🔹SmHRt Report Generation

Configure Custom Fields

Every report in Pocket HRMS comes with a fixed set of fields within a system. Configure Custom Fields is a framework that lets you change that Field layout yourself, for a single report — without changing what the report data actually calculates.

Important Note: Configure Custom Fields is being rolled out in phases. It is currently available in the Attendance module, for the reports listed below, and is being extended to other reports/modules.

Before You Begin

Make sure of the following:

• You are logged in to the Pocket HRMS Cloud Portal with access to the Reports section

• The report you want to configure shows a settings icon in its header

• The master fields you want to add are enabled in your company's Employee Profile Configurations.

How to Configure Custom Fields in a Report?

Path: Cloud Portal > Reports > Select a Module > Click on the Settings Icon > Configure Custom Fields.

Step 1: Log in to the Cloud Portal, open Reports, select the module you need, and then select the report you want to configure before generating.

Step 2: Click the settings icon in the report header to open the Configure Custom Fields window.

Step 3: Add the fields you want from the Available Master Fields panel on the left side. Click the plus sign against a field, or drag the field towards right panel, to add it to your layout.

Step 4: Use the search box above the panels to find a particular field, or click Add all fields to add every available field in one action.

Step 5: Check your layout in the Selected Right panel. Each row shows the position number, the Field name and a source tag, and the count above the panel shows how many fields you have selected.

Step 6: Drag a row by its handle to move a field row up or down. The position numbers update as you move it.

Step 7: Click a field name to rename it, and type the heading you want in its place.

Step 8: Click the cross at the right edge of a row to remove that field. To clear the entire selection and start again, click Reset (Predefined fields will be reflected).

Step 9: Click Save configuration to apply the layout. To close the window without saving, click Cancel instead.

Available Fields: Fields are arranged in groups, and each field shows its display name with the technical name below it.

Help and Reference: The Help and Reference link at the top of the window opens the full reference guide for this feature on pocket docs.

Benefits Of Custom Fields Configuration:

• One-time setup — configure the layout once, and every later download uses it automatically.

• Consistent across the company — anyone who downloads that report gets the same fields, order and headings.

• No second export — employee details come directly from Profile Config, so no manual matching.

• Your own headings — rename any fields to what your team, auditor or bank actually calls it.

• A cleaner file — fields you never use can be dropped from the download entirely.

• Correct formatting — each field can carry its own Excel format for required fields.

• Safe to try — with no saved layout the report behaves as always, and a saved layout can be removed at any time.

For any queries, contact [e-mail]