Building a report
Pick a subject (employees, attendance, leave, goals, appraisals, course assignments and more), the fields, filters, grouping and sort. Share a report with roles. Everyone sees only the rows their own access allows.
Exports and schedules
- Export to Excel (XLSX) or CSV. The Excel file has an About sheet saying what was exported, when and with which filters.
- Schedule a report daily, weekly or monthly by email to people or roles; it runs with each recipient's own access.
- Most lists — payroll, leave, helpdesk, hiring — also have their own CSV button.