Who it's for: Administrators
Platform: Sense HR web app
Available on: All plans
Before you begin, make sure you’ve:
☑️ Logged into the Sense HR web app
☑️ Been assigned administrator permissions
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) Refine your report by adding fields, removing fields, or applying filters.
Save your report
When your report is ready, click Next.
Enter a Report name, (optional) Report description, and an AMI prompt for analysis.
You can either:
• Click Save as draft to save without finalising,
• Click Save to finalise the report
🖊️ Note: Analyse with AMI is available on Elite and Enterprise plans only.
Use your report
After saving, you can:
• Export the report as a CSV
• Create charts to visualise the data
• Analyse with AMI for insights (Elite and Enterprise only)