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Report Builder Overview

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Learning Center Mekari
  • Updated

In Talenta, there is a Report Builder which is a feature that can assist management in making reports according to their individual needs. The report is obtained based on raw data provided by Talenta. 

You can perform several actions, namely downloading ,  editing, duplicating, and deleting the report builder that you have created on the Report builder page. 

There is also access to email Report Builder directly to your email inbox. This access can be made by users with Super Admin/Default and Custom Admin roles with access to certain data. With this feature, you can download and get the Report Builder email regularly based on a schedule that you can adjust.

Important
Make sure your company status is Active on Talenta to use the Scheduled Email Report Builder feature.

The following is a guide on how to manage Report Builder on Talenta:

  1. Open the  Companies menu.

    Important
    You can also go directly to https://hr.talenta.co/report-builder/index.

  2. Select "Report Builder".
    REPORT--BUILDER__2_.png
  3. Then, you will be redirected to the basic report builder list page where all the templates that you have saved are stored in list form.
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    Explanation:
    No. Name of button/column Description
    1 Guidebook If clicked, then you will be directed to this guidebook.
    2 Insights Click to go to Insights page (HR Analytics Dashboard).
    3 Create report Click to create basic reports and pivot reports.
    4 Pivot Report Click to enter the Pivot Reports page.
    5 Filter Click to set the filter according to the type you want. There are 3 types of filter reports, namely:
    - Latest report (latest report)
    - Daily report (daily report)
    - Monthly report (monthly report)
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    6 Last update

    To find out information when the data is updated because the data displayed is not real-time. Because if there are changes after the time of the last update, it will not be reflected in the Report Builder.

    Report builder has a data sync schedule 4 times per day, so the data displayed is not real-time. The schedule is 3 AM, 7 AM, 11 AM, and 6 PM, each sync takes around 3.5 - 4 hours (WIB).
    6 Downloads Click to download the report.
    • The pop-up display for the report builder with the Monthly/daily report type will ask you to enter the time period you want.
    • The pop-up display for the report builder with the Latest update report type does not require you to enter a specific time period. You can directly download it through the Talenta Inbox by clicking  "Check inbox" .
    7 Three dots Click to edit, duplicate, or delete the report builder template.
  4. The data information that you can see in the report depends on the Talenta access role that each user has.
    1. Superadmin role
      ACCESS ROLE: SUPER ADMIN
      Group Of Data Settings Required
      Super Admin – Role Type = Default Super Admin – Role Type = Custom
      personal Employees > views Employee > Employee > View
      Employment Employees > views Employee > Employee > View
      Custom filed Employees > views Employee > Employee > View
      Education Employees > views Employee > Employee > View
      attendance Attendance > view Attendance > Attendance > View
      Time Off Request Employees > views Attendance > Time Off > View
      Overtime Requests Employees > views Attendance > Overtime > View
      Reimbursement Requests Employees > views Payroll > Reimbursement > View
      Payroll Information

      Employee > view (have custom here)


      ONLY SHOW DATA

      BPJS Kesehatan Number

      BPJS of Employment

      NPWP

      BankName

      Bank account

      Bank Account Holders

      PTKP Status


      Or


      Employee > view AND Payroll > Payroll Info (all fields)

      		Employee > Payroll Data > View
      Payroll Transactions Payrolls > views Payroll > Report > Salary Report
      Tax Details Payrolls > views Payroll > Report > Tax Report
    2. Admin Roles
      Access Role : ADMIN
      Group Of Data Settings Required
      Admin – Role Type = Default Admin – Role Type = Custom
      personal Employees > views Employee > Employee > View
      Employment Employees > views Employee > Employee > View
      Custom filed Employees > views Employee > Employee > View
      Education Employees > views Employee > Employee > View
      attendance Attendance > view Attendance > Attendance > View
      Time Off Request Employees > views Attendance > Time Off > View
      Overtime Requests Employees > views Attendance > Overtime > View
      Reimbursement Requests Employees > views Payroll > Reimbursement > View
      Payroll Information

      Employee > view (have custom here)


      ONLY SHOW DATA

      BPJS Kesehatan Number

      BPJS of Employment

      NPWP

      BankName

      Bank account

      Bank Account Holders

      PTKP Status


      Or


      Employee > view AND Payroll > Payroll Info (have custom here)


      EXCLUDED DATA

      Basic salary

      Tax method (gross, gross-up, net)

      Tax salary (taxable, non-taxable)

      Salary type (daily, monthly)

      Employee tax status

      Nationality code

      Expatriate DN Date

      JHT Cost

      BPJS Kesehatan Cost

      Pension Guarantee Cost

      Employment BPJS NPP

      Beginning Net

      PPh 21 Paid

      Employee > Payroll Data > View (have custom here)


      EXCLUDED DATA

      Basic salary
      Payroll Transactions X X
      Tax Details X X

This is an overview of the basic report builder on Talenta. Learn about other company menus here.