How to Create Custom Reports in Rippling?

Evgeniya Ioffe - September 5th 2024 - 4 minutes read

Creating custom reports in Rippling can transform your approach to data management, moving beyond standard metrics to unlock deep, actionable insights. Imagine having the ability to tailor your reports to perfectly meet the unique needs of your team, whether in HR management, performance tracking, or financial analysis. In this comprehensive guide, we will dive into the hidden capabilities of Rippling's custom reporting tools, reveal advanced techniques to refine your data storytelling, and showcase real-world applications that prove just how powerful and intuitive this feature can be. Get ready to elevate your reporting game and drive smarter decisions with ease.

Understanding Rippling's Custom Reporting Capability

Rippling's custom reporting capability stands out due to its unified data structure and intuitive interface, designed to simplify complex data relationships. At the core of this feature is the "Employee Graph," which serves as a single source of truth for all employee data within the Rippling platform. Unlike other systems that require extensive manual data exports and integration efforts, the Employee Graph allows seamless integration of multiple data points from various third-party applications, ensuring that users can effortlessly access and utilize the precise data they need.

The implementation of "SQL-like joins" in Rippling empowers users to fine-tune their reports, enabling sophisticated data relationships and custom views. This functionality is particularly beneficial for organizations that need to cross-reference disparate data sets, such as employee records with device inventories or performance metrics. Rippling's platform automatically suggests optimal data joins, but users can manually adjust these joins to match their specific reporting requirements, offering a level of flexibility and precision that is typically found in dedicated BI tools.

Additionally, "Report Formulas" further enhance Rippling’s custom reporting capability by enabling users to perform complex calculations directly within the platform. Similar to Excel formulas but integrating elements of SQL and Python, these formulas allow customization and computation of unique business metrics without the need for external tools. This high-level overview demonstrates how Rippling’s reporting engine not only simplifies data aggregation but also empowers users to derive deeper insights through customized computations.

Custom Reporting Techniques

Creating custom reports in Rippling begins with the selection of attributes to include, offering users flexibility in how they compile data. The basic method involves choosing these attributes and generating reports that contain the required information. Going beyond the basics, users can engage in advanced analytics methods, allowing them to perform intricate data manipulations. This includes the use of sophisticated formulas that enable customization and detailed analysis, akin to running Excel-like calculations directly within the platform.

To further refine reports, Rippling’s tools provide enhancements such as filters and drilldowns. Filters offer the ability to narrow data sets based on specific criteria, enabling more precise insights. For example, users can filter reports by employee tenure, department, or performance metrics. Drilldowns allow users to delve deeper into the aggregated data, providing the context necessary to understand the underlying details directly within the report. These features work together to transform basic reports into powerful analytics tools, tailored to the unique requirements of any business scenario.

Practical Applications of Custom Reports

Rippling's custom reports prove highly effective in various real-world scenarios. In HR Management, they simplify audits and compliance by pulling comprehensive data on employees, devices, and security measures—ideal for streamlined SOC 2 audits. For example, you can generate a single report showing user access levels, device encryption status, and endpoint security, providing a clear overview of your organization’s compliance status.

In Performance Tracking, custom reports allow managers to combine diverse metrics into a single cohesive view. Imagine assessing the total cost of an employee, including base pay, commissions, and performance data, juxtaposed with the average number of tickets resolved in a support tool like Zendesk. This consolidated approach enables more informed decisions, improving overall team performance.

In the realm of Financial Analysis, custom reports empower financial teams to obtain granular insights. Whether reallocating budgets or understanding the financial impact of employee benefits, these reports can seamlessly combine data from various financial and HR systems, ensuring a unified view. This not only saves time but also enhances accuracy, providing finance teams with the insights needed to optimize financial strategies.

Automating and Sharing Reports

Maximize the utility of your custom reports in Rippling by implementing automation and facilitating collaboration. Automation is key for keeping your data current automatically. By scheduling your reports, you can ensure they are produced at regular intervals, such as daily, weekly, or monthly. To schedule a report, navigate to the report settings, select the desired report, set the frequency, and save the schedule. Integrate workflows by connecting these automated reports directly into your operational processes through the integrations tab, ensuring your team is always ready to act on the latest data.

Sharing and collaboration further amplify the power of your reports. Utilize Rippling’s sharing capabilities to distribute reports easily among team members by selecting "Share Report" in the report settings. You can set up custom access levels by choosing specific team members, then assigning viewing, editing, or downloading permissions from the access settings pane. Examples of effective collaboration include embedding reports within employee profiles—allowing managers to track key metrics—and creating shared dashboards that foster a data-driven culture, making insights readily available and promoting informed decision-making across the board.

Summary

Creating custom reports in Rippling offers a powerful and intuitive way to analyze data and gain actionable insights. With the ability to tailor reports to meet the unique needs of your team, you can go beyond standard metrics and access deep levels of data. Rippling's custom reporting capability includes features like SQL-like joins and report formulas, allowing users to refine their reports and perform complex calculations directly within the platform. The article also highlights practical applications of custom reports in HR management, performance tracking, and financial analysis. By automating and sharing reports, teams can maximize their utility and collaborate effectively. Overall, creating custom reports in Rippling can help elevate your reporting game and drive smarter decisions with ease.