HR professionals rely on UKG as the foundation for workforce management—but when it comes to gaining deeper visibility, there’s an opportunity to do even more. With CloudApper, organizations can create custom reports for UKG that align perfectly with their unique operational goals, compliance requirements, and management structure—without waiting on IT or using third-party BI tools.

This step-by-step guide walks you through how CloudApper can be used to build and manage custom reports that unlock real-time workforce insights—ensuring HR leaders have the information they need, when they need it.

Step 1: Identify the Metrics That Matter

Before building custom dashboards, it’s important to define which KPIs or data points are most valuable for your team. Every organization is different, and CloudApper gives you the flexibility to focus on what truly matters.

Examples of high-impact metrics include:

  • Turnover trends by department or location
  • Overtime hours and budget alignment
  • Certification or training completion status
  • PTO trends and employee availability
  • Diversity and workforce composition insights

These metrics are all available within UKG—CloudApper simply brings them to life in a more interactive and tailored way.

Step 2: Create a Role-Based Dashboard Structure

CloudApper allows you to configure dashboards that are aligned to different roles or departments. This ensures everyone—from HR executives to department heads—can access insights relevant to their responsibilities.

Here’s how to structure it:

  • Executive dashboards: High-level trends and forecasting
  • HR team views: Compliance tracking, hiring funnels, engagement metrics
  • Department dashboards: Staff performance, headcount, and time-off data

This role-specific customization ensures clarity without clutter.

Step 3: Design Visual Dashboards With Real-Time Sync

Now that your structure is set, use CloudApper’s intuitive tools to build out dashboards with charts, graphs, gauges, and filters. These dashboards update automatically by connecting with your UKG environment.

Popular visualization types include:

  • Bar graphs for attrition or hiring trends
  • Pie charts for diversity breakdowns
  • Line charts for overtime tracking
  • KPI scorecards for goal monitoring

Visualizing the data makes it easier for decision-makers to take action quickly.

Step 4: Integrate Custom Fields for Deeper Insights

Many organizations capture data beyond standard fields—such as project assignments, job site locations, or skill ratings. CloudApper makes it simple to pull those custom fields into your custom reports for UKG, adding another layer of insight.

You can:

  • Add new field types on the fly
  • Filter dashboards using custom data
  • Generate department-level comparisons using unique metrics

This brings more context to workforce data and supports better analysis.

Step 5: Set Permissions and Share Securely

CloudApper supports secure sharing with role-based access. You control who sees what, ensuring that sensitive data remains protected while still empowering department leaders and executives with relevant insights.

You can:

  • Assign permissions by role, region, or team
  • Share dashboards via links or embed into UKG workflows
  • Restrict access to sensitive fields as needed

Everything is fully aligned with enterprise security best practices.

Step 6: Review and Iterate Over Time

Once your dashboards are live, your HR team can continue to refine and expand them. Add new widgets, track new KPIs, or reconfigure views based on evolving needs. There’s no need to start over or request outside help—everything can be updated directly within the platform.

This continuous improvement ensures your reports stay relevant as your workforce strategy evolves.

Consult our experts today to see how easy it is to build custom reports for UKG with CloudApper—and start accessing real-time workforce insights that drive better decision-making.