An Onboarding report lists all of your employees who are currently in the onboarding process, along with how many checklists they have been assigned, how many tasks they've completed, and how many tasks are still incomplete. Clients may use this report to evaluate how their new hires have progressed in the onboarding process.


Running an Onboarding report

Click the Create New Report button on the Reports page in Onboarding.

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You'll be asked what kind of report you want to create. Choose the Onboarding Report, then click Create Report.
 

Onboarding report

On the next page, name the report and decide if you'd like it to run it weekly on a particular day. Adjust any of the provided filters and/or options.
 
You can edit which columns are included by selecting Edit Included Columns and checking/unchecking fields to customize your report.
 
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Click Run Report when you are finished. You'll get an email letting you know when your report is ready to download. You'll download the report right from the Reports page. Just click the 'Download Report' link that appears under the report name to download the report.

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This 'Download' link is only available once. That is, after you've downloaded a report once, the download link disappears and you'll need to run the report again to download it again. Click the Run Now link to re-run and re-download a report.