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How to Navigate the Reports Page

The Reports page is your central hub for generating and downloading data exports. It brings together date selection, filters, employee selection, and all available reports into one easy-to-use screen.

Opening the Reports Page

  • Click Reports in the main navigation menu.

  • The page loads with your current pay period pre-selected and all employees checked by default.

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Page Layout

The Reports page is split into two main columns:

Left Column

  • Date Range — Pick the start and end dates for your report.

  • Filters — Narrow down which employees are included.

  • Employees — View and select the employees to include in your report.

Right Column

  • Reports — Browse all available reports, organised into collapsible groups.

  • Include Archived Employees toggle — Include former employees in your exports.

     

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Setting a Date Range

  1. In the Date Range card, click the From date field and select a start date.

  2. Click the To date field and select an end date.

  3. To quickly move between pay periods, use the Previous and Next buttons.

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Browsing Report Groups

  • Reports are organised into collapsible groups (e.g. Attendance, Payroll, Leave).

  • Click a group header to expand or collapse it.

  • Your Favourites group always appears at the top of the list.

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Quick Tips

  • All employees are selected by default — you only need to adjust selection if you want a subset.

  • The date range defaults to your current pay period — use the Previous / Next buttons to jump quickly.

  • Collapsible groups help keep the list tidy — expand only the groups you need.