Find, run and download reports

The Reports page is a library of ready-made reports — employees, attendance, leave, payroll, statutory, deductions, expenses, HR and audit. Every report opens full-page with its own filters and downloads as Excel, CSV or PDF.

Before you start

• You need the Access reports permission. Each group also needs view access to its area (for example attendance view for Attendance reports, payroll view for Payroll and Statutory).
• Downloading needs the Export reports permission. Without it you can still view and print.
• Groups for modules outside your plan are hidden.

Open a report

1. Go to Insights → Reports ( open Reports).
2. Click a group on the left — for example Attendance. Its reports appear as cards with a one-line description and the period they use (Monthly, Date range, One day, Yearly or Current).
3. Click a report name to open it.

Filter, sort and search

1. Set the filters at the top — Month, From / To, Date or Year, plus Department, Location, Employee or Show (status) where the report has them.
2. Click Run report.
3. Click any column heading to sort; click again to reverse.
4. Type in Filter rows… to narrow the table on screen.

Number, money and hour columns are totalled in the purple Total row. Hours are shown as 7h 30m.

Download or print

1. Click Excel for an .xlsx file with a title, frozen header row, filters on every column and the totals row. Register-style reports keep their colours.
2. Click CSV for a plain file (opens in any spreadsheet; hours are decimal).
3. Click PDF for a printable file (landscape for wide reports).
4. Click Print to print the report as shown.

Downloads always use the filters you ran. The screen shows up to 3,000 rows; Excel and CSV include everything (up to 50,000 rows).

The report groups

• Employee reports
• Attendance reports
• Leave reports
• Payroll & statutory reports
• Deductions, expenses, HR & audit reports
• The charts and KPI cards are on the Analytics dashboard.