This article is intended for Enterprise only, and includes features that are not available in Deputy Premium. For help with reporting and customer reports, Deputy Data Exporter and more in Deputy Premium, see our Reports Collection.

If are using Enterprise, but you don't see the reports tab available, you may not have the proper access to view this part of Deputy. Please reach out to your manager if you think that this is a mistake.

To access the report builder, log into Deputy and click on the "Reports" tab.

Click on "Report Builder (BETA)"

Click on "Edit Report"

Once you've clicked on the Report Builder link, you'll need to click on "Edit Report" to make changes to the report, depending on what data you're reporting on.

Select your Primary Data Source

Choosing your Primary Data Source is one of the more important decisions you'll make when using the Report Builder. To understand this, you'll need a little bit of background on how Deputy stores data.

Deputy stores different types of data into different tables (like an Excel table!). We join those tables together (think Pivot Tables) in the background to build you the report you'll see on screen.

Keeping in mind that the data is stored in different tables, when you're selecting your Primary Data Source, you're selecting the baseline from where data is pulled. This means that, in order for us to return data, there must be something stored in the Primary Data Source.

For example, let's say you're using Leave as your Primary Data Source. Even if the data fields you select have nothing to do with leave, we're only going to return employees (and the related information) on employees who have leave in Deputy.

Another thing to keep in mind when selecting your Primary Data Source is that your selection affects what fields are available.

Once you've selected your Primary Data Source, you're ready to start editing the fields included in your report.

First, click the Xs to remove any fields that you don't care to see in your report. Don't worry, you can put them back in again if you make a mistake!

Once you've removed the fields that aren't useful to you, it's time to add in the fields you need.

There are two different ways to find the fields that you want.

First, if you know what you're looking for and what it's called, feel free to use the search bar to search all fields.

Next, if you're not sure exactly what you're looking for, click through the different fields available by clicking on the drop downs available under the search bar.

Click on the field you want to add

Once you've found a field you'd like to add, click on that field and drag it over to the fields bar.

You can't rearrange the order that the fields are in once they've been dropped in the bar, so you may need to remove them and add them again int your preferred order.

Once you have all the fields you'd like and in the preferred order, it's time to add in some filters!

The report builder is limited to 5,000 rows at a time. This means you'll want to add in some filters to narrow down the data to just what you're interested in.

Click on the "Filters" to get started.

Click on "Select Column" and choose what column you'd like to use to filter your results by

Depending on what column you choose to use as a filter, you'll have different options for the next two pieces.

Next, click on Select Filter

The options from this dropdown will vary based on the column you chose in the previous step. Since I chose timesheet date as my filter, I'm seeing date ranges to choose from. Depending on what you choose, you might see different options here!

Verify that the filters are configured to you're liking and click "Save"

Your data will refresh to reflect the new filter that's been added on.

Next, click on "ConīŦguration"

This will allow you to group your data into meaningful pieces.

Click on "Group By" from the Configuration dropdown menu.

Click on "Select" and choose what field you'd like to group your data by

What this will do is group your data by the field selected. In the example above, you'll see that I selected "Display Name". That means that once I save this filter, I'll see the columns grouped by Display Name.

Click "Save" and wait for your data to reload

Once your data reloads, you'll see that it's grouped by the field you selected.

It's worth noting that, should you choose to export this data in the CSV format, the groupings will not export. This view is exclusively available within the Deputy app.

You can also add in a Calculation Field

Click the button "Add Calculation Field" from the bar where you add in fields.

In the lightbox that pops up, click Select Column for our pre-built Calculation fields.

If you would like to create your own, custom Calculation Field, please reach out to your Account Manager or Solutions Consultant for support.

In the lightbox that pops up, click Select Column for our pre-built Calculation fields.

If you would like to create your own, custom Calculation Field, please reach out to your Account Manager or Solutions Consultant for support.

Once your report is complete, click "Save"

Give the report a Title and Description that will help you tell which report is which in the future, and click Save.

Once you've saved this report, if you want to see it again in the future all you need to do is click on the "Load" button, right next to the "Save" button.

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