How can admin set up expiry reports for passport and card details for any country in Middle East? (Applicable to Middle East)

Generating customized reports provides stakeholders with specific, actionable information, aiding data analysis, decision-making, and goal monitoring for organizational success. The admin can set up expiry reports for passports and card details on the greytHR Query Builder page.

To set up expiry details for passport and card details for any country in the Middle East, the admin must perform the following actions:

1. From the greytHR Admin portal, navigate to Reports > Query Builder. The Query Builder page appears.
2. Click Create Report. A form appears.
3. In the Choose Fields section, from the Available Fields dropdown list, enter Basic Information. A list appears.
4. Double-click Employee Name and Employee Number to move the fields to Output Fields. 
5. Similarly, from the Available Fields dropdown list, enter Passport Details / Card details. A list appears.
6. Double-click Passport No, Country, and Expiry Date to move the fields to Output Fields. 
7. Click Next. The Sort Order section opens to sort the order of the fields. 
8. Click Next. The Filter Criteria section opens. 
9. Under the Quick tab, from the Category Type dropdown list, select the required category. A list of all the relevant fields appears.
10. Select the required category and click → to move the fields to the right column.
11. To create a custom category, click the Custom tab. You can use the custom options to create a custom filter, such as joined date, employee name, and employee number.
12. Click Next. The Results section opens. 
13. In the Report Title text box, enter the name of the report.
14. In the Description text box, enter the description of the report.
15. From the Employee Filter dropdown list, select the required option.
16. Select the Accessible for all user checkbox to make the report accessible for all users.
17. Select the Select users to allow them to edit the report checkbox, if necessary. 
18. Click Export to view or download your report in Excel format.
19. Click Save Report to save the new report. The new report appears on the Query Builder page.

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