Welcome to reporting in Aeqium!
Our reporting provides you with a comprehensive suite of customizable, AI-powered reporting and analytics tools. Instead of exporting (and re-exporting) your comp cycle data and creating/updating tables and charts in tools like Excel or Tableau, you can now create them directly in your comp cycle, then sit back and watch them update as your cycle progresses!
Broadly speaking, there are two types of reports you can create:
Anyone with access to a comp cycle can create and save reports, but only cycle administrators can create reports that others will see. And don’t worry, Admins, you can control which users can access the reports you create.
If you already know what type of report you want to create (Dashboard vs. Analyst), we’ll walk you through the step-by-step processes for creating both types of reports in a moment.
However, before diving into all those details, we encourage you to give our AI Report Generation tool a try. Just describe the chart or table you want in plain English, and our system will:
For example, the prompt “Column Chart of Average Salary Change by Location’…
…automatically determines that a Dashboard is best, and draws up this!
In contrast, more advanced prompts would lead Aeqium to build you Analyst Reports. Below, we discuss each type of report, and how to use them, in detail. We start with the Dashboard reports, but you can click here to skip ahead to Analyst Reports: Analyst Reports
Dashboard Reports are meant to give users the functionality of Pivot Tables & Charts, all contained within Aeqium.
To dive into Dashboard reports, you can try using our AI (as described in the previous section) or check out our Suggested Dashboard Reports: