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Cool Excel reports @ D365 HR

This two out-of-the-box reports are available for you to start using right away from Dynamics 365 Human Resources: Seniority list report and Workers hired in period report. Power BI embedded reports provide similar data, but won't let you extract the results to Excel - I know you HR people, you love Excel. Let's start the process.


Log into Dynamics 365 Human Resources, and go to Personnel Management.

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Personnel Management workspace will open, scroll down to Reports to find the Seniority list report or Workers hired in period report.

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Seniority list report: Select the parameters according to the report you need to execute. When ready, select Ok.

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The system will take a moment and the report display on the screen.

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For Excel aficionados, the report is exportable 😉

Below you will find the Excel file, I filtered worked for 10 or 15 years.

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Workers hired in period: In Parameters section, enter from and to date, if applicable enable contractors. When ready, select Ok.

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Results will load, and the screen will display something like this:

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Again, this report can be exported to Excel as well.

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This are just two easy ways you can get your data in Excel file and understand what is happening in your organization.


Disclaimer: All data shown in the screens is fake data provided by Microsoft when deploying a Dynamics 365 Human Resources environment.

 
 
 

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