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.