Who it's for: Administrators and users with the relevant reporting permissions
Platform: Sense HR
Available on: All plans
Before you begin, make sure you’ve:
☑️ Logged into the Sense HR web app
☑️ Been assigned administrator permissions (or relevant reporting permissions for your access role)
Overview
A Headcount report gives administrators a clear view of the organisation’s workforce at a given time. By including details such as profile templates, permission groups, and contract types, it helps HR monitor workforce composition, check data accuracy, and support planning for staffing, compliance, and reporting needs.
This article will show administrators how to customise the ‘Profile Information’ report builder to create a Headcount report.
Navigation path
Dashboard > Reports > Profile information
Steps to create a Headcount report
Navigate to Profile Information reports
Open Reports from the left-hand navigation menu.
Select Profile information.
Click Create.
Choose fields for a headcount report
In the People section, select the following fields:
• Profile template
• Permission groupIn the Employment details section, select the following field:
• Contract type (Employment details)
View and refine results
Click Next to load your results.
To filter the report so future starters and leavers are not included, use the filter (
) in the Status (People) column and choose Active and Future leaver, then Apply. (Optional) Use Manage fields to refine your report by adding fields or removing fields
Save your report
Click Report details
Enter a Report name, (optional) Report description, and (optional) AMI prompt for analysis.
Close the Report details dialog
You can either:
• Click Save changes and then click Back to save as a draft
• Click Save changes and then click Publish to finalise the report
Changes to report details are not saved until you click Save changes
🖊️ Note: Analyse with AMI is available on Elite and Enterprise plans only.
Use your report
You can now:
• Export the report as a CSV
• Create charts to visualise the data
• Analyse with AMI for insights (Elite and Enterprise only)