Creating Your Own Data Categories

In addition to the default fields available in the Team Member Turnover Field Set, you can create your own formula fields to use as Turnover Report data categories. In summary:

  1. Create a new Custom Field, typically on the Team Member or Employment Record objects, using the Formula Data Type.

    The field is automatically added to the list of fields available for the Turnover Field Set.

  2. Edit the Turnover Field Set by dragging and dropping the new field into the Field Set.

    The new field is automatically added as a data category button on the Turnover report.

  3. Select the new Data Category button to group data in line with the formula you created.