Worked example: turnover report

Employee turnover is the rate at which employees leave a company in a given period of time. This worked example creates a turnover report that calculates the number of leavers as a percentage of your average total headcount for the year.

This example will walk you through creating a new report, converting it to a joined report, adding report blocks to the joined report, and performing a calculation across these blocks. At the end of this exercise you will have created a turnover report that performs a calculation across 3 blocks in a joined report.

The calculation can be expressed as follows:

This worked example will involve creating a joined reportClosed A joined report is a report containing data from multiple report types to enable you to see the data side by side, or perform calculations. Joined reports are based on multiple report blocks providing different views of your data. Each block of reports can have its own fields, columns, sorting and filtering. Use a joined report to combine information from different report types. to perform the above calculation. The joined report will consist of 3 blocks:

  1. Current headcount

  2. Headcount at the start of the year

  3. Leavers this year.

The joined report will include a cross-block formula to calculate the turnover percentage.

Note An average headcount can be more precise if you add together a headcount at the start of the range of time, the headcount at the end of the range of time, and the headcount at one or more midpoints, then dividing by the number of headcount reports used. In our exercise, we’ll just use the headcounts at the beginning and end of the period, dividing the total by 2.

For a video walkthrough of the turnover report, see Function Focus Reporting Hints & Tips Video (YouTube).