The Birthdays and anniversaries report is one of the reports available for free as part of Deputy Analytics.
- How can this report help my organisation?
- What questions can this report help me answer?
- What is in the Birthday & Anniversary report?
- FAQs on using this report
How can this report help my organisation?
Use the Birthdays & anniversaries report to celebrate your team's birthdays and anniversaries at work and stay ahead of age and tenure-related compliance requirements regarding pay.
What questions can this report help me answer?
- For my whole organisation or just at one location, whose birthday is coming up this month, next month or later this year.
- For my whole organisation or just at one location, whose work anniversary is coming up this month, next month or later this year.
What is in the Birthday & anniversary report?
Summary of upcoming birthdays and anniversaries by location or all locations
The first section of the report shows a summary of the number of upcoming birthdays and anniversaries this month (that have not occurred yet).
The report defaults to all locations but you can select to filter a specific or multiple locations if required. The data will be displayed according to the team member's primary (main location).
Note: If you make a location selection using the drop-down menu the filter will be applied to the summary as well as the other two tables in the report.
Table of team member birthdays
A table displaying team members' birthdays for all months but you can use the filter dropdown menu to select specific or multiple birth months to view.
This filter selection will only act upon this table within this report.
The table of team member birthdays contains the following data fields:
- Preferred name
- First name
- Last name
- Primary (main) location the team member works at
- Birthday
- Date of Birth
- Age
- Mobile phone number
- Email address
Table of team member anniversaries
A table displaying team members' anniversaries for all months but you can use the filter dropdown menu to select specific or multiple anniversary months to view.
This filter selection will only act upon this table with this report.
The table of team members anniversaries contains the following data fields:
- Full name
- First name
- Last name
- Primary (main) location the team member works at
- Hired date
- Tenure
- Mobile phone number
- Email address.
FAQs on using this report
- How do I filter this report to find the information I need?
- Can I save my filtered view for next time so I don't need to set up the same filters each time I view the report?
- How do I print, export or email this report?
- Can I schedule this report to export or email regularly? (requires Analytics+)
- How do I create a report with this information but other data included? (requires Analytics+)