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How to Run and Download a Report

Once you have set your date range, applied filters, and selected employees, you can download any report in seconds. Some reports also let you customise the output format or other options before downloading.

Downloading a Report (Quick Method)

  1. Set your Date Range, Filters, and Employees as needed.

  2. In the Reports panel on the right, find the report you want.

  3. Click the report name to download it instantly with the default settings.

  4. The file will download to your browser’s default downloads folder.

Customising Report Options Before Downloading

Some reports have additional options you can configure:

  1. Look for the three-dot menu (⋮) next to the report name.

  2. Click the ⋮ icon to open the Report Options dialog.

  3. Adjust the available settings, which may include:

    • File format — Choose from CSV, XLSX, PDF, TXT, or other formats depending on the report.

    • Sort by — Change the order of data in the export.

    • Group by — Group results by a specific field.

    • Other options — Some reports offer additional configuration specific to the data they contain.

  4. Click Download to generate the report with your chosen settings.

  5. Click Cancel to close without downloading.

Available File Formats

Depending on the report, you may be able to download in:

  • CSV — Comma-separated values (default for most reports)

  • XLSX — Microsoft Excel spreadsheet

  • PDF — Portable Document Format

  • TXT — Plain text

  • TSV — Tab-separated values

Alternate and Legacy Versions

Some reports offer multiple versions:

  • Look for a chevron / expand icon next to the report name.

  • Click it to reveal:

    • Alternate Versions — Different layouts or formats of the same report.

    • Legacy Versions — Older versions kept for backward compatibility.

  • Click any version name to download it, or use the ⋮ icon to customise options.

What Happens When There’s No Data

If no data matches your selected date range and filters, you’ll see a message:

“There is no data with the applied date range and/or filters.”

To fix this:

  • Widen the date range using the From and To pickers or the Previous / Next buttons.

  • Remove or adjust filters to include more employees.

  • Check the employee selection to ensure the right people are checked.

Quick Tips

  • Most reports default to CSV if you click the name directly — use the ⋮ icon if you need a different format.

  • The Include Archived Employees toggle (top of the Reports panel) lets you pull data for former employees without affecting the on-screen list.

  • Favourite your most-used reports so they always appear at the top of the list.