To export a report e.g. to a CSV file.
 

1) Click into Analysis and select the desired report - and run report 

2) Click 'Export or Share' > Export CSV for Selected Report' on the menu toolbar and select the desired option.

3) Select the option of 'Download' and the report will be exported to a csv file in your Downloads folder on your computer. The option to 'copy to clipboard' can be used if you wish to paste this information into excel or word, if applicable.

To email a report, go to Export/Share PDF Document for Selected Report. The report will then be displayed on screen. At the top right corner of this page, you have the option to print, download or email the report.

To download an employee’s personnel details to a PDF, go to the Analysis section, select New Report > Add/Remove columns required to the report, and filter for the relevant employee. You can then download, print, or email the PDF report directly.

Note: If you require an employee's annual leave report, this cannot be done via the Analysis section. You can either run the Annual Leave Entitlement Summary or the Calendar Report - both of these options can be found in the 'Employees' section.

The Annual Leave Entitlement Summary and the Calendar Report can be emailed, printed or downloaded / exported as a PDF (there is no option to export these to Excel or csv).