Use this checklist to ensure your Advanced Analytics module is properly configured and ready to support reporting, dashboards, and data-driven decision-making across your organization.

Confirm Administrator Access

• Identify primary Advanced Analytics administrators
• Confirm reporting permissions are assigned
• Add additional HR, payroll, or leadership users as needed
• Review user roles and data access levels

Limit report-building permissions to users responsible for data management and reporting.

Understand Your Data Sources

• Identify which modules feed into reporting (CoreHR, ATS, Onboarding, Payroll, ExakTime, etc.)
• Confirm data is syncing correctly across modules
• Review available data fields and tables
• Understand how frequently data is updated

Knowing your data sources ensures you build accurate and meaningful reports.

Review Standard Reports

• Explore available out-of-the-box reports
• Run key reports (employee data, hiring, time, payroll, etc.)
• Validate report data against your system records
• Identify reports your team will use regularly

Start with standard reports before building custom ones.

Configure Report Access

• Assign report access to HR and leadership users
• Define who can view vs. edit reports
• Organize reports into folders or categories
• Confirm sensitive data is restricted appropriately

Proper access controls help maintain data security and usability.

Build Your First Custom Report

• Select a reporting use case (e.g., headcount, turnover, training completion)
• Choose relevant data fields
• Apply filters and date ranges
• Format report layout for clarity

Start simple—focus on one business question at a time.

Create Dashboards (If Applicable)

• Build a dashboard for key metrics
• Add charts or visualizations
• Include filters for user interaction
• Validate dashboard accuracy

Dashboards help leadership quickly understand trends and insights.

Validate Data Accuracy

• Cross-check report data with system records
• Review calculations and formulas
• Confirm filters are working correctly
• Identify and resolve data inconsistencies

Data accuracy is critical for building trust in your reports.

Configure Scheduled Reports

• Set up report scheduling (daily, weekly, monthly)
• Assign report recipients
• Confirm delivery format (PDF, Excel, etc.)
• Test scheduled report delivery

Automated reports save time and keep stakeholders informed.

Train End Users

• Show how to access reports and dashboards
• Demonstrate filtering and customization options
• Explain how to interpret key metrics
• Provide guidance on when to use each report

Training improves adoption and ensures reports are used effectively.

Establish Reporting Best Practices

• Define standard reports for your organization
• Schedule regular report reviews
• Document key metrics and definitions
• Align reporting with business goals

Continue Learning

• Explore additional Advanced Analytics training in Arcoro Learning
• Attend reporting workshops or webinars
• Practice building more advanced reports
• Contact support or training for assistance

Congratulations!

Your Advanced Analytics module is ready to support data-driven insights and informed decision-making.