About Dovetail

Read more about Dovetail Software and our HR applications that will transform your Employee and HR Experience
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Our Story

With over 20 years of
CRM & HR experience...
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Our People

The Dovetail culture code
is our key to success
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Working with the best
partners around the globe
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Fancy a career with Dovetail?
If you are a rockstar...
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Dovetail Flair

Why Us?

The easiest to use HR Case Management & Employee Portal solution for your business
Benefits of Dovetail HR Service Delivery

Our Difference

The Dovetail difference
is what sets us apart
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Our Customers

Learn more about our customers
and why they chose Dovetail
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Implementation & Support

Hear how we delight our
customers right from the start
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Our Innovation

The Dovetail innovation team
is at the forefront of technology
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dovetail security & privacy
Dovetail Flair

Our Solutions

We create HR Case Management Solutions that are tailored to your needs

HR Transformation

You're embarking on
your HR Transformation
journey, see how Dovetail..
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HR Shared Services

Find out more about
our Workday Select
Partner Certification
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Employee Relations

Learn how Dovetail helps
you track your employee
relations cases
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Workday Customers

Find out more about
our Workday Select
Partner Certification
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Manage and track
technical questions
from your HR team
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Clarify Customers

Breathe new life into your
Amdocs Clarify system with
our technology and services
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Discover new insights and thought leadership content to help you continuously improve your HR Service Delivery


Stay updated on HR
Shared Services with insights
from the Dovetail community
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Events & Live Shows

Meet the Dovetail team at
leading industry events
and live shows
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Dovetail HR Dog
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HR Case Management
Reporting & Analytics

Modernizing the way you manage, track, and report employee requests

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the ultimate guide to hr case management

HR Case Management Reporting and Analytics

HR Case Management Reporting & Analytics

Using our advanced analytics; including express reporting, crosstab reports, and dashboards you will be able to measure your HR Service Delivery success in real time.

Automatically schedule reports and distribute them to the leadership team, and export into formats such as Word, Excel and PDF.

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HR Case Management Reporting and Analytics



of all employees questions self served



Employee portal engagement rates



Average number of days to implement Dovetail Employee Portal

Over 50 Included Reports

We deliver over 50 pre built reports, along with three dashboards and dozens of report formulas that focus on HR Service Delivery excellence. Customers can copy these reports, edit and re-brand them.

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Report & Dashboard Designer

Existing reports are quickly edited and new versions saved, along with chained reports, crosstabs, express reports and dashboards within our enterprise level designer tools. 

Data restrictions are enforced in reports, therefore report designers do not need to factor in the report security, saving time and making the report creation and maintenance process simpler.

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“We chose Dovetail because it had good reporting, and its ability to separate HR data from IT. On top of this Dovetail’s ability to track assets was considered a great bonus as it was so easy to use. Dovetail being a Workday Certified Select Partner was very valuable to us and the solution came in within budget.”
Suzanne Smith
Suzanne Smith
Senior Director HR Operations

Smart Dashboards

Get even more insights with Dovetail Smart Dashboards that react based on the logged in HR team member, providing a personalized view of the data. Real time filters that update the dashboard or certain widgets allow you to fine tune your results set.

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Actionable Analytics

Reports make for a good read, however to maximize their value we provide the ability to not only drill down through to child reports, but also to drill through to the actual record. This feature allows HR team members and leaders to take immediate action based on the analytics presented to them.

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Data Security & Permissions

We take data security seriously, as you would expect from a HR software vendor. Not only can you control the level of access a report designer has, you can also limit the data sets that are returned for the report viewer. This means a report may be created and distributed to any HR team member without fear they might see something they shouldn't. Better yet, these security measures are automatically applied for you based on your configuration and setup.

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“We saved a lot of trees and people walking fewer steps in the office, that’s what I would say. Our experience for a very long time was the piles of paper were really high and a few people commented just a few days after going live with Dovetail, how the office sounded different, because the printers weren’t continually churning out emails and checklists and people weren’t traipsing about, to go and put them in various in trays, so the office physically sounded different. “
Giles Smith
Giles Smith
Head of Service Optimization
Grant Thornton

Exports & Scheduling

Create daily, weekly, monthly, or yearly automated report schedules that can distribute reports to HR team members and executive management in your chosen export format.

Export in Microsoft Word, Excel, CSV, and Adobe PDF formats.

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Express Reports

Drag and Drop report elements to create simple yet powerful reports that can be easily filtered, grouped and sorted. Express reports allow report designers to quickly access data, and can convert the report to an advanced report for more complex structures, for example using formulas and functions.

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Query & Export to Excel Tool

Sometimes you want even faster access to your data. Using the Query and Microsoft Excel Export tool built into the HR Case Management module the HR team members can quickly search structured queries and extract to Microsoft Excel for easier manipulation and analysis.

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More Features

Easy Drag & Drop Reporting

Create quick reports using drag and drop with your data for live visualizations.

Advanced Tabulation

Crosstab reporting made easy with the advanced report builder for more sophisticated data manipulation.

Flexible Filtering

Report designers can impose filter hierarchies, complex filter grouping, filter functions, parameters, prompting filters, and more.

Intelligent Formula Creation

The formula editor flags syntax errors as users type, suggests autocomplete options, and explains both functions and their arguments contextually.

Drilldowns & Inter-report Linking

Report designers can decide where reports should link and drill down to each other, bringing added context and greater detail to their queries.

Out of Box Reports

Over 50 pre built out of box reports that can be copied by customers and edited to fit their brand and culture.

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