Canopy Knowledge Base
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Reporting & Customization
Product Releases
Getting Started
Main Navigation
Login and Credentials
Roles
Communications
Reporting & Customization
Custom Fields and Default Tables
Custom Report
Report Templates
Imports/Exports
Workflows
Recruit
Recruiting Configuration
Recruiting Profiles
Budget Profiles
New Positions
Applications and Candidates
Onboard
Onboarding
Worker Opportunity Tax Credit (WOTC)
Develop
Training
Performance Reviews
Drug Testing Module
Company Documents
Retain
Paid Time Off (PTO)
Time and Attendance
Compensation
Expenses
Benefits
Affordable Care Act
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Canopy Knowledge Base
Reporting & Customization
Product Releases
Getting Started
Main Navigation
Login and Credentials
Roles
Communications
Reporting & Customization
Custom Fields and Default Tables
Custom Report
Report Templates
Imports/Exports
Workflows
Recruit
Recruiting Configuration
Recruiting Profiles
Budget Profiles
New Positions
Applications and Candidates
Onboard
Onboarding
Worker Opportunity Tax Credit (WOTC)
Develop
Training
Performance Reviews
Drug Testing Module
Company Documents
Retain
Paid Time Off (PTO)
Time and Attendance
Compensation
Expenses
Benefits
Affordable Care Act
Reporting & Customization
All things report-related, including how to create your own report templates and custom fields.
Custom Fields and Default Tables
Creating Custom Fields
Locating Default Tables
Editing the Default Tables for Points
Adding Incident Types
Adding a Candidate Status
See more
Custom Report
Creating a New Report
Filtering Reports
Using Analysis in Reports
Scheduling Reports
Report Templates
Turnover Report
Using Multi-Year Trends in a Turnover Report
Equal Employment Opportunity (EEO) Reports
Open Enrollment Report
Incident Reports
OSHA 301 Reports
Running a Total Compensation Report
Creating a Total Compensation Report Template
Time Reports
See more
Imports/Exports
Mass Changes
Import Best Practices
Workflows
Creating custom workflows
Initiating and Completing Workflows
