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Reports

The Reports & Insights area gives you two kinds of reporting: Reports — ready-made, filterable tables you can preview and download — and Insights — visual dashboards. This section covers Reports; see Insights for the dashboards.

To open it, use the area switcher at the top of the left sidebar and choose Reports & Insights.

Who sees what

  • Reports (under Manage) — organisation-wide reports for administrators.
  • Reports (under Personal) — the same style of report, but each employee sees only their own data.

How reports work

Every report follows the same three steps:

  1. Browse the catalogue — reports are grouped into categories (Employee Information, Time Management, Leave Management, and so on).
  2. Pick a report and set its filters (a date range, a department, an employee…).
  3. Preview Report to generate it on screen, then Download CSV to save it.