
Differences between BI and CI reporting viewsWhat is the difference between the PRBI/PRCI_HR_PERSON_MASTER view?
Bookmark a reportCan you bookmark reports which you use regularly instead of having to search for them in Insight Admin all the time?
iCue sent to the substantive managerIs there a way we can get the iCue to be sent to the 'Reports To Manager' instead of the substantive manager?
Change an Insight report nameHow to rename the current Insight report?
Insights disappeared following an addition of a widgetInsights disappeared following an addition of an insight's widget to the manager dashboard.
Leaver Location Update does not update on Insight ReportWe are trying to move leavers to new locations. When I move a leaver to a new location, it changed no problem on Core, but when I run an Insights…
Scheduling an Insight Report to run on the last day of the monthHow can I schedule a report so that it sends on the last day of every month?
No option to view report in InsightThe View option is missing for Insight report.
Dormant employee on Insight reportHow do dormant employees appear on Insight reports?
Insight Report reduces in Size when 'Save As' is selectedWhen I export an Insight Report as an Excel Document, the file size is X. However, once I open the file and then click 'save as' the file size reduces…
Extract characters up to a symbolExtract characters up to a symbol.
Home Telephone Number not populating on Insight ReportHome Telephone Number is not successfully pulling through onto Insight Report.