iHRIS:Create Reports

Reports enable analysis of health worker data in various ways. Click Create Reports to run, print and export lists of health workers and offices/facilities, statistical charts and other standard reports. HR Managers and System Administrators can define reports and report views for other users to access.

Report Relationships

The System Administrator can define a relationship between system forms on which to base reports, or can edit or delete an existing report relationship. Defining report relationships requires extensive knowledge of the database and forms used in iHRIS and is restricted to System Administrators. Unless you understand report relationships, you should not edit or delete the existing report relationships pre-defined in iHRIS. These report relationships are used to create the standard reports that are available once iHRIS is installed.

To access the report relationships and define new relationships, click Report Relationships under "Custom Reports."

Reports

The System Administrator or HR Manager can define a new report, or can edit or delete an existing report. Creating reports requires some knowledge of the data fields used in iHRIS. Unless you understand these fields, you should not edit or delete the existing reports pre-defined in iHRIS. These reports are used to create the standard report views that are available once iHRIS is installed.

To access the pre-defined reports and create new reports, click Reports under "Custom Reports." Reports are generated automatically every 10 minutes. The time the report was last generated is shown beneath the report name. If you need to manually generate a report--to immediately show a change to the database, for example--do so by clicking Generate. If for some reason the report generation fails, click Generate (Forced) to correct it.

Reports can be exported to an XML format file by clicking Save beneath the report name or by clicking Save All Reports at the bottom of the page.

Report Views

Report views define how data are displayed in a report. Multiple report views can be created for the same report so that data may be aggregated and analyzed in various ways. For each report, data can be displayed either as a table or as a chart. The data may also be exported for further analysis, or the report may be printed.

System Administrators and HR Managers can create new report views or edit views that have already been defined. Other users, including HR Staff and Executive Managers, may run any report view, but they cannot create new views. At least one report view must be defined before a report can be run. Creating report views requires some knowledge of the data fields used in iHRIS. Unless you understand these fields, you should not edit or delete the existing report views pre-defined in iHRIS.

Pre-defined Report Views in iHRIS Manage

The following pre-defined report views are available once iHRIS Manage is installed.

Facility Reports

These reports pertain only to offices or facilities entered in the system. They can be filtered by the facility type and by the country and district where the facility is located.

Facility List: The table lists all offices and facilities.

Position Reports

These reports pertain only to positions entered in the system. They can be filtered by job, facility and department where the position is located, position status, job classification and cadre.

Position List: The table lists all positions.

Position Open Duration: The table report is for assessing how long each position was open before it was filled.

Staff Charts

These charts present various views of the workforce. They can be filtered by the facility where a position is located, facility type, or an employee's nationality or gender.

Age Distribution: This bar chart displays the total number of employees in different age ranges. Classification Breakdown: This pie chart compares the total number of employees in each job classification.

Hires Per Year: This bar chart displays the total number of employees hired into an open position each year.

Job Breakdown: This pie chart compares the total number of employees in each job.

Nationality Breakdown: This pie chart compares the total number of employees in each nationality.

Retirement Planning: This line chart shows the number of employees expected to retire in each year based on a standard retirement age of 65.

Staff Lists

These reports pertain only to employees who have records in the system. They can be filtered by the employee's nationality, or the facility or department where the employee is located.

Staff Directory: The table displays all employees alphabetically by surname.

Home Contact List: The table displays all employees' home addresses.

Emergency Contact List: The table displays all employees' emergency contact information.

Salary List: The table displays all employees' hire date, current salary and starting salary.