How to download reports?

Modified on Tue, 25 Jul, 2023 at 5:38 AM

Indeed, besides saving and scheduling, you can also download reports for your convenience. Please note that the Reports page is accessible only to users with the roles of Administrator, HR, or HM.


There are two different methods available for downloading a report, each offering its own convenient approach. Please follow the respective steps for each method:


Method 1: Downloading Reports from My Reports or Scheduled Reports Section.


Step 1: Go to Reports > My Reports/Scheduled Reports


Step 2: Find the report you want to download and click on the three dots against the report


Step 3: Select the Download Report option from the list.


A preview of the report will be displayed.



Step 4: After previewing the report, click on the Download button located at the top of the preview.


Method 2: Download Reports Directly from its Configure Page


Step 1: Search and find the report.


Step 2: Click on the report from the list


The Edit Report page will open.


Step 3: Click on the Download Report button at the bottom of the report to download the report.


The report will be downloaded in Excel format, allowing you to access and analyze the data offline.

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