# Custom Reports

### **How to generate Custom Reports from Pocket HRMS?**

**Overview**

The **Custom Reports** feature in Pocket HRMS allows you to generate specific HR reports that assist with various workforce management tasks. Below are the reports currently available in the HR module and the purposes they serve:

1. **New Joinee Report:** Tracks detailed onboarding information for newly joined employees, ensuring compliance and smooth integration into the company.
2. **Referral Report:** Provides visibility into employee referrals and the outcomes of the referred candidates, helping to assess the effectiveness of the referral program.
3. **Bad Hire Report:** Identifies employees who have been separated within a short tenure, helping to track bad hires and take corrective actions.
4. **LSA (Leave of Service Absence) Report:** Tracks employee leave cases, focusing on tenure-based leave eligibility and absence details.

*Note: More reports will be added to this section in the future to support additional HR needs.*

**Step 1: Navigate to the Custom Report Section**

* Go to: **Cloud → Analytics → Reports → HR → Custom Report**

![](/files/20b4eb9c41990ea5de8088c7366cabaaacb9a041)

![](/files/e1f12bcb2e0daa28dbd39803fa143de36c58e8b7)

**Step 2: Select the Module**

* Choose **HR** as the module to generate reports.

![](/files/e29a2b57fed25944c553314f907cb241efd3cf6f)

**Step 3: Select the Report Name**

* Choose the report you want to generate. Currently available reports are:
  * **New Joinee Report**
  * **Referral Report**
  * **Bad Hire Report**
  * **LSA (Leave of Service Absence) Report**

![](/files/71739d12232d41f902b9cf032c82cf87e5206670)

**Step 4: Select Start Date and End Date**

* Pick the relevant start and end dates for the report.

![](/files/a7fa4d8d3c7b516a1c70acb6b0e3d260e27c8992)

**Step 5: Select Employee Status**

* Choose which employees to include in the report:
  * **Live**
  * **Separate**
  * **All**

![](/files/8511958397c7d7c7fc715fff18b3af8652521890)

**Step 6: Generate the Report**

* Click on the **Download** button to generate the report.

![](/files/dc308f5b38611c0efcc3e8070ef83a8ece7762c5)

For any queries, contact <support@pockethrms.com>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/analytics/report/custom-reports.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
