With Sapling's fully customizable reporting module, you can create reports based on any piece of data stored in Sapling.  Each report is designed to help you be more strategic with your team member information, allowing you to dig deep and get the important insights you need to be successful.

Reporting Overview

Sapling offers 8 types of reports that can be built to fit your individual company needs. These report types are:

  1. Overview (Headcount) - a pre-built snapshot of your headcount breakdown over time.
  2. Turnover - a pre-built snapshot of employee turnover over time.
  3. Profile Info - focused on information stored on employee profiles.
  4. Time Off - focused on all historical or upcoming time off data.
  5. Workflows - focused on workflows and task completion dates.
  6. Field Changes - focused on tracking changes to any data field.
  7. Documents - focused on outstanding vs. completed documents.
  8. Point in Time - a snapshot of historical data from a particular date.
  9. Surveys - focused on survey results for all Sapling's pre-built surveys.

To view your reporting options, navigate from Home > Reports. Select your what report type you'd like to view from the top menu.

Breakdown of Reporting Types

1. Overview (Headcount report) 

The headcount report is designed to show you the total headcount of your employees over a year long period of time.

This pre-built report features:

  • A graph of headcount changes over the last year
  • Date filter option for you to adjust the time frame shown
  • Breakdown of headcount by Department, Location and Employment Status
  • An export function (using the upper righthand corner menu) to export your data to a .CSV or Google Sheet

Pro tip: Team members will only be accounted for on this page if they are active team members, meaning their start date has passed and they have not left your company. Learn more about employee stages here.

2. Turnover Report

The turnover report is designed to show you the total number of employees that have departed your organization over a year long period of time.

This pre-built report features:

  • A graph of headcount changes over the last year
  • Date filter option for you to adjust the time frame shown
  • Breakdown of headcount by Termination Type, Length of Service, and Rehire Eligibility
  • An export function (using the upper righthand corner menu) to export your data to a .CSV or Google Sheet

3. Profile Info Report

This report gives insight into all Profile Field data stored within Sapling. Common use-cases include: reporting on role data like Job Title or Manager, a report on custom profile data like food allergies/gender/t-shirt size/blood type, or a report on compensation and salary data.

To create a new Profile Info Report, navigate from Home > Reports > Profile Info. Click "Create new Report" in the upper righthand corner.

With a profile field report, you can report on information across the entire Sapling app, including tables and profiles. These reports are filterable by: 

  • Employee groups (departments, locations and employment status)
  • Time (for example, last quarter)
  • Managers

4. Time Off Report

For customers who are utilizing Time Off tracking in Sapling, this report is used to reflect all key Time Off balance data. Common use-cases include: pulling a report on remaining balances, total accruals, time used, time scheduled, or all adjustments made for each time off type during a specified time period.

To create a new Time Off report, navigate from Home > Reports > Time Off. Click "Create new Report" in the upper righthand corner.

This report type is filterable by:

  • Employee groups (departments, locations and employment status)
  • Time (for example, last quarter)
  • Accrual type (unlimited time off, or accrued policies)
  • Policy type (vacation, sick time, parental leave)

You can see an example of a Time Off report here.

Pro tip: When a team member requests Time Off and then cancels it, the time is credited back to their leave account.

For example: Nick the new hire requested time off for July 10th. His schedule changed and he no longer took that day off, and he remembers to cancel the request on July 15th. His time added back is accounted for in the “adjustment” report column – making it extra clear to payroll that he should still receive payment for that day.

5. Workflows Report

Workflow reporting allows you to run a report on active tasks in your Sapling account. Common use cases include: auditing your tasks, auditing a particular team member's task , or the whole company's tasks for insights on what tasks might get commonly skipped.

To create a new Workflows report, navigate from Home > Reports > Workflows. Click "Create new Report" in the upper righthand corner.

This report type is filterable by:

  • Due Date Range (for example: all tasks that were due last week) 
  • Task Status (In Progress, Completed, Overdue) 
  • Task Owner (All locations, departments, or employee status) 

6. Field Changes Report

Field Change reports allow you get quick insight on changes to certain fields in your Sapling account. Common use cases include: tracking payroll updates, address changes, updates to bank account info, or updates to emergency contacts.

To create a new Field Change report, navigate from Home > Reports > Field Changes. Click "Create new Report" in the upper righthand corner.

You’ll then be able to create a new report and be navigated through the setup, selecting what fields Sapling should track changes in.

7. Documents Report

With a document report, Sapling makes it easy for you to see the status of all assigned documents. Common use cases include: a report on all outstanding documents, or a report on completed documents during a certain time period.

To create a new Document report, navigate from Home > Reports > Documents. Click "Create new Report" in the upper righthand corner.

You can filter your document report by:

  • Status (In Progress, Completed) 
  • Assignee (Location, Department, or Employee Status)

8. Point in Time Report

Check our our Point in Time Reporting help article for step by step instructions here.


9. Surveys Report

To review survey responses, you run a customized report that summarizes overall survey results (either the entire survey, or specific questions from that survey).

To create a new report, navigate from Home > Reports > Surveys and select “Create New Survey Report.” From there, select what overall survey or specific survey questions you’d like to report on, and select any additional fields (like name or company email) you’d like to include as well.

Once the report is created, you can export to Google Sheets or download the CSV to view all survey responses.

Pro Tips💡

Sapling's Custom Report Builder acts the same for all custom built reports within Sapling. Here are the key functionalities you should be aware of when pulling custom reports:

  • All reports can be exported directly to a .CSV or Google Sheet
  • Reports can be scheduled to be sent to a specific individual(s) or permission group
  • Be sure to filter your results by employee status (Onboarding, Active Only, Offboarding, Inactive Only, or All Team Members) to narrow down your results (example below).

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