Grouping and summarizing report data:
Grouping report data by row or column
Example of grouping by row
Setting up data grouping
Summarizing report data in a column
Setting up data summaries
Viewing summarized data in reports
Expanding and collapsing report data
What does the Format summary option mean?
FAQs
Related topics
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How report fields work:
Adding and removing report field columns
Changing the display order of columns
Sorting the report
Related topics
Whether you’re adding a new report or running an existing report, you can choose which fields display in the report.
Each report offers a set of available fields (also known as columns). From this set, you can...
How report filters work:
Selecting filter criteria
Changing what filters display in a report
FAQs
Related topics
Whenever you run a report, you can select criteria from report filters to limit what data displays in the report.
In some reports, additional filters may be available that don’t display in the report by default. If this is the cas...
How your permissions affect what report data is available to you:
Your assigned permissions determine what data you can view in reports. In some cases, your permissions may restrict you from viewing certain reports entirely. In other cases, they may limit what fields and data display in reports.
The table below provides an overview of how permissions determine report data access for each Polaris role.
In orde...
Operators and functions for use in custom columns:
Looking for help with this feature in Polaris? Check out Operators and functions for use in custom columns in the Polaris help.
Custom columns are report fields that are derived from user-defined formulas. Users create these formulas by combining columns (or fields) available in the report with operators and functions.
The operators and functio...
Running a report:
Running a one-time report
FAQs
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To view data collected in Polaris, you can run reports available to you in the Reports section – either reports available by default, or ones you’ve added.
You can run reports on a one-off basis, or schedule them to be automatically emailed at regular intervals.
Running a one-ti...
Saving and sharing reports:
Saving a report
Sharing a report with other users
FAQs
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Whenever you edit and run an existing report or create a new report, you’ll need to save it for your changes to be retained.
You can allow other users in your system to view reports that you own by sharing reports with them.
Saving a report
You can e...
Scheduling a report to be emailed regularly:
You can schedule any report that you can access to be automatically generated and emailed at regular intervals. Within each schedule, you can specify when the report will be sent, who to send it to, and the report format to use. The report will be sent as a PDF or Excel attachment.
Any report you schedule will continue to run automatically at the ...
Assigning time off types to users:
When you add a user, you can choose which time off types are available to that user so you can track how much time off they take. Several default time off types are available.
To edit a user’s time off types:
Go to Administration > Employees and Organization > Users.
Select the name of the user whose time off you want to set ...
Editing multiple users at once:
You can edit multiple users at once to save time and promote accuracy when you need to update user settings. For example, you might use the mass edit feature to assign a new supervisor to a group of users when their old supervisor retires.
You can also use our in-app data import feature to mass edit users.
What fields can we mass edit?
You c...