You can sign up for a webinar that presents the must have report to deliver value from HR.
To export a report as an Excel or a PDF file, you need to run the report including any required filters. You can then export the report following the steps below:
At the top of the report screen click Save.
Select the format to export the report as.
Configure the settings for exporting the report to the desired format.
This determines how the report looks once you've downloaded it.
Click OK.
You can now locate the file on your device.
🤓Tip: To send a report on a schedule in a specific format, you can create a scheduled report.
Export a custom report
You can easy export your custom report, if you follow the below steps:
Click Reports then click Custom Reporting.
Click into the required report then click Export CSV.
The file will download on your computer.
Usually, you can find the file on your Downloads folder, open the file.
📌Note: You can also watch our video that presents an overview on the custom reporting feature.