How to Create Custom Reports in Deel?

What Is the Quick Summary of Creating Custom Reports in Deel?

You create a custom report in Deel through the Reporting tool in Analytics. First, you start from a template or a blank report. Next, choose a measure (the quantity you want to count) and a dimension (how you want to group it). Then you add filters, check the logic in a table, and switch to a chart or pivot table. Finally, you save the report to a dashboard and share it.

This guide focuses on the custom builder rather than basic reporting. It also shows how the same approach supports hiring analysis in Deel ATS, the applicant tracking system inside the Deel platform. Because Deel keeps HR, payroll, and recruiting data together, one well-built report can answer questions that normally need several spreadsheets.

---

What Is a Custom Report in Deel and When Should You Build One?

A custom report is a report that you shape yourself instead of accepting a preset view. According to Deel’s reporting announcement, the builder lets you group, sort, and filter data, aggregate by any field, and create custom measures. It draws on HR, payroll, Employer of Record, benefits, expenses, time off, headcount, and workforce planning data.

When Does a Template Fall Short?

Templates cover common questions, and you should use them first. Build a custom report when:

• You need a measure that no template includes.
• You must compare several measures in one chart.
• Your audience needs a specific currency or date format.
• You want a multi-level summary, such as worker type, then department, then country.

Should You Use AI or the Builder?

Deel’s analytics page says you can ask a plain-language question and receive a report, and then refine it in the same conversation. It adds that the report builder stays available for users who want more control. Therefore, let AI draft the first version, and then open the builder to fine-tune it. Deel states that you can open and edit any AI output.

---

What Do You Need Before You Build a Custom Report in Deel?

A custom report works best when you plan it first. Gather these items before you open the builder.

Prerequisite	Why it matters
A single business question	It keeps the report focused and readable.
Access to Analytics and Reporting	Your role decides whether you can build and save reports.
Field-level permissions	Deel applies them to every report, so you only see allowed fields.
A measure	Examples include headcount, payroll cost, or accrued time off.
One or more dimensions	Examples include country, department, manager, worker type, or entity.
A time frame	Month, quarter, and year groupings change how readers see trends.
An audience	It decides currency, date format, and chart type.
A check value	A known figure lets you confirm the report is right.

In addition, decide where the report will live. Plan a dashboard name and audience before you start, so you don’t leave finished work unshared. If you need a refresher on basic reporting, read our guide on how to generate reports in Deel first.

---

How Do You Create a Custom Report in Deel Step by Step?

The workflow below follows Deel’s reporting announcement, last updated on November 28, 2025. Menu labels can change, so match each step to your screen.

Step 1: How Do You Open the Report Builder?

In Deel, go to Analytics and open Reporting. Choose to start from a template or from scratch. Choose a template if one matches your goal, since you can edit it freely.

Step 2: How Do You Set the X and Y Axes?

The axes sit at the top of the builder. Place a dimension on the X-axis, such as country, and a measure on the Y-axis, such as headcount. Add, change, or remove fields with a click.

Step 3: How Do You Add Filters?

Use the left sidebar to filter by any field, such as date range, employment type, entity, policy, or status. Combine rules with AND or OR logic. For example, require that a country field is not empty and that a status equals Approved.

Step 4: How Do You Add More Measures?

Place several measures in one chart for a side-by-side comparison. Deel‘s example compares accrued, taken, and remaining time off. If no existing measure fits, create a custom measure.

Step 5: Why Should You Validate in a Table?

Switch to the table view and test your logic first. Compare at least one total with a figure you already trust. Then switch to a chart.

Step 6: How Do You Format and Save the Report?

Set the currency and date formats for your audience, apply conditional formatting to highlight key values, and save the report to a dashboard.

---

What Are Dimensions, Measures, and Filters in Deel Custom Reports?

Three building blocks drive every custom report. Understanding them helps you design reports faster and avoid misleading results.

Building block	What it does	Examples from Deel
Dimension (X-axis)	Answers “by what”	Country, department, manager, worker type, entity, month, quarter, year
Measure (Y-axis)	Answers “how much”	Headcount, payroll cost, accrued time off
Filter	Narrows the data	Date range, employment type, entity, policy, status

How Do Dimensions and Measures Work Together?

You group a measure by a dimension. For instance, you can group cost by country or headcount by worker type. You can also aggregate by any field and create custom measures when a built-in measure doesn’t fit.

How Do Filter Rules Combine?

Deel lets you combine rules with AND or OR logic. AND narrows the result, because every rule must match. OR widens it, because any rule can match. Field-level filters refine a single metric without changing the rest of the chart, which helps when you compare a filtered measure with a total.

Why Does Time Grouping Matter?

Choose month, quarter, or year based on the decision you support. Monthly views show short-term swings, whereas quarterly views suit board updates.

---

Which Charts, Pivot Tables, and Formatting Options Can You Use?

Presentation shapes how readers understand your numbers. Deel offers several choices, and you can switch between them at any time.

Which Chart Types Does Deel Support?

Deel lists table, bar, line, area, donut, and KPI tiles. Use a table to check values, a bar chart to compare categories, a line or area chart for trends, a donut chart for shares of a whole, and a KPI tile for one headline figure.

How Do Pivot Tables Help?

Pivot tables give you multi-level summaries with subtotals. For example, you can group by worker type, then department, then country, and drag the levels to reorder them. Deel states that pivot tables support up to three levels and 100 columns. As a result, one pivot table can replace several flat exports.

What Do Conditional Formatting and Cell Visualizations Add?

Both features highlight what matters. Use conditional formatting to flag values that cross a threshold, such as payroll cost above budget. Deel’s announcement does not describe every rule option, so test the available rules in the app.

Which Formats Fit Which Audience?

Choose currency and date formats that match your readers. A finance team in one country may prefer local currency, while a global leadership team may prefer a single reporting currency. State the choice in the report title or notes.

---

How Do You Share Custom Reports and Control Access in Deel?

A custom report creates value only when the right people see it, and only the right people.

How Do You Build a Dashboard?

Save your report to a dashboard. Deel lets you create a custom dashboard or start from a template, add multiple reports, include instructions for viewers, and share with team members. Because reports update as your data updates, a shared dashboard stays current.

How Do Permissions Work?

Deel says you can control who sees what on a dashboard, and that dashboard visibility can follow a user or a team. It also states that field-level permissions apply to every report, so a regional lead sees only the compensation data their role allows. Consequently, you can share a headcount dashboard widely while you restrict a pay dashboard to HR and finance.

Can You Schedule or Export Custom Reports?

Deel’s announcement lists scheduled delivery by email or Slack, a live Excel connection, and APIs for third-party tools as planned features. It does not specify export formats. Therefore, check Deel’s current help pages before you promise a stakeholder a scheduled email or an Excel feed.

---

How Do Custom Reports Support Hiring With Deel ATS?

Recruiting teams need custom views too. Deel ATS includes built-in analytics, and Deel’s ATS page describes configurable charts that track hiring metrics and sourcing performance. The page does not list exact metric definitions, so confirm them in the product.

Which Hiring Questions Can You Explore?

• Which sourcing channels produce your hires?
• Where do candidates leave the pipeline?
• How long does each role stay open?

Why Combine Hiring and Workforce Data?

Deel says ATS data flows across workforce planning, onboarding, payroll, and compensation. As a result, you can align hiring pace with headcount plans and payroll cost. Apply the same habits you use in other reports: state the date range, validate totals, and limit access to candidate data.

---

What Are the Best Practices for Custom Reports in Deel?

These habits keep custom reports accurate and useful.

• Write the question first. One clear sentence prevents cluttered reports.
• Start from a template. Edit it instead of rebuilding common views.
• Validate in a table. Deel recommends this step before you add visuals.
• Test with a known answer. Deel suggests checking a question whose result you already know.
• Name reports clearly. Include the measure, the grouping, and the period.
• Document your definitions. Record how you define headcount or cost.
• Review quarterly. Retire unused reports and update the rest.

---

What Common Problems Can You Avoid When You Create Custom Reports in Deel?

Most problems trace back to filters, permissions, or unclear definitions.

Problem	Likely cause	Fix
Totals look wrong	A filter or grouping excludes or repeats records	Review each rule in the sidebar and validate in a table
A field is missing	Field-level permissions restrict it	Ask an administrator for access
The chart confuses readers	The chart type does not suit the data	Switch to a table, bar, or line chart
Results change unexpectedly	Reports update as data updates	Fix the date range, and note the date you reviewed the numbers
Colleagues cannot see the dashboard	Visibility settings exclude them	Adjust user or team access
No scheduling or Excel option appears	The feature may not be available yet	Check Deel’s current help pages

In short, clear definitions and validated filters prevent most errors.

---

What Are the Key Conclusions About Creating Custom Reports in Deel?

Creating a custom report in Deel follows a clear pattern: open Analytics and Reporting, choose a template or start fresh, set dimensions and measures, add filters, validate in a table, format for your audience, and save to a dashboard. Moreover, Deel ATS adds hiring and sourcing charts that connect to payroll and workforce planning data. Therefore, define your question first, check your numbers, and share dashboards only with the right audience.

---

What Are the Frequently Asked Questions About Custom Reports in Deel?

---