Reporting+: How to Use Reporting+

With Reporting+, you can create and run reports to gather comprehensive payroll and HR data for your productions. Features include scheduling a report to run automatically, sharing templates with others on your team, creating a report from scratch using our easy-to-use custom report builder, getting quick visibility into specific data, and more!  

This article shows you how to perform this task in both Classic and New experiences.

Steps for Classic Experience

View Saved Reports & Report History

The Reporting+ landing page provides access to all your saved reports and access to Cast & Crew standard reports.  

You can save a report and pick up where you left off if needed by clicking Run Report on the report row. This will navigate you to your last saved instance in the reporting grid. 

Create a Report or Use Standard Report Templates

To begin, you can either create a report from scratch or use one of the standard reports available to you. 

Standard Reports

Standard reports in Reporting+ are pre-built templates that you can utilize to run your payroll and HR data and get immediate results. They can be a useful starting point as you can save any Standard Report with a new name and modify it for your specific needs. Learn more about Standard Reports here. 

Create a Report

You can create a new detailed report filled with data from either the onboarding or timecard data sources. This gives you the freedom to pull self-service reports on demand whenever you need them without having to wait for Cast & Crew’s service. Click here to learn how to create a new report. 

Schedule & Duplicate Reports

You can schedule and duplicate reports that have previously been saved to your “My Reports” list. 

Schedule a Report

You can schedule a report to run daily, weekly, or monthly and view the results under the “Ready For Download” tab in Reporting+. You can easily modify schedules to change the frequency criteria whenever needed.  

This is extremely helpful to get your reporting needs quickly on your schedule. Just set it and forget it! Click here to learn how to schedule a report. 

Duplicate a Report

When duplicating a report, the same fields and filters that are applied in an existing report are copied over to a new report that you can name and edit. Click the quick-action menu on the row to duplicate your report. Click here to learn more about duplicating a report. 

Share a Report With Others

After you create a report, you can share it with other users who have been provisioned to Reporting+. This will allow recipients to use the report template, including any fields, values, and filters, while only examining the data to which they have access. Click here to learn more about sharing a report template.

Steps for New Experience

View Saved Reports & Report History

The Reporting+ landing page provides access to all your saved reports and access to Cast & Crew standard reports.  

You can save a report and pick up where you left off if needed by clicking on the name of the report in the row. This will navigate you to your last saved instance in the reporting grid. 

Create a Report from Scratch or Use Report Templates

To begin, you can either create a report from scratch or use one of the standard reports available to you. 

Report Templates

Report Templates in Reporting+ are pre-built templates that you can utilize to run your payroll and HR data and get immediate results. They can be a useful starting point as you can save any Standard Report with a new name and modify it for your specific needs. Learn more about Report Templates here. 

To access a report template, click + Create new report in the top right corner:

Next, select Use a Template:

Select the Template you would like to use and then click Continue to Report Builder:

You will only see the templates you have been given access to. 

Configure the parameters for your report template (these can vary based on report type selected) then select Run Report: 

Your report will populate on the next screen. 

Create a Report from Scratch

You can create a new detailed report from the data sources you have access to. This gives you the freedom to pull self-service reports on demand whenever you need them without having to wait for Cast & Crew’s service. Click here to learn how to create a new report. 

Click + Create new report in the top right corner:

Next, select Start from Scratch:

Select a data source and then click Continue to Report Builder:

You can then add filters and make adjustments to the generated report as well as saving it to your list of reports in your landing page.