Generating reports

Generate downloadable attendance, leave and expense reports from Import & Export. Report access and permission to view the relevant attendance, leave or expense records are both required. Expense reports are included in core HR.

Steps

1. Open Import & Export and choose the report in the export data types.
2. Choose Month and a month, or Date range and the start and end dates. A custom range can cover at most 93 days, including both dates; split a longer period into separate reports.
3. Optionally select an employee to narrow the report. Review the filters before requesting it; filters from other workspace pages do not carry over.
4. Choose XLSX or CSV and request the export. The file is generated in the background.
5. Open History to check the result and download the completed file. See Transfer history and downloads.

Choose a report

• Attendance report includes attendance records, check-in/out times and working hours.
• Leave report includes leave requests overlapping the selected period. Use it for requests and their status; use the leave entitlement export for initial annual entitlements.
• Expense report includes expenses dated within the selected period.

You can leave the page while a report runs. Check the result before sharing it: exports are snapshots, and later record changes do not update a downloaded file. Download before the expiry shown in History, seven days after the request.