This article will explain how to use the Data Retriever Tool in the PrismHR Manager Portal to compile various employee information using custom search criteria, and export the results as an Excel Workbook .xlsx file.
Using the Data Retriever Tool:
From the home screen: click on the Data Retriever Tool under My Favorites:
- Select Client(s) - Make sure the client name you would like to run your report on is toggled. Some businesses may have employees separated by more than one business client.
- Add Fields - Use this section to add employee information to your report. You may toggle an entire category at one time, or individually select data fields by clicking on the + icon next to each category title.
- Add Totals - This section allows you to add custom numerical fields/information to your report.
When all appropriate categories and data fields have been selected, click on Run in the top right corner. The Data Retriever Tool will provide a preview of your report. You can click on Export Report to generate and download an Excel.xlsx spreadsheet of the selected information.
If you have additional questions, please contact our support team at firstname.lastname@example.org.
Check out the PDF guide below for more information on using the Data Retriever Tool: