Contents x
- User Interface
- HR
- Getting Started - Quick Guide
- Core HR
- About Core HR
- Core HR Dashboard
- Core HR Workflows
- Org Structure
- Job Position Chart
- Manage Employee Information
- Probation Reviews
- Manage OnBoarding and OffBoarding
- HR Processes
- Work with Employee and Company Documents
- HR HelpDesk
- Approval Workflows and Processes
- News and Announcements
- Core HR Reports
- Time and Attendance
- Compensation
- Recruiting
- Recruiting Module Overview
- Recruiting Workflows
- Manager/Recruiting Manager Permissions in the Recruiting Module
- Candidate Tracking
- Job Openings
- Create and Publish Job Opening
- Unlisted Job Openings
- Edit Job Opening
- Copy Job Opening
- Job Opening Templates
- Add Candidates to Job Opening
- Plan Interview Stages
- Job Opening Questions
- Interview Schedule
- Schedule Interviews with Candidates
- Candidate Assessment
- Manage Candidate Statuses
- Candidate Emails
- Job Offers
- Hire Candidate
- Close Job Opening
- Recruiting Interviews
- Recruiting Reports
- Candidate Self-Service Introduction
- Performance
- Performance Overview
- Performance Module Workflows
- Performance Reviews
- Start Performance Review Round
- Work on Performance Review Form
- Open Performance Review Form
- Performance Review Form Overview
- Fill in Performance Review Form
- Submit Performance Review
- Complete Performance Review
- Move to Performance Review Step
- Return to Previous Responsible Performance Reviewer
- Assign Performance Review Form to Person
- Print out Performance Review Form
- Performance Review Score Calculation
- Bonus Calculation
- Monitor Performance Review
- Work with Performance Reviews List
- Track Performance Review Form History
- View Performance Trends
- Ad Hoc Review
- Export Performance Review to PDF
- 360 Feedback Reviews
- Employee Performance Check-ins
- Employee Feedback
- Goals
- Key Performance Indicators
- Competencies
- Succession Overview
- Performance Reports
- Learning
- Learning Overview
- Learning Workflows
- Learning Catalog
- Employee’s Work with Learning Catalog
- Training Manager's Work with Catalog
- Required Compliance Trainings
- Practicums
- Learning Certificates
- Training Budgets
- Reports
- Learner Report
- Development Activities by Employee Report
- Learning Materials Report
- Required Training Report
- External Training Report
- Expiring Certificates
- Learning Expiration Report
- Development Needs Report
- Classroom Activities and Trainers Report
- Development Activities Report
- Training Feedback Report
- Employee Training Budget Report
- Quiz Builder
- Reports
- GDPR Compliance
- Manager Self-Service
- Manager Menu Overview
- Manager Dashboard
- Get a Team Overview
- Manage Team Absences
- Work with Probation Reviews
- Manage HR Processes
- Salary Review
- Goals
- KPIs
- Assess Employee Competencies
- Review Employee Performance
- 360 Feedback
- Manage Training Requests
- View your Team's Career Goals
- Request Job Openings and Track Candidates
- News and Announcements
- Track your Team’s Development
- Manager Reports
- Employee Self-Service
- Employee Menu Overview
- Employee Dashboard
- Work with Personal Data
- Manage My Holidays and Absences
- Timesheets
- Out of Office Calendar
- Personal Goals and KPIs
- Competencies
- Performance
- Learning and Development
- Plan my Career Path and Goals
- Company Job Openings
- Work with My Interviews
- Employee Reports
- Lanteria HR Mobile App
- Local HR
- Local HR Menu Overview
- LHR Core HR
- LHR Time & Attendance
- LHR Compensation
- LHR Recruiting
- LHR Performance
- LHR Learning
- Local HR Reports
- Installation and Configuration (IT Pro)
- Install Lanteria HR
- General Settings
- Core HR Settings
- Building Organizational Structure
- Job Roles and Positions
- Employee Database Settings
- Employment Types
- Employee Card Designer
- Employee Related Data Structure
- Employee Document Types
- Content Types for Document Templates
- Vaccination Document Types
- Termination Reasons
- Employee Statuses
- Person Attribute Categories
- Person Attributes
- Employee Data Anonymization
- Additional Employee Database Settings
- HR Processes
- Approval Processes
- HR HelpDesk
- Dashboards
- Time and Attendance Settings
- Compensation Settings
- Recruiting Settings
- Performance Settings
- Learning Settings
- Learning Catalog Settings
- Learning Material Categories
- Learning Materials
- Certificate Types
- Certificates
- Curricula
- Training Feedback
- Missing Mandatory Training
- External Training Categories
- Cancellation Reasons
- Learning Storage
- Learning Prerequisites
- Automatic Training Assignment
- Managing Practicums on Learning Material Creation
- Learning Groups
- Classroom Training
- Training
- SCORM Settings
- Learning Catalog Settings
- System Settings
- Integrations
- Exchange Integration
- Office 365 Integration
- LinkedIn Learning Integration
- ADP Integration
- Active Directory Integration
- DocuSign Integration
- Adobe Acrobat Sign Integration
- Power BI Integration
- Predictive Index Integration
- SEEK Integration
- Job Target Integration
- ZIP Recruiter Integration
- Go1 Integration
- Zapier Integration
- Talenteria Integration
- Microsoft Teams Integration
- Data Integration
- Data Import
- Data Export
- Candidate Self-Service Installation and Setup
- Third-Party Application Settings
- SharePoint Configuration
- Lanteria HR Maintenance
Create Custom Report
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Follow these steps to create a report that shows FTE by Locations:
- Go to Reports > Report Center.
- Click the new report button.This will open the Report Generator Wizard. You can move between tabs using the Back and Next buttons at the bottom of the form or by clicking whatever tab you need.
- Enter the report title, in this case, FTE Distribution by Location, in the Title field.
- Enter the report description into the Description field.
- In the Report Group field, select the report group(s) to which the report will be added. Select a predefined or custom report group in the left pane, and then click Add to add the report to that group. To remove the report from a report group, select the group in the right pane, and then click Remove. Custom report groups are displayed under default groups that represent modules.NoteTo be able to select a custom report group in the Report Group field, you need to add custom report groups to the Report Groups list under Settings > Site Lists and Libraries > Report Groups.
- Since the order in which the reports appear is not important in this case, leave the Report Order field blank.
- Select the check boxes next to HR and Local HR roles in the Roles field.
- Click Next.
- In the Select List field, select Employees and click the Add List button.
- Select the Job Positions list as the second list.
- Next, click the Select Fields button next to each list name.
- For the purposes of this example the fields to be included into the report are Country, Full Name, Job Position, Job Role and Location for the Employees list and Planned FTE for the Job Positions list.
- Go to the Filter tab.
- Click the Add Filter button next to the [Employees].[Country] field name. Select User defined values on the form that appears and click Save.
- Go to the Grouping tab and click the Add Group button next to the [Employees].[Location] field, which will be the first-level grouping parameter.
- To have the country name displayed next to location in the report, click the add icon next to the group name and select the Country field.
- To add the second-level grouping, click the Add Group button next to the Job Role field.
- Go to the Order tab to rearrange the order in which fields are displayed in the report using drag-and-drop.
- Go to the Totals tab to set up how the resulting values are to be calculated. Select Sum from the drop-down lists in the Planned FTE column for both groups and in General Totals.
- Go to the Preview tab to preview the report.
- Click Submit to save the report and go back to the Report Center.
If you added the report to a custom report group, the report will be available in that custom report group in addition to the specified module group. For such a report, under the report name, you will be able to see the name of the module group it was added to (if you view it from a custom group) or the name of the custom group (if you view it from the module group).
- Click the report name and then View to run it.
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