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Reports

Building custom reports, running and sharing saved reports, Excel export and module reports.

4 articles
Reports module overviewSummarises how to build your own reports from company data in the Reports module, how to run saved reports and export them to Excel, and who can do what.
Creating and saving a custom reportStep by step, how to pick tables and columns in the Generate Report wizard, add optional conditions, run the report, export it to Excel and save it.
Running, sharing and exporting a saved reportHow to find saved reports on My Reports, run them with current data, share them with teammates, export them to Excel and delete them.
Finding module reports (leave, payroll)Explains that the Reports module has no ready-made reports, and from which menu and with which permission you reach the ready-made reports of modules such as Leave and Payroll.