HRIS Report and Dashboard Customization

Present information that supports checks and decisions

A useful report answers a clear question. We review the layout, groupings, and source records before planning adjustments.

Create HRIS Reports That Are Easy to Use

A company may need a specific answer rather than more reports. The right information can reduce manual processing across multiple files. Start report and dashboard adjustments with the questions they should answer, then review existing settings and prioritise any enhancement required.

Define the Question the Report Should Answer

An employee count can mean different things. HR may need current assignments, while management wants a comparison across periods. Without a shared definition, even an accurate figure can be misunderstood.

We discuss the report’s purpose, audience, period, and groupings. Share a sample format or the decision it should support. Columns and filters can then be selected for that purpose.

Clarify the Source and Meaning of Each Figure

Reports rely on available, consistently maintained records. A departmental summary depends on accurate employee assignments. A better layout cannot correct an outdated source record.

We review sources and calculation rules with users. Confirm status definitions, effective dates, and exceptions so the result can be explained. Access permissions determine who should see the information.

Choose the Right Level of Detail

Dashboards provide an overview; detailed reports support checks of individual records. Explain when each is appropriate so users can investigate beyond a summary figure.

We review existing report settings first. If required presentation or calculation options are missing, an enhancement can be assessed. Sample results are checked against the source before everyday use.

Agree Definitions Before Choosing Dashboard Charts

A dashboard summarises key information. Before choosing its charts, define what each figure means. The employee count at month end differs from the number of people employed at any point during the month. Agree the date and statuses included so HR and management interpret the result consistently.

Share reports your team regularly reworks and information they cannot yet obtain. We will assess configuration and enhancement options, focusing on results that are readable, verifiable, and useful to HR and management.

Sigma Solusi Informatika reviews Sigma HRIS or Forte HRIS reports around the questions your company needs to answer. Reports from the previous system can inform a replacement assessment. HR and payroll report training helps users interpret results, with support available after launch.

Questions About HRIS Report and Dashboard Customization

Can report formats be adjusted?

We review the required format against existing settings and discuss an enhancement where those options are insufficient.

What do you need to prepare for the discussion?

Bring a sample report and explain its users, purpose, columns, filters, and reporting periods.

Does a dashboard replace detailed reports?

No. A dashboard can summarise employee counts by branch, for example. A detailed report is still needed to see which employees are included.

What if the data source is not yet available?

First agree how the required information will be recorded and where it will come from. That provides the basis for planning the report.

How are report figures verified?

Compare sample results with source records using the agreed period, employment status, and calculation rules.

Are report access permissions reviewed?

Yes. The information shown should match the responsibilities and permissions of its users.

Design Reports Around the Answers Your Team Needs

Share sample reports, required columns and periods, and the decisions they should support. We will review source records, settings, and enhancement options.