HR Reports

Generate detailed reports and analytics to track HR performance and make informed decisions.

Introduction

The HR reports module allows you to generate detailed analytics on all aspects of staff management. From pre-built reports to custom analyses, get the insights you need to optimize your human resources management.

HR Reports Interface
HR Reports Benefits
  • Data-driven decision making with real-time analytics
  • Time savings with automated and schedulable reports
  • Regulatory compliance with complete traceability
  • Clear visualizations with charts and dashboards
  • Multiple exports (Excel, PDF, CSV) for easy sharing
  • Complete customization according to your specific needs

Available Report Types

GO4SRH offers a wide range of pre-built reports to meet all your HR analysis needs.

Workforce Reports

Detailed analyses of your workforce composition and evolution.

  • Staff distribution by function, department, contract type
  • Workforce evolution over a given period
  • Age pyramid and seniority
  • Turnover rate and rotation rate
  • New hires and departures
  • Workforce projections and future needs

Leave Reports

Complete statistics on leave usage and management.

  • Leave balances by employee and by type
  • Annual leave utilization rate
  • Pending, approved, rejected requests
  • Calendar of planned absences
  • Unused leave and risk of forfeiture
  • Leave costs and financial impact

Attendance Reports

Detailed tracking of attendance and punctuality.

  • Daily, weekly, monthly attendance rate
  • Delays and unjustified absences
  • Overtime and working hours
  • Manual vs automatic clock-ins
  • Comparison by department or function
  • Absenteeism trends and patterns

Payroll Reports

Financial analyses and payroll reports.

  • Total payroll and by category
  • Salary evolution and increases
  • Social charges and contributions
  • Bonuses, premiums and allowances
  • Budget vs actual comparison
  • Salary cost projections

Performance Reports

Evaluations and staff performance tracking.

  • Evaluation results by employee
  • Average scores by department or function
  • Performance evolution over time
  • Talent and potential identification
  • Improvement plans and training
  • Performance-compensation correlation

Regulatory Reports

Official documents and legal compliance.

  • Staff register and mandatory declarations
  • Annual social report
  • Workplace accident reports
  • Audits and regulatory compliance
  • Statistics for competent authorities
  • Documentation for labor inspections
Available report types

Generate a Report

Follow these simple steps to create and customize your HR reports.

1

Access Reports

From the main menu, click on GO4SRH → Reports to access the report generation interface.

2

Select Report Type

Choose the type of report you want to generate from the available categories (Workforce, Leave, Attendance, Payroll, Performance, Regulatory).

Example: Select "Leave Reports" to analyze leave usage
3

Configure Filters

Customize your report by applying appropriate filters to precisely target the data you need.

  • Period: Start date and end date (day, month, quarter, year)
  • Staff: Individual, by department, by function, or all staff
  • Contract Type: Permanent, Fixed-term, Temporary, Intern, etc.
  • Status: Active, Inactive, On Leave, etc.
  • Other Criteria: Seniority, age, location, etc.
4

Choose Output Format

Select the format in which you want to receive your report: Excel (XLSX), PDF, CSV, or web visualization.

💡 Excel for in-depth analysis, PDF for printing and official sharing
5

Preview (optional)

Before generating the final report, you can preview the results to verify that filters and parameters match your expectations.

6

Generate and Download

Click "Generate Report". The system processes the data and you can download the file or view it directly online.

Report generation form
Productivity Tip

Save your frequent report configurations as templates to reuse them quickly without reconfiguring all parameters each time.

Custom Reports

Create tailor-made reports adapted to your specific needs with advanced customization tools.

Report Generator

Use the intuitive drag-and-drop generator to create your own reports. Select fields to include, define calculations, add filters and customize the layout according to your preferences.

Formulas and Calculations

Integrate custom formulas to perform complex calculations: averages, sums, percentages, ratios, comparisons, etc. The system supports advanced mathematical, statistical and logical functions.

Charts and Visualizations

Add interactive charts to your reports: evolution curves, bar charts, pie charts, histograms, heat maps. Customize colors, legends and axes for optimal presentation.

Report Templates

Save your custom reports as reusable templates. Share your templates with other users in your institution or download ready-to-use templates from the library.

Pivot Tables

Create pivot tables to analyze your data from different angles. Cross multiple dimensions (function, department, period, etc.) and get sophisticated multidimensional analyses.

Conditional Formatting

Apply automatic formatting rules to highlight important values: alert thresholds, comparisons with objectives, positive or negative trends, detected anomalies.

Custom report generator
Training Available

Comprehensive training on creating custom reports is available. Contact our support team to schedule a session tailored to your specific needs.

Export Formats

Export your reports in multiple formats according to your sharing, analysis or archiving needs.

Excel Export (XLSX)

Ideal format for in-depth analysis and data manipulation.

  • Multiple sheets with raw data and summary tables
  • Preserved formulas and calculations for custom analyses
  • Interactive charts and pivot tables
  • Professional formatting with styles and colors
  • Automatic filters and sorting on all columns
  • Compatible with Excel, Google Sheets, LibreOffice
PDF Export

Professional format for printing, archiving and official sharing.

  • Optimized layout for A4/Letter printing
  • Headers and footers with logo and information
  • Automatic table of contents for long reports
  • High-resolution graphics and structured tables
  • Optional password protection
  • Digital signature for official validation
CSV Export

Universal format for integration with other systems.

  • Raw data without formatting
  • Compatible with all spreadsheets and databases
  • Lightweight and fast to generate even for large volumes
  • Ideal for imports into third-party software
  • UTF-8 encoding for special characters
  • Configurable separators (comma, semicolon, tab)
Web Visualization

Direct online consultation without download.

  • Instant access from any browser
  • Interactive charts with zoom and dynamic filters
  • Sortable and paginated tables for easy navigation
  • Sharing via secure link with expiration date
  • Responsive design for mobile viewing
  • Real-time data refresh
Report export options
Security and Privacy

All exports respect defined access permissions. Reports can be password protected and sharing links automatically expire according to security configuration.

Scheduled Reports

Automate the generation and sending of your recurring reports to save time and ensure regular monitoring.

📅

Recurring Reports

Configure reports to be automatically generated according to a defined frequency: daily, weekly, monthly, quarterly or annually. The system generates and sends reports without manual intervention.

Example: Daily attendance report automatically sent every morning at 8am
📧

Email Sending

Generated reports can be automatically sent by email to configured recipients. Customize the accompanying message and define multiple recipients or distribution lists.

Options: Immediate email, daily grouping, or simple notification with download link
📁

Automatic Archiving

All generated reports are automatically archived in the system with timestamp and complete history. Easily find your old reports and compare changes over time.

Retention: Configurable duration according to your legal and organizational needs
🔔

Conditional Alerts

Define alert thresholds to receive notifications only when certain conditions are met (high absence rate, budget overrun, etc.).

Example: Alert if absenteeism rate exceeds 10% in a department
🎯

Automatic Dashboards

Create dashboards that automatically update with the latest data. View key indicators at any time without having to manually regenerate reports.

Real-time view accessible from HR module home
⏸️

Schedule Management

View and manage all your schedules from a centralized interface. Activate, deactivate, modify or delete your schedules according to your evolving needs.

Total control: Execution history, logs and error management
Scheduled reports configuration
Recommended Schedules
  • Weekly: Attendance report, leave requests summary
  • Monthly: Overall HR statistics, payroll report, absence summary
  • Quarterly: Performance analysis, workforce evolution, turnover indicators
  • Annual: Social report, regulatory reports, needs planning

Frequently Asked Questions

Who can generate HR reports?

Access to reports depends on the permissions defined in your user role. Generally:

Possible exceptions depending on your institution's configuration:

  • Managers may only access reports for their department
  • Sensitive data (detailed salaries) may be restricted to certain roles

Contact your system administrator to request additional access if necessary.

Are there limits on report size?

Limits vary by export format:

  • Excel: Maximum 1 million rows per sheet (Excel technical limit)
  • CSV: No practical limit, but very large files may take time to generate
  • PDF: Recommended up to 1000 pages for optimal performance

💡 Tip for large volumes:

For very large reports, use filters to segment data or schedule background generation to avoid blocking your interface.

How to share a report with someone who doesn't have system access?

You have several options to share reports with external people:

  1. Export and manual sending
    • Generate the report in PDF or Excel format
    • Download the file to your computer
    • Send it by email or share via your usual method
  2. Temporary sharing link
    • Generate a secure sharing link from the interface
    • Set an expiration date (1 day, 7 days, 30 days)
    • Recipient can view the report without a GO4SCHOOL account
  3. Scheduled automatic email
    • Configure a scheduled report with email sending
    • Add email addresses of external recipients

Important: Make sure to respect your institution's confidentiality rules before sharing HR data with external parties.

Can report appearance be customized?

Yes, several levels of customization are available:

  • Logo and visual identity
    • Add your institution's logo in headers
    • Customize colors according to your brand guidelines
    • Configure contact details to display (address, phone, email)
  • Layout
    • Choose orientation (portrait or landscape)
    • Define margins and spacing
    • Select font and text size
  • Content
    • Choose columns to display or hide
    • Reorganize section order
    • Add custom texts (introduction, notes, signatures)
    • Define conditional formatting rules
    • Customize charts (colors, legends, axes)
  • Privacy
    • Add automatic confidentiality notices
    • Configure watermarks (draft, confidential, etc.)

💡 All these customizations can be saved as templates for future reuse.

How to secure a report containing sensitive data?

Several security mechanisms are available:

  1. Password protection (PDF)
    • When exporting to PDF, enable the "Password protect" option
    • The file can only be opened with the defined password
  2. Secure sharing links
    • Generate a unique and non-guessable link
    • Set a short expiration date
    • Enable notification to know who viewed the report
    • Revoke access at any time if necessary
  3. Encryption and secure sending
    • Use email encryption if your institution has configured it
    • Favor sending through the system rather than personal emails
    • Verify that recipients are authorized to access this data

🔒 Important: All actions on reports (generation, viewing, sharing) are tracked in audit logs for GDPR compliance and complete traceability.

Can data from multiple institutions be compared?

If you manage multiple institutions in GO4SCHOOL, you can generate consolidated reports:

  • Individual reports per institution with specific detailed analyses
  • Multi-institution consolidated reports
    • Overview grouping all institutions
    • Side-by-side comparisons of key indicators
    • Benchmarking and identification of best practices
  • Filters and segmentation
    • Select institutions to include in the analysis
    • Compare similar institutions (size, region, type)
    • Identify common trends and local specificities

⚠️ Access to multi-institution data depends on your permissions. Contact your administrator if you need consolidated access.

💡 Typical use case: School complex directors can compare HR performance of all their schools to identify improvement opportunities and share best practices.

Next Steps

Now that you master HR reports, explore these complementary features:

Need Help?

Our support team is available to help you configure your custom reports. Contact us at [email protected] or visit our help center.

Start typing to search the documentation

Search results for ""

No results found
to navigate
to select