SimplyMerit provides a flexible reporting framework that allows administrators to generate, customize, and export both standard reports and custom reports throughout the compensation cycle. Reporting is typically used for internal analysis, validation, approvals, auditing, and downstream distribution.
Reports can be accessed at:
Configuration → Reporting
Standard Reports
Standard Reports are pre-built reports available to all organizations. These reports are designed to cover the most common compensation, employee, and organizational data needs without requiring configuration.
From the Standard Reports section, administrators can:
View available standard reports
Download reports as files
Use them for quick validation and review during the cycle
Standard Reports require no setup and cannot be structurally modified.
Company Reports (Custom Reports)
Company Reports (also referred to as Custom Reports) allow administrators to create tailored reports using fields specific to their organization and compensation cycle.
From the Company Reports section, administrators can:
Create new custom reports
Edit existing reports
Download reports on demand
Delete reports that are no longer needed
Each custom report is saved and reusable across the cycle.
Templates
A template is a MorganHR-created report that has been propagated to your SimplyMerit environment. These reports can’t be edited or deleted, but they can be removed from your SimplyMerit if they are not needed via the Remove Template button.
Copying the template with the Copy button will allow you to create a copy of the report that you can edit or delete.
Creating a New Custom Report
To create a new custom report:
Navigate to Configuration → Reporting
Under Company Reports, click Create New Report
Provide a report name and configure the report content
Editing a Custom Report
Once a report is created, clicking into it opens the report editor, where administrators can fully control what data is included.
Within the report editor, you can:
View report data in a live table format
Modify the report structure using the tools in the top-right corner
(Click here to enlarge in a new tab)
Report Configuration Options
Details
The Details option allows you to edit high-level report information, such as:
Report name
Description (if applicable)
Fields
The Fields option controls which data points appear as columns in the report.
From here, administrators can:
Add new fields
Remove existing fields
Reorder fields to control column order
Include employee, compensation, organizational, and custom field data
Field availability depends on the data loaded into SimplyMerit for your organization.
Filters
The Filters option allows administrators to limit which employees appear in the report.
Common filtering examples include:
Approval status (e.g., approved only)
Manager, department, or location
Eligibility flags
Compensation attributes
Filters are especially useful for validating subsets of employees or preparing targeted exports.
Downloading Reports
Reports can be downloaded at any time by clicking Download from the report editor.
When downloading, administrators may see an option to:
Download as Raw Data
When enabled, this exports unformatted, system-level values suitable for downstream processing or analysis.
Starting a New Download
For both Standard Reports and Company Reports, SimplyMerit allows repeated downloads without recreating the report.
Clicking Start New Download will generate a fresh export based on the current data and report configuration.
Managing Reports
From the Reporting page, administrators can:
Edit reports
Download reports
Delete reports that are no longer needed
Deleting a report permanently removes it from the system and cannot be undone.
Reporting Best Practices
Create reports early in the cycle to validate data inputs
Use filters to isolate approval stages or employee subsets
Reuse saved reports throughout the cycle to ensure consistency
Download raw data when preparing external analysis or reconciliations
→ Next : Guide: Admins Getting Started Part 23 - Manager Activity
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