Birthdays Report

The Birthdays Report helps you recognize your team members' special days! 

How to Access Your Birthdays Report

  1. Navigate to the Reports module in the main menu
  2. Select People Management from the Basic section
  3. Choose the Birthdays report card and click View


Upon opening the report, it automatically displays employees with birthdays in the current month.

Here you can:

Customize View: Select any month from the dropdown list to see a personalized report for that specific month.

See Employee Information: The report presents a clear breakdown for each employee, including:

    • Photo: See a friendly face to go with the name!
    • Employee Name: Quickly identify who's celebrating
    • Birthday: Know the exact date
    • Position: Recognize their valuable role within the company
    • Professional Level: Understand their expertise and contributions
    • Branch Office: Connect with colleagues across locations
    • Department: Identify team members within different departments
Refine Results with Filters: Use the available filters to narrow the employee list based on specific criteria, including position, professional level, branch office, and department.

Note: The Filter functionality can be accessed from the main report page and the sidebar menu for convenience. These filters offer the same functionality, regardless of where you access them. Selecting options in any filter will produce analogous results across all filters.

Export Report

Easily export the report's list as an Excel file using the Export button.

Was this article helpful?

0 out of 0 liked this article

Still need help? Message Us