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Reports, exports and scheduled emails

Build reports across modules, export to Excel or CSV, and email them on a schedule.

For HR & admins · Updated 10 October 2026 · English (Hindi coming soon)

Open Reports

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.

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