One of the things HR teams always ask is: can I export it to Excel? The truth is that almost everything in Dynamics 365 Human Resources can be exported to Excel and sometimes even imported. But that is a conversation for another day.
Speaking about extracting data from Dynamics, this blog will be about the out-of-the-box reports we can retrieve from existing information in our ERP/HRIS.
Below you will find my curated reports and will leave it up to you to explore the additional ones (links will be provided at the end of the article). Some of them will be closer to the US audience, some are quite generic, and some may not be useful for you.
In total, we have a list of 29 reports, see all of them below:
ADA requirements | Course instructors | Mass hire project | Course structure | (EEUR) Access log |
Absence setup | Course confirmation list | OSHA 300 log preparation | Registration list | (EEUR) Permission changes |
Accommodations report | Course agenda | OSHA 300A preparation | VETS preparation | (EEUR) Personal chart |
Absence journal missing | EEO preparation report | OSHA 301 preparation | Worker skill count by skill type | Applicant resume |
Course questionnaire result | I-9 inspection list | Recruitment projects | Worker skills by skill type | Anniversaries |
Course participants | Skill types | Job information | Workers hired in period and New hire preparation |
The ones highlighted above will be the ones we will discuss below and also I will share some screenshots. Best way to find these reports is to go to the search bar and enter the report's name - that's how it works best for me. The process of extracting all the reports is quite similar so I won't explain it time and time again.
What you need to know:
All reports are exportable in 7 different formats
Parameters can be set up to filter by period or records
Some reports include one sheet per record, others list everything together
Course confirmation list
Skill types
Job information
Worker skill count by skill type
Workers hired in period
Anniversaries
This information can be used rather to be sent to a certain manager, or create a Power BI report. The beauty of these reports is that every individual and organization can use them for their purposes. How would you use it?
To expand on other reports not mentioned in this post, please refer here: Human resources reports | Microsoft Learn