Reporting and exporting data

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.