Reporting and exporting data

Generate reports, filter, and export to CSV or PDF.

Written By Chris Germon

Last updated About 1 month ago

Where to start

Open Reports. The hub lists all available reports grouped by topic (Payroll, Timesheets, Leave, Compliance, etc.).

Steps

  1. Pick a report.
  2. Set filters in the right-hand drawer — date range, location, role, status. Filters update the report live.
  3. To export, click Export → CSV or Export → PDF.
  4. Scheduled exports: click the bell icon to email yourself a copy every Monday morning, or whatever cadence suits.

Common reports

  • Hours by staff — total hours worked per period, broken down by location.
  • Leave balance summary — annual / personal / long-service balances as at any date.
  • Accreditation expiries — what's expiring in the next 30/60/90 days.
  • Pay run summary — gross pay, super, PAYG by pay run.